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).

Two Outstanding Property Companies: ANANDA & LALIN

The Best of August / September Company Visits

Reality Check III: Is This Time to Sell Thai Property?

Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?

The New Abnormal (Part II): Boosting Consumption & Hypermarket Wars

Equity Bottom-Up

Introducing the Niche. One management professor I know argued that in this world, all business strategies fall neatly into one of the three categories, namely cost leadership, differentiation, and niche. Philosophical debate aside, the niche is simply a customer segment that is so small that the bigger players can not focus on it. Without that focus, they allow the niche player to grow in it, but he seldom endangers them too...since it's such a small segment. Today, we had the opportunity to…

Introducing the Niche. One management professor I know argued that in this world, all business strategies fall neatly into one of the three categories, namely cost leadership, differentiation, and niche. Philosophical debate aside, the niche is simply a customer segment that is so small that the bigger players can not focus on it. Without that focus, they allow the niche player to grow in it, but he seldom endangers them too...since it's such a small segment. Today, we had the opportunity to…

CP ALL PCL

Niche Players in Retailing and Property