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).

Thai Election 2019: Defeat in Parliament, Victory in Senate

Political Pit Stop (April): An Election Gridlock

The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles

"Watch-Gate": Ticking Political Time Bomb or Tempest in the Teacup?

Political Pit Stop (February): Candidate Rosters Out

2019 Elections - Part 1. Thailand: Magic Moment for Democracy’s Return?

Political Pit Stop (January): Election Delay!

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who 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 17 years, of which 14 were in research and 4 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 provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Thematic (Sector/Industry)

In the recent weeks, the election race heated up, and that's not surprising when the elections are happening on the 24th. Even by Thai standards, some of these developments were considered quite landmark. Here's three of the top ones:<ul>
<li>
The Thai Raksa Chart Incident. After nominating the King's eldest sister as Prime Minister, the smaller Thaksinite party faces prospect of dissolution and public backlash.</li>
<li>
National Debate. In a rare Thai Rath event lasting more than an hour, seven political parties, including all the four main ones, get to voice their key policies and even a chance at shooting down each other's campaign promises. MCorp Review provides some highlights on the debate.</li>
<li>
Army budget. The Thaksinites recently declared that they would cut the defense budget by 10% if elected, touching on one of the most sensitive issues for the Army faction. This is arguably the hottest issue on the media right now.</li>
</ul>

In the recent weeks, the election race heated up, and that's not surprising when the elections are happening on the 24th. Even by Thai standards, some of these developments were considered quite landmark. Here's three of the top ones:

The Thai Raksa Chart Incident. After nominating the King's eldest sister as Prime Minister, the smaller Thaksinite party faces prospect of dissolution and public backlash.

National Debate. In a rare Thai Rath event lasting more than an hour, seven political parties, including all the four main ones, get to voice their key policies and even a chance at shooting down each other's campaign promises. MCorp Review provides some highlights on the debate.

Army budget. The Thaksinites recently declared that they would cut the defense budget by 10% if elected, touching on one of the most sensitive issues for the Army faction. This is arguably the hottest issue on the media right now.


Sino-Thai Engineering & Construction (STEC TB)

Political Pit Stop (March): Time of Controversy