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).

The Autobot Update (December): A Visual Tour to the Motor Expo Yo!

Five Biggest Lessons from Thai Financial Crisis

The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators

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)

Well, it's 2018 now. We've looked into the future with our three part strategy series in December, and in this review, we highlight the five major milestones Thailand achieved(? not sure they are all achievements haha...) in 2017. Always good to look back before all this becomes a memory yo.<ol><li>New high for Thai markets.  After more than a decade, Thailand finally breaks its pre-crisis high of 1,750 (intra-day was more like 1,780 though). Is the bubble ready to pop or are we headed to a new era this year?</li><li>Most dangerous road in the world. Bangkok is now officially the most dangerous street in the world for road fatalities ahead of Liberia and Malawi yo. Time for a Volvo?</li><li>Honda steals Toyota's crown. After being the industry kingpin for many decades, Toyota is no longer Thailand's best selling car. Sounds like good news for Honda suppliers PCS Machine and Thai Stanley yo!</li><li>7-Eleven hits 10,000 stores. Thailand has more 7-Elevens than any country in the world apart from Japan and Korea. That's more than all bank branches and post offices. Owned by the country's top tycoon, CP All is a major force in the coffee biz and Chinese inbound e-payment...and the stock never stops going up.</li><li>Robo-Fear is here. For a country with what some bankers call 'negative unemployment', a report saying 17m Thai jobs (and mostly woman) are at risk comes as a surprise...but as Andy Grove once said, "Only the Paranoid Survive." Ladies, it's time to buy robot manufacturer stock <a href="https://www.smartkarma.com/entities/752" target="_blank" data-smartkarma-citation="entities:752:1">Fanuc Corp (6954 JP)</a>.</li></ol>

Well, it's 2018 now. We've looked into the future with our three part strategy series in December, and in this review, we highlight the five major milestones Thailand achieved(? not sure they are all achievements haha...) in 2017. Always good to look back before all this becomes a memory yo.New high for Thai markets.  After more than a decade, Thailand finally breaks its pre-crisis high of 1,750 (intra-day was more like 1,780 though). Is the bubble ready to pop or are we headed to a new era this year?Most dangerous road in the world. Bangkok is now officially the most dangerous street in the world for road fatalities ahead of Liberia and Malawi yo. Time for a Volvo?Honda steals Toyota's crown. After being the industry kingpin for many decades, Toyota is no longer Thailand's best selling car. Sounds like good news for Honda suppliers PCS Machine and Thai Stanley yo!7-Eleven hits 10,000 stores. Thailand has more 7-Elevens than any country in the world apart from Japan and Korea. That's more than all bank branches and post offices. Owned by the country's top tycoon, CP All is a major force in the coffee biz and Chinese inbound e-payment...and the stock never stops going up.Robo-Fear is here. For a country with what some bankers call 'negative unemployment', a report saying 17m Thai jobs (and mostly woman) are at risk comes as a surprise...but as Andy Grove once said, "Only the Paranoid Survive." Ladies, it's time to buy robot manufacturer stock Fanuc Corp (6954 JP).

Five Milestones Thailand Hit in 2017