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).

BJC (BJC TB): Realizing Synergies from Big C Acquisition

MBK & Big C: Recoveries Don't Quite Come Through Yet

BJC (BJC TB): Leveraging Big C Expertise in ASEAN Expansion

The Best of August / September Company Visits

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).

Equity Bottom-Up

<p>We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met this time round weren't as impressive as earlier quarters. Domestic consumption didn't really recover until October, which is in Q4'17, regardless of what those crazy gov't stats are telling you ( <a href="https://www.smartkarma.com/insights/thai-macro-watch-part-1-external-strength-internal-weakness" target="_blank" data-smartkarma-citation="insights:11844">Thai Macro Watch (Part 1): External Strength, Internal Weakness</a>), and the poor showing of many Thai companies in Q3'17 is evidence of that. Having said…</p>

We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met this time round weren't as impressive as earlier quarters. Domestic consumption didn't really recover until October, which is in Q4'17, regardless of what those crazy gov't stats are telling you ( Thai Macro Watch (Part 1): External Strength, Internal Weakness), and the poor showing of many Thai companies in Q3'17 is evidence of that. Having said…

Chef's Selection: November & December Company Visits

Berli Jucker

Chef's Selection: November & December Company Visits