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).

Watching the Sunset in Print Media & Steel

Equity Bottom-Up

<p>In between the whole gym and medical checkup (old people stuff... <a href="https://www.smartkarma.com/insights/the-greying-of-thailand" target="_blank" data-smartkarma-citation="insights:6048">The Greying of Thailand</a>), we managed to visit this company called Lohakij Metal, an ant-sized specialty steel company with market cap of only US$35m, so this is definitely for PA only yo. You try to put it in Fidelity's portfolio, next thing you know you gotta board seat yo! Now, we've always sworn off steel stocks, and we're still not gonna buy it yo. It's kinda like the family cult policy...I dunno, but i think this stock has…</p>

In between the whole gym and medical checkup (old people stuff... The Greying of Thailand), we managed to visit this company called Lohakij Metal, an ant-sized specialty steel company with market cap of only US$35m, so this is definitely for PA only yo. You try to put it in Fidelity's portfolio, next thing you know you gotta board seat yo! Now, we've always sworn off steel stocks, and we're still not gonna buy it yo. It's kinda like the family cult policy...I dunno, but i think this stock has…

Mitsubishi UFJ Financial (MUFG) ADR (MUFG US)

Lohakit Metal

Heavy Metal LHK