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

Silicon Stories #7: Saving Private Optimus

Silicon Stories #4: The One About Microsoft

Silicon Stories#2: The E-Power Revolution

Equity Bottom-Up

<p>At 42, Microsoft has had its fair share of misadventures. They basically wrote off the Nokia acquisition and soon won't be producing phones. The search engine Bing is a shadow of mighty Google, and their market cap has long been surpassed by mighty Apple. Yet, there's a silver lining to every company that's willing to re-invent itself. Xbox (game consoles) became a big hit on the back of games like Halo, Call of Duty, and Assassin Creed, and Kinect, the motion-sensory technology Xbox bought, has now found applications as diverse as medical research.</p><p>Nadella reversed Ballmer's (and also Gatesian) "not-invented-here" mindset, and we think Microsoft's fortunes will begin to turn as they collaborate with frenemies like Apple and Google. The Web hosting thing is taking off, so it's no wonder many people like Microsoft. It all reminds me of the little parable AIS said about eagles, so enjoy. That's some pretty hard-core stuff though.</p>

At 42, Microsoft has had its fair share of misadventures. They basically wrote off the Nokia acquisition and soon won't be producing phones. The search engine Bing is a shadow of mighty Google, and their market cap has long been surpassed by mighty Apple. Yet, there's a silver lining to every company that's willing to re-invent itself. Xbox (game consoles) became a big hit on the back of games like Halo, Call of Duty, and Assassin Creed, and Kinect, the motion-sensory technology Xbox bought, has now found applications as diverse as medical research.Nadella reversed Ballmer's (and also Gatesian) "not-invented-here" mindset, and we think Microsoft's fortunes will begin to turn as they collaborate with frenemies like Apple and Google. The Web hosting thing is taking off, so it's no wonder many people like Microsoft. It all reminds me of the little parable AIS said about eagles, so enjoy. That's some pretty hard-core stuff though.

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

Microsoft Corp

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