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).

MC: Apparel Retailer Stretches Portfolio to Lifestyle Goods

Small Cap Diary: Flickering Light by the Sick Bay

Equity Bottom-Up

<p>For a stock trading at 25x trading on the small-cap MAI bourse with really no one covering it due to its microscopic size, you almost feel sorry for them (Exotic Foods, a sauce company), because these guys are so darn honest about the problems they have with their expansion plans yo. They are basically blaming everything they can find under the sun. Their first plant was done with Thai equipment and can be described as semi-manual, but now that their volumes have expanded, they decided to ramp…</p>

For a stock trading at 25x trading on the small-cap MAI bourse with really no one covering it due to its microscopic size, you almost feel sorry for them (Exotic Foods, a sauce company), because these guys are so darn honest about the problems they have with their expansion plans yo. They are basically blaming everything they can find under the sun. Their first plant was done with Thai equipment and can be described as semi-manual, but now that their volumes have expanded, they decided to ramp…

Small Cap Diary: An Exotic Expansion Plan Gone Bad

Exotic Food PCL

Small Cap Diary: An Exotic Expansion Plan Gone Bad