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

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

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

Equity Bottom-Up

The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community security, increased crime rate, and tax evasion, it also threatens legitimate business owners in the hotel industry who play by the rules and pay corporate (and other) taxes. In Thailand, the largest hotel player in MINT, but smaller players like Laguna (LRH) and Erawan (ERW), one of our five top picks, may be even more affected. Property giant LH also offers service apartments and an 8% yield. They too may be caught in the cross-hairs of Airbnb. We also provide some basic jot-downs from our last meeting with MINT.

The sharing economy encompasses ride hailing and apps encouraging time sharing of property via Airbnb. Apart from obvious risk to community security, increased crime rate, and tax evasion, it also threatens legitimate business owners in the hotel industry who play by the rules and pay corporate (and other) taxes. In Thailand, the largest hotel player in MINT, but smaller players like Laguna (LRH) and Erawan (ERW), one of our five top picks, may be even more affected. Property giant LH also offers service apartments and an 8% yield. They too may be caught in the cross-hairs of Airbnb. We also provide some basic jot-downs from our last meeting with MINT.

Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry

Minor International

Silicon September 5.0: Sharing Economy...Phantom Menace for Hotel Industry