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).

Silicon September 4.0: Drones & Internet of Things

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Silicon September 2.0: Fintech Revolution...Incumbents Vs Insurgents

Silicon September 1.0: Ride Hailing and Autonomous Driving

Equity Bottom-Up

<table class="table table-striped"><tbody>
<tr>
<td style="text-align: left;"><strong>Stock</strong></td>
<td style="text-align: left;"><strong>Business</strong></td>
<td style="text-align: left;"><strong>Shr pr</strong></td>
<td style="text-align: left;"><strong>Mkt cap (US$ bn)</strong></td>
<td style="text-align: left;"><strong>PE (x)</strong></td>
<td style="text-align: left;"><strong>Yield (%)</strong></td>
<td style="text-align: left;"><strong>ROI (%)</strong></td>
</tr>
<tr>
<td>Facebook (FB)</td>
<td>Social network</td>
<td>USD128</td>
<td>358</td>
<td>61.3</td>
<td>0</td>
<td>12.6</td>
</tr>
<tr>
<td>Softbank (9984)</td>
<td>Venture capital</td>
<td>6,691 Yen</td>
<td>78.5</td>
<td>17.7</td>
<td>0.6</td>
<td>3.4</td>
</tr>
<tr>
<td>Fanuc (6954)</td>
<td>Robotics</td>
<td>16,735 Yen</td>
<td>33.5</td>
<td>23.5</td>
<td>2.9</td>
<td>10.2</td>
</tr>
<tr>
<td>Intuch</td>
<td>Telecoms/venture cap</td>
<td>52.25 Baht</td>
<td>4.8</td>
<td>8.8</td>
<td>8.8</td>
<td> 54.8</td>
</tr>
</tbody></table><p><strong>Two Old Men. </strong>As we highlighted earlier in <a href="https://www.smartkarma.com/insights/sathorn-series-1-the-case-against-rate-cuts" target="_blank" data-smartkarma-citation="insights:5359">Sathorn Series 1: The Case Against Rate Cuts</a> , Thailand is the oldest population in ASEAN, so it's no wonder we look to Japan, the country with Asia's oldest population for leadership and inspiration for…</p>



Stock
Business
Shr pr
Mkt cap (US$ bn)
PE (x)
Yield (%)
ROI (%)


Facebook (FB)
Social network
USD128
358
61.3
0
12.6


Softbank (9984)
Venture capital
6,691 Yen
78.5
17.7
0.6
3.4


Fanuc (6954)
Robotics
16,735 Yen
33.5
23.5
2.9
10.2


Intuch
Telecoms/venture cap
52.25 Baht
4.8
8.8
8.8
 54.8

Two Old Men. As we highlighted earlier in Sathorn Series 1: The Case Against Rate Cuts , Thailand is the oldest population in ASEAN, so it's no wonder we look to Japan, the country with Asia's oldest population for leadership and inspiration for…

Silicon September 3.0: Changing the Rules of Productivity (AI, VR, & Robotics)

Intouch Holdings

Silicon September 3.0: Changing the Rules of Productivity (AI, VR, & Robotics)