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).

Sathorn Series 7: Twilight of Investment Banking?

Sathorn Series 8: Bailing Out on the Lil'l Guys

Sathorn Series 9: Surviving the Sunset in Thai Securities

Sathorn Series 2: Banks Under Storm (PromptPay & Deposit Guarantee Removal)

Sathorn Series 1: The Case Against Rate Cuts

Equity Bottom-Up

Maybank Kim Eng Securities Thailand / Equity Bottom-Up

Maybank Kim Eng Securities Thailand (MBKET TB)

Following the news and market talks on the Street, it brings us closer to the conclusion that: 1) Deutsche's bailout and eventual asset divestment could happen soon; and 2) Maybank KimEng, now Thailand's top broker, could lose half of its market share over the next 12 months. This is earth-shaking news. The way you exploit the first development is to short TISCO and long TCAP. For the second development, short MBKET and go long CIMBT. Scroll down, and you'll find out why MCorp Review thinks…

Following the news and market talks on the Street, it brings us closer to the conclusion that: 1) Deutsche's bailout and eventual asset divestment could happen soon; and 2) Maybank KimEng, now Thailand's top broker, could lose half of its market share over the next 12 months. This is earth-shaking news. The way you exploit the first development is to short TISCO and long TCAP. For the second development, short MBKET and go long CIMBT. Scroll down, and you'll find out why MCorp Review thinks…

Sathorn Series 6: Disappearing Deutsche, Breakaway Brokers