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).

Thai Industrial and the Trade War Resolutions

Smartkarma Corporate Webinar | Shipping: The Impact of COVID-19 and PSL’s Response

Thai Macro Watch (April'18): China's Retaliation

Thai Macro Watch (March'18): Dodging the Global Trade War

Thai Macro Watch (January'18): The Strong Baht Scare

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)

Thailand Materials / Thematic (Sector/Industry)

<p>Shortly after China retaliated with US$50bn tariffs on over 100 different items, Trump anted the game by getting the American government to consider raising tariffs on even more items. If this goes through, the Bloomberg claims that the tariffs will amount to US$100bn. In the near term, it is difficult to say when this trade war will end, but contrary to earlier articles, the new Chinese items affected by this second round of tariffs may actually provide some positives for certain Thai stocks…</p>

Shortly after China retaliated with US$50bn tariffs on over 100 different items, Trump anted the game by getting the American government to consider raising tariffs on even more items. If this goes through, the Bloomberg claims that the tariffs will amount to US$100bn. In the near term, it is difficult to say when this trade war will end, but contrary to earlier articles, the new Chinese items affected by this second round of tariffs may actually provide some positives for certain Thai stocks…

Silver Lining in the Trade War Playbook