Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Athaporn served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 22 years, of which 19 were in research and 9 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006.

Apart from IPO Radar, which focuses on future listings, MCorp Review also performs financial advisory services for TKC Services and provides 11 other on-going thematic series ranked by frequency in descending order, namely:

1) Snippets (news-driven);
2) Sathorn Series (financial services);
3) Silicon Stories (technology); 
4) Thai-Coons (billionaire origin series);
5) Reality Check (data-driven, investigative);
6) Thai Media Spotlight;
7) Political Pit Stop; 
8) Telecom Review; 
9) Thai Macro Watch (read-through from foreign events);  
10) Small Cap Diary; and
11) Property Grid

There are also 3 limited-time series driven by specific events or locations, namely:
1) Thai Corona Crisis;
2) South Series; and
3) Mechanics and Details (deal forensics).

US Government Shutdown a Short Term Catalyst for Thai Equities

Thai Strategy 2018 (Part III): Sector Outlook & Highlights

Thai Strategy 2018 (Part II): Stock Picks

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Thematic (Sector/Industry)

The first thing that struck us at MCorp Review is how some of these stocks are really expensive by the conventional sense, but they still did really well since New Year 2017. For some of the bigger stocks and sectors, we have lowered the standards a bit, but all of these guys cleared the 20% return bar easily. Considering the fact that it's not easy for big caps to beat the index returns (because they are the index!), that's no mean feat. For the smaller stocks, you'll note that the majority of…

The first thing that struck us at MCorp Review is how some of these stocks are really expensive by the conventional sense, but they still did really well since New Year 2017. For some of the bigger stocks and sectors, we have lowered the standards a bit, but all of these guys cleared the 20% return bar easily. Considering the fact that it's not easy for big caps to beat the index returns (because they are the index!), that's no mean feat. For the smaller stocks, you'll note that the majority of…

Global Power Synergy Company Ltd (GPSC TB)

Champions of 2017: Stocks With Eye-Popping Returns!