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).

Reality Check X: What Does the IPhone 8 Launch Mean for Thai Operators?

The IPhone X Hits Thailand in Another Stalemate

DTAC's Plan B: 2300MHz Spectrum JV with TOT

Reality Check VI: How "Crazy" Is the IPhone 7 Subsidy? Or Is It?

Equity Bottom-Up

Total Access Communication / Equity Bottom-Up

<p>If you had three drunk guys in a bar brawl, sooner or later they're gonna stop whacking each other, because they're either bloody, tired, or both. That would be an apt description for the Thai mobile sector. The sector is considered one of the defensive ones (along with power) and has been one of the best performing parts of our portfolio as Thai investors are lost in the grips of global instability ( <a href="https://www.smartkarma.com/insights/world-war-3-what-why-will-it" target="_blank" data-smartkarma-citation="insights:10014">World War 3: What, Why, Will It?</a>) and <strong>ho-hum bank results with higher NPLs </strong>for just about any…</p>

If you had three drunk guys in a bar brawl, sooner or later they're gonna stop whacking each other, because they're either bloody, tired, or both. That would be an apt description for the Thai mobile sector. The sector is considered one of the defensive ones (along with power) and has been one of the best performing parts of our portfolio as Thai investors are lost in the grips of global instability ( World War 3: What, Why, Will It?) and ho-hum bank results with higher NPLs for just about any…

Reality Check VII: Are Operators Toning Down the IPhone Wars?