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 #7: Saving Private Optimus

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

Silicon Stories #4: The One About Microsoft

Equity Bottom-Up

A hedge fund manager started Amazon.com as an online bookstore around the same time his former boss started tech magazine Cnet. Stock price just went crazy, &amp; people assumed it was the dot com bubble. The startup had sales that were a fraction of Barnes &amp; Noble and no profit to speak off. Tulip bulbs, South Sea, ...Amazon.Fast forward three decades, Amazon has put bookstores out of business and set its eyes on dethroning Walmart, the world's biggest retailer. Profits still comes every blue moon, but the hedgie founder Jeff Bezos is the world's fourth richest man, occasionally beating the world's best investor Warren Buffet too. A Kindle Fire to keep iPad on its toes, Amazon Go! to drive every sales clerk in Americana (and maybe the world) out of job, Prime Services to threaten Netflix, and why not dominate the global cloud while we're at it. If Bezos is laughing so loud that you thought he went nuts, well...maybe he's not.In this review, we also examine the advent of e-commerce in Thailand and a little bit on China (the pirate mainland, Thailand's still a bit player) as an outsider following tech yo. Have a great weekend yo!

A hedge fund manager started Amazon.com as an online bookstore around the same time his former boss started tech magazine Cnet. Stock price just went crazy, &amp; people assumed it was the dot com bubble. The startup had sales that were a fraction of Barnes &amp; Noble and no profit to speak off. Tulip bulbs, South Sea, ...Amazon.Fast forward three decades, Amazon has put bookstores out of business and set its eyes on dethroning Walmart, the world's biggest retailer. Profits still comes every blue moon, but the hedgie founder Jeff Bezos is the world's fourth richest man, occasionally beating the world's best investor Warren Buffet too. A Kindle Fire to keep iPad on its toes, Amazon Go! to drive every sales clerk in Americana (and maybe the world) out of job, Prime Services to threaten Netflix, and why not dominate the global cloud while we're at it. If Bezos is laughing so loud that you thought he went nuts, well...maybe he's not.In this review, we also examine the advent of e-commerce in Thailand and a little bit on China (the pirate mainland, Thailand's still a bit player) as an outsider following tech yo. Have a great weekend yo!

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

Amazon.com Inc

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