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).

Political Pit Stop (April): An Election Gridlock

The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles

Three of a Kind: Hotels, Snake Oil, & Truckers

IPO Radar: M Vision, The Guys Who Bought Us the Iconic Mobile Expo

Telecom Review: DTAC's Costly Decision in the Spectrum Wars

Telecom Review (June 2018): New DTAC Leadership

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 Bottom-Up

<p>For the first week of September, <em>MCorp Review </em>visited M-Vision, the key organizers of Thailand's Mobile Expo. The stock remains up almost 60% since its IPO back in early August. Ostentation and conspicuous consumption habits can be more important than economy here. While Huawei has beaten Apple in global markets, they are a distant number 4 in Thailand according to Statcounter, and that shows you the importance of proper displays, an area where M Vision excels in. Another company that we bumped…</p>

For the first week of September, MCorp Review visited M-Vision, the key organizers of Thailand's Mobile Expo. The stock remains up almost 60% since its IPO back in early August. Ostentation and conspicuous consumption habits can be more important than economy here. While Huawei has beaten Apple in global markets, they are a distant number 4 in Thailand according to Statcounter, and that shows you the importance of proper displays, an area where M Vision excels in. Another company that we bumped…

IPO Stalker: M Visions, Mobile Expo Organizers

M Vision PCL

IPO Stalker: M Visions, Mobile Expo Organizers