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).

AOT: Airport Services Set Altitude Record

Songkran-Themed Stocks: A Week's Countdown

Quick Run Down on Valentine Stocks...Sad!

Equity Bottom-Up

The Number One Foreign Destination for Thai outbound tourists is Japan. Over the past five years, it's grown 36% per year. Last year, the growth slowed down to 13%, but that's on a base of close to a million. This year, we seem on track to cross the million mark, since the first two months alone, some 140,300 Thais have gone to the Land of Rising Sun. On this theme, we focus on airports and airlines, since the hotels are mainly based in Thailand. Chains such as MINT may have presence in weird…

The Number One Foreign Destination for Thai outbound tourists is Japan. Over the past five years, it's grown 36% per year. Last year, the growth slowed down to 13%, but that's on a base of close to a million. This year, we seem on track to cross the million mark, since the first two months alone, some 140,300 Thais have gone to the Land of Rising Sun. On this theme, we focus on airports and airlines, since the hotels are mainly based in Thailand. Chains such as MINT may have presence in weird…

Asia Aviation

It's Songkran. Let's Fly to Japan!