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).

Introduction to Islamic Investing (Portfolio)

Turnarounds: Finding A Phoenix In the Land of the Dead

Equity Bottom-Up

<p>So far, the picks we had in <a href="https://www.smartkarma.com/insights/introduction-to-islamic-investing-portfolio" target="_blank" data-smartkarma-citation="insights:7929">Introduction to Islamic Investing (Portfolio)</a> actually did quite OK, thanks to TIPCO and INTUCH. BTS was the only stock that actually fell this year. On a blended basis, that's a 10% return, not bad considering that during the same period the Thai market rose only 2.3%. Anyway, just for fun, let's update the list with five new stocks. In this round, we focus mainly on small caps. In this round, we picked TKS, FORTH, Dental Corp, CNT, and MALEE.</p><table class="table table-striped"><tbody>
<tr>
<td>Stock</td>
<td style="text-align: center;">Returns YTD (%)</td>
</tr>
<tr>
<td>TIPC</td>
</tr>
</tbody></table>…

So far, the picks we had in Introduction to Islamic Investing (Portfolio) actually did quite OK, thanks to TIPCO and INTUCH. BTS was the only stock that actually fell this year. On a blended basis, that's a 10% return, not bad considering that during the same period the Thai market rose only 2.3%. Anyway, just for fun, let's update the list with five new stocks. In this round, we focus mainly on small caps. In this round, we picked TKS, FORTH, Dental Corp, CNT, and MALEE.

Stock
Returns YTD (%)


TIPC

…

Islamic Investing (Season 2): Let's Go Small Caps

TKS Technologies

Islamic Investing (Season 2): Let's Go Small Caps