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).

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

Jasmine International PCL / Equity Bottom-Up

<p>When Dr. Adisai Bhodaramik founded Jasmine Group, it was seen as an important competitor of industry giant AIS. The Group's upcountry fixed line carrier TT&amp;T threatened to unlock the potential outside Bangkok, while Jasmine Submarine and ACES would unlock the communication of the seas and skies itself. That all came crashing down in 1997, but his son Pete would make a comeback transforming it into a successful broadband Internet provider. Today, Pete is richer than Mitt Romney, and despite his aversion to the limelight, he can't seem to keep off the news with suspicions around his tender offers in JAS and JTS, the blockbuster IPO of JASIF (one of our new top picks), and the slow but steady rise of MONO, Thailand's Hollywood channel. This is why the Bhodaramik family and Jasmine Group are first of the <strong>smaller yet industry-changing</strong> tycoons we profile in our new series.</p>

When Dr. Adisai Bhodaramik founded Jasmine Group, it was seen as an important competitor of industry giant AIS. The Group's upcountry fixed line carrier TT&amp;T threatened to unlock the potential outside Bangkok, while Jasmine Submarine and ACES would unlock the communication of the seas and skies itself. That all came crashing down in 1997, but his son Pete would make a comeback transforming it into a successful broadband Internet provider. Today, Pete is richer than Mitt Romney, and despite his aversion to the limelight, he can't seem to keep off the news with suspicions around his tender offers in JAS and JTS, the blockbuster IPO of JASIF (one of our new top picks), and the slow but steady rise of MONO, Thailand's Hollywood channel. This is why the Bhodaramik family and Jasmine Group are first of the smaller yet industry-changing tycoons we profile in our new series.

Rabble Rousers (Season Premiere): Now You See Me, Now You Don't