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 H: Cryptocurrency Craze Update

IPO Radar: CMC, New Condo Listing...Literally

Silicon Stories E: The Sound of Digital Music

Silicon Stories D: Five Lessons from the Sharing Economy's Non-Starters

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who 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 17 years, of which 14 were in research and 4 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 provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Thematic (Sector/Industry)

<p><strong>Netflix faces many challenges in Thailand compared to more developed markets, such as: 1) prevalence of piracy; 2) weak broadband Internet infrastructure; and 3) the chicken-and-egg problem of scale. </strong>The problems are not insurmountable, but at the moment, we see very little evidence of their success here. Rival video streaming apps such as Hooq and Primetime have also made their debut here by partnering with mobile operators AIS and DTAC for distribution. </p><table class="table table-striped"><tbody>
<tr>
<td>Stocks</td>
<td>Business</td>
<td style="text-align: center;">Shr pr (Bt/sh)</td>
<td style="text-align: center;">Mkt cap</td>
</tr>
</tbody></table>…

Netflix faces many challenges in Thailand compared to more developed markets, such as: 1) prevalence of piracy; 2) weak broadband Internet infrastructure; and 3) the chicken-and-egg problem of scale. The problems are not insurmountable, but at the moment, we see very little evidence of their success here. Rival video streaming apps such as Hooq and Primetime have also made their debut here by partnering with mobile operators AIS and DTAC for distribution. 

Stocks
Business
Shr pr (Bt/sh)
Mkt cap

…

Silicon Stories G: Netflix's Uphill Battle in Thailand