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).

Jasmine Investigations...No Pain, No Gain

Event-Driven

<p><strong>We Told You So</strong>. We cashed out on JTS at Bt2.2/sh yesterday, capturing a profit of almost 50% yesterday. Since then, we got many questions. In fact, the stock hit an all time high of Bt2.36/sh during trading hours, and everyone seems shocked that a money-losing contractor with no confirmation of takeover apart from some prank tender offer at Bt1.5/sh by the founding family could rise like a volcano. Now, we don't know what actually happened either, but "There's no smoke without the fire", so this…</p>

We Told You So. We cashed out on JTS at Bt2.2/sh yesterday, capturing a profit of almost 50% yesterday. Since then, we got many questions. In fact, the stock hit an all time high of Bt2.36/sh during trading hours, and everyone seems shocked that a money-losing contractor with no confirmation of takeover apart from some prank tender offer at Bt1.5/sh by the founding family could rise like a volcano. Now, we don't know what actually happened either, but "There's no smoke without the fire", so this…

Jasmine Telecom Systems

JTS...No Smoke Without the Fire Yo!