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).

Sathorn Series D: KTB + TMB = Thailand's New Banking Godzilla Yo!

Sathorn Series E: New Wave of Bank Mergers?

Snippets #7: The End of Digital Banking Fees

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><strong>Syrian Tensions. </strong>The Western allied nations (America, France, and Britain) decided to launch a second attack on Syria on the same basis of the earlier attacks ( <a href="https://www.smartkarma.com/insights/war-in-syria-return-to-inflation" target="_blank" data-smartkarma-citation="insights:9874">War in Syria: Return to Inflation?</a>) ie use of chemical warfare against rebels and civilians. The real elephant in the room is Russia, from an economic standpoint, since any trade between Thailand and Syria is a negligible afterthought. With their earlier problems in London following suspected poisoning of defectors, they face the risk of…</p>

Syrian Tensions. The Western allied nations (America, France, and Britain) decided to launch a second attack on Syria on the same basis of the earlier attacks ( War in Syria: Return to Inflation?) ie use of chemical warfare against rebels and civilians. The real elephant in the room is Russia, from an economic standpoint, since any trade between Thailand and Syria is a negligible afterthought. With their earlier problems in London following suspected poisoning of defectors, they face the risk of…

Snippets #8: Syrian Tensions, PTT's New IPO!

PTT PCL

Snippets #8: Syrian Tensions, PTT's New IPO!