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).

Three Kingdoms of Thai Telecoms: The Battle of 2300MHz

Quick Run Down on Valentine Stocks...Sad!

DTAC's Plan B: 2300MHz Spectrum JV with TOT

Thematic (Sector/Industry)

Thailand Multiline retail / Thematic (Sector/Industry)

<p>Mother’s Day in Thailand is celebrated on the long weekend between August 12 to 14 and coincides with the Queen’s birthday. As such, the Thai stock market will remain closed on Monday. Stocks themed to Mother’s Day tend to be similar to those linked to Valentines with a few minor differences.</p><table class="table table-striped"><tbody>
<tr>
<td>Stocks</td>
<td>Business</td>
<td style="text-align: center;">Shr pr (Bt/sh)</td>
<td style="text-align: center;">Mkt cap (US$ m)</td>
<td style="text-align: center;">PE (x)</td>
<td style="text-align: center;">Yld (%)</td>
</tr>
<tr>
<td>SNP (S&amp;P)</td>
<td>Restaurant</td>
<td style="text-align: center;">11.5</td>
<td style="text-align: center;">346</td>
<td style="text-align: center;">26.7</td>
<td style="text-align: center;">3.4</td>
</tr>
<tr>
<td>MINT</td>
<td>Hotel/restaurant</td>
<td style="text-align: center;">40</td>
<td style="text-align: center;">5,295</td>
<td style="text-align: center;">35.8</td>
<td style="text-align: center;">0.9</td>
</tr>
<tr>
<td>CPN (Central Pattana)</td>
<td>Mall</td>
<td style="text-align: center;">68.5</td>
<td style="text-align: center;">9,236</td>
<td style="text-align: center;">31.9</td>
<td style="text-align: center;">1.2</td>
</tr>
<tr>
<td>ROBINS (Robinson)</td>
<td>Mall</td>
<td style="text-align: center;">55.5</td>
<td style="text-align: center;">1,895</td>
<td style="text-align: center;">22.2</td>
<td style="text-align: center;">2.2</td>
</tr>
<tr>
<td>MAJOR</td>
<td>C</td>
</tr>
</tbody></table>…

Mother’s Day in Thailand is celebrated on the long weekend between August 12 to 14 and coincides with the Queen’s birthday. As such, the Thai stock market will remain closed on Monday. Stocks themed to Mother’s Day tend to be similar to those linked to Valentines with a few minor differences.

Stocks
Business
Shr pr (Bt/sh)
Mkt cap (US$ m)
PE (x)
Yld (%)


SNP (S&amp;P)
Restaurant
11.5
346
26.7
3.4


MINT
Hotel/restaurant
40
5,295
35.8
0.9


CPN (Central Pattana)
Mall
68.5
9,236
31.9
1.2


ROBINS (Robinson)
Mall
55.5
1,895
22.2
2.2


MAJOR
C

…

Moong Pattana International PC (MOONG TB)

Stocks for Mother's Day