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).

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Thematic (Sector/Industry)

<p>The recent passing of the new constitution by national referendum means Thailand's general elections in September 2017 has been ensured, along with the likely victory of the pro-Thaksin faction. Thaksinomic tends to favor domestic consumer plays over export-oriented stocks or infrastructure themes. Companies founded by Thaksin, such as AIS and Thaicom, and upcountry stocks, such as CP All, Robinsons, and Siam Global, should all do well under Thaksin's sister (a different one this time), but we would not recommend touching rubber stocks, consumer banking, or Thai Airways (a company that has always jinxed it under successive pro-Thaksin regimes).</p>

The recent passing of the new constitution by national referendum means Thailand's general elections in September 2017 has been ensured, along with the likely victory of the pro-Thaksin faction. Thaksinomic tends to favor domestic consumer plays over export-oriented stocks or infrastructure themes. Companies founded by Thaksin, such as AIS and Thaicom, and upcountry stocks, such as CP All, Robinsons, and Siam Global, should all do well under Thaksin's sister (a different one this time), but we would not recommend touching rubber stocks, consumer banking, or Thai Airways (a company that has always jinxed it under successive pro-Thaksin regimes).

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

Election Year 2017: Return to Thaksinomics