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).

Songkran-Themed Stocks: A Week's Countdown

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

When China Sneezes, Thailand Catches a Cold

Equity Bottom-Up

Gong Xi Fa Cai! In this review, we highlight some of the companies (stocks) that could benefit from the Chinese New Year starting this week. In general, they can be divided into two themes, namely: 1) the shopping theme, which revolves around food, retailers, and some petrochemical stocks whose product can be used in the celebration (ie IVL); and 2) the tourism theme, which includes the airlines, airport operator AOT, and low-cost hotels like Erawan. Once again, these are not necessarily stocks endorsed by MCorp Review. We are just highlighting the ones that have exposure to Chicken...I mean Chinese... New Year yo. The banks may have trouble filling their ATM machines in time, and no bank serves more retail depositors than SCB.Wishing everyone of you who reads this become a billionaire this year....but that would really lead to a stock market bubble yo!! Xian Nian Kwai Ler!! Haha...

Gong Xi Fa Cai! In this review, we highlight some of the companies (stocks) that could benefit from the Chinese New Year starting this week. In general, they can be divided into two themes, namely: 1) the shopping theme, which revolves around food, retailers, and some petrochemical stocks whose product can be used in the celebration (ie IVL); and 2) the tourism theme, which includes the airlines, airport operator AOT, and low-cost hotels like Erawan. Once again, these are not necessarily stocks endorsed by MCorp Review. We are just highlighting the ones that have exposure to Chicken...I mean Chinese... New Year yo. The banks may have trouble filling their ATM machines in time, and no bank serves more retail depositors than SCB.Wishing everyone of you who reads this become a billionaire this year....but that would really lead to a stock market bubble yo!! Xian Nian Kwai Ler!! Haha...

CP FOODS

Momentum Stocks for the Chicken New Year