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).

Thaicom: Heads You Win, Tails...You Win a Little Less

Event-Driven

This morning, the financial news on TV (World Economic News Channel 19 Spring News) said that securities regulators are investigating Jasmine with regards to the tender offer and sharp rise in share prices. We didn't see much details, but Jasmine's lawyer did mention something about this deal being different from normal deals, because it was a tender offer by a private individual (CEO Pete Bhodaramik) than a firm. I think they are suggesting that regulators are confusing the issues. We don't…

This morning, the financial news on TV (World Economic News Channel 19 Spring News) said that securities regulators are investigating Jasmine with regards to the tender offer and sharp rise in share prices. We didn't see much details, but Jasmine's lawyer did mention something about this deal being different from normal deals, because it was a tender offer by a private individual (CEO Pete Bhodaramik) than a firm. I think they are suggesting that regulators are confusing the issues. We don't…

Jasmine Investigations...No Pain, No Gain

Jasmine International PCL

Jasmine Investigations...No Pain, No Gain