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 B: Airbnb...Zero to Hero in the Digital Age

Silicon Stories #10: Thailand Taxes the Internet

Equity Bottom-Up

Inspired by a trip to Zimbabwe and originally called Zimride, the Uber nemesis Lyft prides itself as being a ride sharing  rather than ride hailing app. At US$7.5bn, Lyft remains small relative to Uber. Critics have called it slow and quirky, and even author Brad Stone put them in the chapter on non-starters. But we suspect Lyft is here to stay. In many countries, Uber is unable to squash the competition entirely (China's Didi, ASEAN's Grab, etc), and Lyft does bring something different to the table: a collaborative structure, consumer idealism, and well...the ability to tip. There is also an interesting snippet about the three way relationship between them and GM, which we found a little strange.

Inspired by a trip to Zimbabwe and originally called Zimride, the Uber nemesis Lyft prides itself as being a ride sharing  rather than ride hailing app. At US$7.5bn, Lyft remains small relative to Uber. Critics have called it slow and quirky, and even author Brad Stone put them in the chapter on non-starters. But we suspect Lyft is here to stay. In many countries, Uber is unable to squash the competition entirely (China's Didi, ASEAN's Grab, etc), and Lyft does bring something different to the table: a collaborative structure, consumer idealism, and well...the ability to tip. There is also an interesting snippet about the three way relationship between them and GM, which we found a little strange.

Silicon Stories C: Hey Uber, Need a Lyft?