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).

PTT Group: GPSC-Glow Deal Update / Getting GGC Back on Track

Snippets #14: Prayuth's Election Run, the Year's Biggst IPO

Snippets #15: Central's Big Plans, BAY's Big Garage Sale

Little Thai-Coons of 2018 (Part I): Chemistry of Wealth

ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018

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

Global Green Chemicals / Equity Bottom-Up

<p><strong>The Case of The Missing 72,000 Tons. </strong>The stock price of PTT's flagship renewable company, GGC ( <a href="https://www.smartkarma.com/insights/a-power-update-with-ptt" target="_blank" data-smartkarma-citation="insights:10965">A Power Update With PTT</a>), tanked after it reported that some 72,000 tons of raw material went missing, and this missing cache is said to be cause damages worth a whopping Bt2.1bn. Since it hasn't been resolved and June is over, this will hit Q2 results and turn GGC into a loss. First, let's talk about the missing stuff. GGC takes feedstocks in the form of CPO (crude palm oil) and turns them into…</p>

The Case of The Missing 72,000 Tons. The stock price of PTT's flagship renewable company, GGC ( A Power Update With PTT), tanked after it reported that some 72,000 tons of raw material went missing, and this missing cache is said to be cause damages worth a whopping Bt2.1bn. Since it hasn't been resolved and June is over, this will hit Q2 results and turn GGC into a loss. First, let's talk about the missing stuff. GGC takes feedstocks in the form of CPO (crude palm oil) and turns them into…

Snippets #13: Dude, Where's My Inventory?