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).

The Thaksin Empire Strikes Back (Part II)

Somchai's Acquittal, a New Twist in Thai Politics

Revisiting Thai Media: Stronger than Initially Expected

Thai Market Update: Europe, Tourism, and More

Thematic (Sector/Industry)

<p>This is a quickie run-down on <em>MCorp Review</em>'s overweight and underweights for sectors in Thailand as well as brief follow-up commentary. The IPO market has been surprisingly weak this year. Partly, it could just be timing, but after the first day of trading, there's really no chance for a one-day pop that doubles or triples your share price anymore. Partly, this could be that some of the recent IPOs (eg. WHAUP, MM) happened just before the long Songkran holiday (April 13-17), and Thai fund…</p>

This is a quickie run-down on MCorp Review's overweight and underweights for sectors in Thailand as well as brief follow-up commentary. The IPO market has been surprisingly weak this year. Partly, it could just be timing, but after the first day of trading, there's really no chance for a one-day pop that doubles or triples your share price anymore. Partly, this could be that some of the recent IPOs (eg. WHAUP, MM) happened just before the long Songkran holiday (April 13-17), and Thai fund…

Sector Weights for Thailand