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)

Thailand & malaysia / Thematic (Sector/Industry)

Welcome to the mystical world of Shariah investing!! Muslims account for one third of the global population, and they remain the most religious investors in the world. To be Shariah compliant, you need to:<ul><li>understand the various standards of Shariah compliance (Malaysian, Indonesian, MSCI). Malaysia is generally considered the Switzerland of Islamic Investing.</li><li>Monitor leverage, because usury is a sin and we only allow a certain level of leverage. Most banks are off bounds, except Islamic banks, which resemble private equity or venture capital from an economic standpoint.</li><li>Know which businesses makes your stocks forbidden. These generally include anything with alcohol, tobacco, pork, gambling, weapons, adult material, or even property financed by 'sinful' businesses.</li><li>understand the procedures needed to liquidate and remedy sinful investments.</li></ul>

Welcome to the mystical world of Shariah investing!! Muslims account for one third of the global population, and they remain the most religious investors in the world. To be Shariah compliant, you need to:understand the various standards of Shariah compliance (Malaysian, Indonesian, MSCI). Malaysia is generally considered the Switzerland of Islamic Investing.Monitor leverage, because usury is a sin and we only allow a certain level of leverage. Most banks are off bounds, except Islamic banks, which resemble private equity or venture capital from an economic standpoint.Know which businesses makes your stocks forbidden. These generally include anything with alcohol, tobacco, pork, gambling, weapons, adult material, or even property financed by 'sinful' businesses.understand the procedures needed to liquidate and remedy sinful investments.

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

North Bangkok Power Plant Block 1 Infrastructure Fund

Introduction to Islamic Investing (Theory)