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).

HHII: The Handy Holiday Investing Index from MCorp Yo!

The Week that Was in ASEAN@Smartkarma - Asia's Time, Indo Mini-Marts, and Singapore Property Woes

Thai Hotels: Sky's the Limit! (...for Most)

Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?

A Tale of Two Retailers: Homepro Vs. Platinum

A Visit to Emart's Starfield Goyang MegaMall

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).

Thematic (Sector/Industry)

Thailand Consumer discretionary / Thematic (Sector/Industry)

<p><strong>Arguably, no month enjoys more shopping boost than December</strong>, thanks to the long holidays and the fact that there are simply more holidays than other months. Chinese New Year's comes a close second <a href="https://www.smartkarma.com/insights/momentum-stocks-for-the-chicken-new-year" target="_blank" data-smartkarma-citation="insights:8321">Momentum Stocks for the Chicken New Year</a>, but thanks to the mismatch between lunar and Gregorian calendars, it sometimes shifts between January and February. And Songkran isn't much for shopping either...apart from the usual water guns that is <a href="https://www.smartkarma.com/insights/songkran-themed-stocks-a-week-s-countdown" target="_blank" data-smartkarma-citation="insights:9754">Songkran-Themed Stocks: A Week’s Countdown</a>. So first for…</p>

Arguably, no month enjoys more shopping boost than December, thanks to the long holidays and the fact that there are simply more holidays than other months. Chinese New Year's comes a close second Momentum Stocks for the Chicken New Year, but thanks to the mismatch between lunar and Gregorian calendars, it sometimes shifts between January and February. And Songkran isn't much for shopping either...apart from the usual water guns that is Songkran-Themed Stocks: A Week’s Countdown. So first for…

Stocks Themed for December Holidays (Father's Day & Christmas)