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 2017: What's With MONO and HBO Yo?

Revisiting Thai Media: Stronger than Initially Expected

Equity Bottom-Up

Time for Rotation Yo! We hold all three stocks in this table and monitor them regularly yo. At this point, we recommend doubling down on BEC and MONO but are now planning to take some profits on MAJOR. The de facto cinema operator has risen 15% since we first bought it, and its value is now almost as big as the sector flagship BEC World. Also, we think that the two biggest movies of this month, namely Star Wars Rogue One and remake of Xbox/Ubisoft game phenomenon Assassin's Creed, are both out…

Time for Rotation Yo! We hold all three stocks in this table and monitor them regularly yo. At this point, we recommend doubling down on BEC and MONO but are now planning to take some profits on MAJOR. The de facto cinema operator has risen 15% since we first bought it, and its value is now almost as big as the sector flagship BEC World. Also, we think that the two biggest movies of this month, namely Star Wars Rogue One and remake of Xbox/Ubisoft game phenomenon Assassin's Creed, are both out…

Revisiting Thai Media...The Three Musketeers

BEC World Public

Revisiting Thai Media...The Three Musketeers