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).

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

The Autobot Update (April V1): New Safety Rules...Gulp!

Reality Check V (Autos): Light @ the End of the Tunnel?

Equity Bottom-Up

Overall Gloom. MCorp Review took a quickie check on the year-end Thai auto numbers just to follow up on our previous Reality Check, the first of its kind on Thai autos yo. Overall, the Thai auto sector continues its decline five years in a roll since former Prime Minister Yingluck first came up with her hare-brained first time car buyer incentive program yo. Total car sales are down almost 4% to just 769k. You will remember we sold over a million cars back when Yingluck was around. Passenger…

Overall Gloom. MCorp Review took a quickie check on the year-end Thai auto numbers just to follow up on our previous Reality Check, the first of its kind on Thai autos yo. Overall, the Thai auto sector continues its decline five years in a roll since former Prime Minister Yingluck first came up with her hare-brained first time car buyer incentive program yo. Total car sales are down almost 4% to just 769k. You will remember we sold over a million cars back when Yingluck was around. Passenger…

Gloom & Doom in Asia's Detroit...A Follow-Up on Thai Autos Yo.

Aapico Hitech

Gloom & Doom in Asia's Detroit...A Follow-Up on Thai Autos Yo.