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).

Snippets#4: Ferrum's Transformation from Phones to Power Plants

Snippets#5: Trump Vs Techdom, Clash of the Titans

Snippets#6: CENTEL's KFC Bid, Trump's Flabby Dollar$

Snippets#2: Most Profitable Bank's Best Year

Equity Bottom-Up

<div class="content-highlight"><p><strong>Five defaults in a row. </strong>B/Es of Bills of Exchanges are common debt instruments issued by smaller companies who may not have good access to bank credit due to credit worthiness issues. The catch is that they do not require credit ratings from either Fitch (Thailand) or TRIS, and they have attracted many investors in this low rate environment because they tend to offer better yields. However, they are certainly not fail-safe. Five of these issuers have recently defaulted, namely Rich Asia, KC…</p></div>

Five defaults in a row. B/Es of Bills of Exchanges are common debt instruments issued by smaller companies who may not have good access to bank credit due to credit worthiness issues. The catch is that they do not require credit ratings from either Fitch (Thailand) or TRIS, and they have attracted many investors in this low rate environment because they tend to offer better yields. However, they are certainly not fail-safe. Five of these issuers have recently defaulted, namely Rich Asia, KC…

Snippets#3: Thailand's New Debt Crisis? Hmm...Maybe Not

Banpu Public

Snippets#3: Thailand's New Debt Crisis? Hmm...Maybe Not