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 Stories #4: The One About Microsoft

Silicon Stories #5: Microsoft's Mid-Life Crisis

Silicon Stories#6: How To Get Rich Breaking Every Rule in Business

Silicon Stories#2: The E-Power Revolution

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

Equity Bottom-Up

<p><strong>An Ancient Quest.</strong> The ability to map the world accurately brings location-based technology to new levels. With GPS systems and Google Earth, we are finally able to connect shoppers to nearest shops and put a context into almost everything conceivable. A totally clueless driver from America can take his chances and drive a car to unfamiliar places in Thailand. For marketers and tourism practitioners, the potential is unlimited.</p><table class="table table-striped"><tbody>
<tr>
<td>Stocks</td>
<td>Business</td>
<td style="text-align: center;">Shr pr </td>
<td style="text-align: center;">Mkt cap (US$)</td>
<td style="text-align: center;">PE (x)</td>
<td style="text-align: center;">Yld (%)</td>
</tr>
<tr>
<td>GOOGL (Alphabet)</td>
<td>Interne</td>
</tr>
</tbody></table>…

An Ancient Quest. The ability to map the world accurately brings location-based technology to new levels. With GPS systems and Google Earth, we are finally able to connect shoppers to nearest shops and put a context into almost everything conceivable. A totally clueless driver from America can take his chances and drive a car to unfamiliar places in Thailand. For marketers and tourism practitioners, the potential is unlimited.

Stocks
Business
Shr pr 
Mkt cap (US$)
PE (x)
Yld (%)


GOOGL (Alphabet)
Interne

…

Alphabet

Silicon Stories#3: Mapping the World