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: A New Asian Series TV Content Provider Emerges

IPO Radar: TOA, Thailand's New Paint Tycoon

South Series (Part 2): Here Comes The Flood

Thematic (Sector/Industry)

Thailand Consumer discretionary / Thematic (Sector/Industry)

<p><strong>Walking in the Rain. </strong>The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a low season, and this is why many companies have seasonally weak Q3. In the event of flood similar to the South ( <a href="https://www.smartkarma.com/insights/south-series-part-2-here-comes-the-flood" target="_blank" data-smartkarma-citation="insights:8328">South Series (Part 2): Here Comes The Flood</a>), there would likely be some stocks that benefit from the reconstruction theme, though we feel this is now quite unlikely. Thailand has not had a major flood in key economic zones like Bangkok and…</p>

Walking in the Rain. The rainy season generally follows summer and lasts between late May to October. For most companies, it will be considered a low season, and this is why many companies have seasonally weak Q3. In the event of flood similar to the South ( South Series (Part 2): Here Comes The Flood), there would likely be some stocks that benefit from the reconstruction theme, though we feel this is now quite unlikely. Thailand has not had a major flood in key economic zones like Bangkok and…

Stocks and Things to Watch Out For During the Rainy Season