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).

November & Beyond (Part 2): Party Time for the Deal Makers

Dawn of the Trump Era: Loy Kratong & Thematic Small Caps

American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally

Thai Market Strategy Update: The Second Wind

Thematic (Sector/Industry)

For the next quarter, we advise investors to take a more defensive stance, as media and tourism-related activities slow down during this mourning period. In December, a Fed rate hike will also dampen market sentiments especially for yield stocks. In light of this, we are:<ul><li>presenting a new list of MCorp Review top picks (TIPCO, SCB, PTT, BTS, and JASIF). Note that only TIPCO remains from the original list from July.</li><li> providing sector-by-sector comments on sector weightings (OW/UW/Neutral), preferred stock picks in each sector, and highlight some developments.</li><li>highlight some issues related to mourning and how they impact stocks, although we highlight this is a short-term phenomenon. The mourning period is only 100 days, so everything should return to normal around late January (~Jan 21, 2017).</li></ul>In the next installment of this two part series, we will look at deal-related issues (both current and potential) as well as other events, such as the recent Nation Group scandal.

For the next quarter, we advise investors to take a more defensive stance, as media and tourism-related activities slow down during this mourning period. In December, a Fed rate hike will also dampen market sentiments especially for yield stocks. In light of this, we are:presenting a new list of MCorp Review top picks (TIPCO, SCB, PTT, BTS, and JASIF). Note that only TIPCO remains from the original list from July. providing sector-by-sector comments on sector weightings (OW/UW/Neutral), preferred stock picks in each sector, and highlight some developments.highlight some issues related to mourning and how they impact stocks, although we highlight this is a short-term phenomenon. The mourning period is only 100 days, so everything should return to normal around late January (~Jan 21, 2017).In the next installment of this two part series, we will look at deal-related issues (both current and potential) as well as other events, such as the recent Nation Group scandal.

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

November & Beyond (Part 1): Shields Up, Spartans!