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).

IPO Radar: CMC, New Condo Listing...Literally

IPO Radar: M Vision, The Guys Who Bought Us the Iconic Mobile Expo

IPO Radar: Osothspa, The Thai Energy Giant Behind M-100/M-150

Silicon Stories H: Cryptocurrency Craze Update

Champions of 2017: Stocks With Eye-Popping Returns!

Small Cap Diary: Little ChewaThai's Big Ambitions

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>It turns out quite a few Thai developers are growing really fast, but we might not have really seen them in the past. A few of the past winners include Origin and LALIN ( <a href="https://www.smartkarma.com/insights/two-outstanding-property-companies-ananda-lalin" target="_blank" data-smartkarma-citation="insights:13535">Two Outstanding Property Companies: ANANDA &amp; LALIN</a>) and to a lesser extent Chewathai ( <a href="https://www.smartkarma.com/insights/small-cap-diary-little-chewathai-s-big-ambitions" target="_blank" data-smartkarma-citation="insights:17976">Small Cap Diary: Little ChewaThai's Big Ambitions</a>). In recent weeks, we caught up with the original winner (Origin from <a href="https://www.smartkarma.com/insights/champions-of-2017-stocks-with-eye-popping-returns" target="_blank" data-smartkarma-citation="insights:16572">Champions of 2017: Stocks With Eye-Popping Returns!</a>) but also met NVD (Nirvana Daii), now a subsidiary of Singha Estate…</p>

It turns out quite a few Thai developers are growing really fast, but we might not have really seen them in the past. A few of the past winners include Origin and LALIN ( Two Outstanding Property Companies: ANANDA &amp; LALIN) and to a lesser extent Chewathai ( Small Cap Diary: Little ChewaThai's Big Ambitions). In recent weeks, we caught up with the original winner (Origin from Champions of 2017: Stocks With Eye-Popping Returns!) but also met NVD (Nirvana Daii), now a subsidiary of Singha Estate…

Origin Property

Small Developers on Growth Spurt