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).

PTTEP (PTTEP TB): Good Proxy to Rising Crude Oil Price

PTTEP (PTTEP TB): Share Price Highly Correlated to Crude Oil Price

Auto Updates Yo: Glimmers of Hope...Not for Everyone

Three of a Kind: Piles, Furnitures, and Lighting

Equity Bottom-Up

Contrasting Stocks in the Portfolio. Today, we met up with fruit juice company MALEE and kiosk king Forth (or rather their subsidiary ForthSmart), and heck the picture couldn't have differed more yo. It was nevertheless useful, since we hold some shares in both companies, so we feel their pain. On one hand, MALEE, which is controlled by the 46% controlled by the Jeungrungreungkit family of Thai Summit Group ( <a href="https://www.smartkarma.com/insights/a-glimpse-into-thai-summit-group" target="_blank" data-smartkarma-citation="insights:11296">A Glimpse into Thai Summit Group</a>). MALEE admittedly is struggling badly, and management…

Contrasting Stocks in the Portfolio. Today, we met up with fruit juice company MALEE and kiosk king Forth (or rather their subsidiary ForthSmart), and heck the picture couldn't have differed more yo. It was nevertheless useful, since we hold some shares in both companies, so we feel their pain. On one hand, MALEE, which is controlled by the 46% controlled by the Jeungrungreungkit family of Thai Summit Group ( A Glimpse into Thai Summit Group). MALEE admittedly is struggling badly, and management…

Malee Group PCL

Fighting Fruits & Kiosk King