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).

Quick Run Down on Valentine Stocks...Sad!

Songkran-Themed Stocks: A Week's Countdown

The Autobot Update (April V1): New Safety Rules...Gulp!

Equity Bottom-Up

<p><strong>Private sector stops mourning on Jan 22. </strong>Private citizens and employees of private companies are expected to stop mourning on this Sunday, since the 100 day mourning period lasts until Saturday (Jan. 21). Investors should not expect full recovery in consumption, since civil servants of government agencies and employees of state enterprises are expected to adhere to mourning for full year (ie. October 13). Foreign tourists will be considered as private citizens. If you are a civil servant working…</p>

Private sector stops mourning on Jan 22. Private citizens and employees of private companies are expected to stop mourning on this Sunday, since the 100 day mourning period lasts until Saturday (Jan. 21). Investors should not expect full recovery in consumption, since civil servants of government agencies and employees of state enterprises are expected to adhere to mourning for full year (ie. October 13). Foreign tourists will be considered as private citizens. If you are a civil servant working…

Momentum Stocks After the 100-Day Mourning Period

Thai Beverage

Momentum Stocks After the 100-Day Mourning Period