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).

Reality Check XV: How Might a GPSC-Glow Deal Look Like?

Telecom Review (June 2018): New DTAC Leadership

Thai Wireless: No Spectrum Bidders. NBTC Tries Again but AIS Position Looks to Be Strengthened

Snippets #10: Thailand Goes 5G...SCB/TMB Tie-Up?

Telecom Review: True Says No to 1800MHz, Now What?

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).

Thematic (Sector/Industry)

<p><strong>DTAC refuses to bid. Now What? </strong>Last Friday, one of the craziest things happened in Thai telecom history. Much like the time CAT managed to block a 3G license bidding in 2013 after a decade of delay, DTAC said it was not bidding for the 1800MHz spectrum in August. This sounds pretty crazy, considering the fact that both True Move and AIS ( <a href="https://www.smartkarma.com/insights/telecom-review-true-says-no-to-1800mhz-now-what" target="_blank" data-smartkarma-citation="insights:20610">Telecom Review: True Says No to 1800MHz, Now What?</a>) has already said that they weren't bidding...True more forcefully than AIS. Sure, DTAC already has the…</p>

DTAC refuses to bid. Now What? Last Friday, one of the craziest things happened in Thai telecom history. Much like the time CAT managed to block a 3G license bidding in 2013 after a decade of delay, DTAC said it was not bidding for the 1800MHz spectrum in August. This sounds pretty crazy, considering the fact that both True Move and AIS ( Telecom Review: True Says No to 1800MHz, Now What?) has already said that they weren't bidding...True more forcefully than AIS. Sure, DTAC already has the…

Maybank Kim Eng Securities Thailand (MBKET TB)

Global Power Synergy Company Ltd (GPSC TB)

Snippets #11: DTAC Says No to 1800MHz?!?