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).

5 Ways Amazon Will Disrupt Commerce Before Amazon Go Becomes A Mainstream Retail Concept

Silicon Stories#2: The E-Power Revolution

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

Silicon September 1.0: Ride Hailing and Autonomous Driving

Equity Bottom-Up

<p>Following on last year's Silicon September, we introduce a new tech series starting with the Amazon Go concept and possible applications &amp; implications on Thai retail sector. In one sense, it's not really e-commerce but more like fintech-infused physical retailing. There are many quirks to work out regarding security and smooth functioning, but if this works, it could really reduce chronic labor shortage...maybe even swing the pendulum and increase domestic unemployment. In terms of tech innovation amongst Thai retailers, we have found that CP All and Big C, now part of Berli Jucker, are at the forefront of innovation, but <em>MCorp Review</em> also considers them to be seriously lagging relative to those in America and Japan.</p>

Following on last year's Silicon September, we introduce a new tech series starting with the Amazon Go concept and possible applications &amp; implications on Thai retail sector. In one sense, it's not really e-commerce but more like fintech-infused physical retailing. There are many quirks to work out regarding security and smooth functioning, but if this works, it could really reduce chronic labor shortage...maybe even swing the pendulum and increase domestic unemployment. In terms of tech innovation amongst Thai retailers, we have found that CP All and Big C, now part of Berli Jucker, are at the forefront of innovation, but MCorp Review also considers them to be seriously lagging relative to those in America and Japan.

Silicon Stories#1: Intelligent Shopping (The Rise of Amazon Go)

CP ALL PCL

Silicon Stories#1: Intelligent Shopping (The Rise of Amazon Go)