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).

The Next Victim of the KFC Deal Could Be...Pepsi!

TTA's Next Act: BDI Recovery...Pizza Hut?

Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron

Thai-Coons (Ep. 3): RBS Logo...Seriously?

Two of a Kind: Gloomy Hotel, Bright Contractor

Event-Driven

Yesterday, Yum! Brands announced that it would sell the 240 KFC stores it currently runs to Thai Beverage, the liquor conglomerate owned by Thailand’s second richest man (Charoen Sirivadhanbakdi) that already has investments in restaurants via Oishi.Some background would be useful. Yum! Brands is one of the world’s largest restaurant group. Originally part of Pepsi, it was known as Tricon, because it controlled three brands: KFC (which it bought from Colonel Sanders), Pizza Hut (aka biggest…

Yesterday, Yum! Brands announced that it would sell the 240 KFC stores it currently runs to Thai Beverage, the liquor conglomerate owned by Thailand’s second richest man (Charoen Sirivadhanbakdi) that already has investments in restaurants via Oishi.Some background would be useful. Yum! Brands is one of the world’s largest restaurant group. Originally part of Pepsi, it was known as Tricon, because it controlled three brands: KFC (which it bought from Colonel Sanders), Pizza Hut (aka biggest…

KFC Thailand: Thai Bev Puts CENTEL Down for the Count