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).

Stocks and Things to Watch Out For During the Rainy Season

Rabble Rousers (Ep. 4): The Best Show in Town

Revisiting Thai Media...The Three Musketeers

Equity Bottom-Up

The Quickie View. With the exception of BEC World, most of the Thai media stocks appear to be a little stretched in terms of valuations. Nevertheless, it is quite understandable. New hit programs such as Workpoint's Masked Singer and surprise hits like DreamWork's Boss Baby may look like one-hit wonders, but they will keep the sector's momentum going for a while. Is this Dreamwork's plan to break through the Disney hold of box offices? Maybe, but in the meantime cinema operators like Major (…

The Quickie View. With the exception of BEC World, most of the Thai media stocks appear to be a little stretched in terms of valuations. Nevertheless, it is quite understandable. New hit programs such as Workpoint's Masked Singer and surprise hits like DreamWork's Boss Baby may look like one-hit wonders, but they will keep the sector's momentum going for a while. Is this Dreamwork's plan to break through the Disney hold of box offices? Maybe, but in the meantime cinema operators like Major (…

Revisiting Thai Media: Stronger than Initially Expected

BEC World Public

Revisiting Thai Media: Stronger than Initially Expected