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).

Chef's Selection: November & December Company Visits

BJC (BJC TB): Realizing Synergies from Big C Acquisition

SIS: Total IT Provider with Feet on the Ground Eyes Profits in the Clouds

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

Value Traps: Dinosaur Stocks in the Digital Age

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

Silicon Stories #4: The One About Microsoft

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).

Equity Bottom-Up

SiS Distribution (Thailand) PCL / Equity Bottom-Up

<p>Back in my MBA days, one of the most famous business heroes back then was Michael Dell...someone crazy enough to say his life mission was to beat IBM....and actually achieve it many years later. One of my ex-boss who lived in Texas said that Michael Dell started out like a kid assembling PCs at Panthip, but by the time we read <em>Direct From Dell, </em>he had already become the fifth richest man in the world. Of course today, Dell is a fraction of its former self. Even after the takeover of EMC, few…</p>

Back in my MBA days, one of the most famous business heroes back then was Michael Dell...someone crazy enough to say his life mission was to beat IBM....and actually achieve it many years later. One of my ex-boss who lived in Texas said that Michael Dell started out like a kid assembling PCs at Panthip, but by the time we read Direct From Dell, he had already become the fifth richest man in the world. Of course today, Dell is a fraction of its former self. Even after the takeover of EMC, few…

SiS Distribution (Thailand) PCL

SIS...If Dell Could Start Over