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).

Thai Macro Watch: Osaka, Trump, & Automation

Thai Macro Watch (June 18): North Korean Long Shots in the Thai Market

Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who 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 17 years, of which 14 were in research and 4 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 provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Thematic (Sector/Industry)

Thailand Textiles, apparel and luxury goods / Thematic (Sector/Industry)

<p>A recent report by <em>Verisk Maplecroft</em> has some pretty grim conclusions for labor markets in Asia. It's pretty long reading, but they highlight the risk that in many Asian markets, labor will become super cheap as they are forced to compete with robots:</p><ul>
<li>China bought 30% of the industrial robots globally.</li>
<li>According to the ILO (International Labor Organization), ASEAN-5 countries could see 56% job loss to robots by 2040.  </li>
<li>On the bright side, Thailand seems to have the best chance of escaping this…</li>
</ul>

A recent report by Verisk Maplecroft has some pretty grim conclusions for labor markets in Asia. It's pretty long reading, but they highlight the risk that in many Asian markets, labor will become super cheap as they are forced to compete with robots:
China bought 30% of the industrial robots globally.
According to the ILO (International Labor Organization), ASEAN-5 countries could see 56% job loss to robots by 2040.  
On the bright side, Thailand seems to have the best chance of escaping this…


Maplecroft on Labor & Robotics