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).

The Autobot Update (December V2): Toyota's Last Stand

Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?

Thai British: Looking Under That TKS Hood

The Autobot Update (December): A Visual Tour to the Motor Expo Yo!

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

<p>For this week, we visited two companies which are already in our portfolio: 1)  TKS, one of the small cap stocks where we have one of our largest positions, and 2) <a href="https://www.smartkarma.com/entities/11778" target="_blank" data-smartkarma-citation="entities:11778:1">Somboon Advance Technology P (SAT TB)</a>, one of the best performing auto stocks in Thailand. Somboon Advance is a recurring theme in The Autobot Update. Their big customers include Toyota and Mitsubishi. It's also the best performing stock in our portfolio, up 64% since we first bought it a few years ago.</p><p> TKS hasn't had quite a stellar…</p>

For this week, we visited two companies which are already in our portfolio: 1)  TKS, one of the small cap stocks where we have one of our largest positions, and 2) Somboon Advance Technology P (SAT TB), one of the best performing auto stocks in Thailand. Somboon Advance is a recurring theme in The Autobot Update. Their big customers include Toyota and Mitsubishi. It's also the best performing stock in our portfolio, up 64% since we first bought it a few years ago. TKS hasn't had quite a stellar…

Small Cap Diary: TKS and the Anti-Tesla Play

TKS Technologies

Small Cap Diary: TKS and the Anti-Tesla Play