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).

DOD: Pronounced Growth Prospects, but Stock Is Fully Valued

IPO Radar: Rojukiss, a Korean Skincare High-Flyer of the ASEAN Region

DOD: Strong Performance Deserves a Re-Rating

IPO Stalker: TOA, More Expensive than a Modigliani

IPO Radar: Do Day Dream, the Turbo-Charged Snail Cream Startup

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).

Equity Capital Markets

<p>We looked at this biotech IPO of DOD, which seems to have a lot with the earlier success of <a href="https://www.smartkarma.com/entities/25886" target="_blank" data-smartkarma-citation="entities:25886:1">Do Day Dream PCL (DDD TB)</a>. The supplier of small brands of beauty and health supplements such as Jejuvita, Nuuslim, and Fita will be underwritten by boutique firm Advisory Plus, and internally, we have <strong>valued this stock at Bt4.4/sh</strong>. If they IPO at below this level, we will try to participate, even if our own capital is a bit limited now.  </p>

We looked at this biotech IPO of DOD, which seems to have a lot with the earlier success of Do Day Dream PCL (DDD TB). The supplier of small brands of beauty and health supplements such as Jejuvita, Nuuslim, and Fita will be underwritten by boutique firm Advisory Plus, and internally, we have valued this stock at Bt4.4/sh. If they IPO at below this level, we will try to participate, even if our own capital is a bit limited now.  

IPO Radar: DOD Biotech...Some Vitamin M (Money) For 2018

DOD Biotech PCL

IPO Radar: DOD Biotech...Some Vitamin M (Money) For 2018