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).

MILL: Steel Provides Opportunities for Structural Growth

Watching the Sunset in Print Media & Steel

Equity Bottom-Up

<p>Today, we visited a steel company called MILL, and we gotta admit they sound quite upbeat. Anyway, you'll catch me dead first before you see me putting money into any steel company, but there's no harm telling their side of the story. So these guys primarily make billets from scrap metal, and there's a lotta competition from China, which has the smelters to make anything from ore. Thailand has natural disadvantages, because we have no iron ore at all. Now, MILL is trying to paint an upbeat…</p>

Today, we visited a steel company called MILL, and we gotta admit they sound quite upbeat. Anyway, you'll catch me dead first before you see me putting money into any steel company, but there's no harm telling their side of the story. So these guys primarily make billets from scrap metal, and there's a lotta competition from China, which has the smelters to make anything from ore. Thailand has natural disadvantages, because we have no iron ore at all. Now, MILL is trying to paint an upbeat…

Millcon Steel

Millcon...Man of Steel