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).

US Government Shutdown a Short Term Catalyst for Thai Equities

Black Swans, Paradigm Shifts, and Other Ideas

Thematic (Sector/Industry)

<p>As UOB's wealth management client, we were invited to their "US elections - Investment Direction" Seminar today. Granted, not the whole presentation was interesting. Wellington, one of the world's biggest funds, was mainly talking about their 3D (Diversified + Dynamic + Discipline) "All-weather" portfolio, which is just a way of saying they didn't care who won the elections yo. The representative from Krungsri Asset, a unit of <a href="https://www.smartkarma.com/entities/136" target="_blank" data-smartkarma-citation="entities:136:1">Bank Of Ayudhya Pcl (BAY TB)</a>, seemed to be there primarily as…</p>

As UOB's wealth management client, we were invited to their "US elections - Investment Direction" Seminar today. Granted, not the whole presentation was interesting. Wellington, one of the world's biggest funds, was mainly talking about their 3D (Diversified + Dynamic + Discipline) "All-weather" portfolio, which is just a way of saying they didn't care who won the elections yo. The representative from Krungsri Asset, a unit of Bank Of Ayudhya Pcl (BAY TB), seemed to be there primarily as…

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

Schroders & BOT on Trump/Asia