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).

Equity Bottom-Up

3BB Internet Infrastructure Fund / Equity Bottom-Up

3BB Internet Infrastructure Fund (3BBIF TB)

Market Jitters. For a short period of time, Thai equities touched the key resistance level of 1,400 this month, but as we predicted in <a href="https://www.smartkarma.com/insights/thai-market-strategy-update-the-second-wind" target="_blank" data-smartkarma-citation="insights:5780">Thai Market Strategy Update: The Second Wind</a> , it managed to hold above that level firmly. Yet, many of my friends continue to worry about the fate of the Thai market. Their fears are not entirely unfounded, because foreign investors have sold heavily on many periods in September even though Janet Yellen failed to hike rates. The MCorp Review continues to believe…

Market Jitters. For a short period of time, Thai equities touched the key resistance level of 1,400 this month, but as we predicted in Thai Market Strategy Update: The Second Wind , it managed to hold above that level firmly. Yet, many of my friends continue to worry about the fate of the Thai market. Their fears are not entirely unfounded, because foreign investors have sold heavily on many periods in September even though Janet Yellen failed to hike rates. The MCorp Review continues to believe…

Digital Telecommunications Infrastructure Fund (DIF TB)

Digital Telecommunications Infrastructure Fund

Six Over Six: Yield Shields for the Market Downturn