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).

Telecom Review: True Says No to 1800MHz, Now What?

Reality Check X: What Does the IPhone 8 Launch Mean for Thai Operators?

Telecom Review: A Brief Background on Sector Players

Telecom Review: A Primer on Concessions and Spectrums

Telecom Review: Four Bunnies Up True's Magic Hat

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

Total Access Communication / Equity Bottom-Up

During the three years, DTAC lost over 2m customers while Lars Norling served as its CEO. Norling is expected to leave DTAC around September this year unless an earlier replacement can be found. While it was a tough time for DTAC losing bids for both the 900MHz and 1800MHz spectra to far more aggressive rivals, his term was not a total failure. DTAC did manage to secure mobile payment partnerships with Sea Ltd's AirPay unit, which has started to gain some popularity in recent months, and…

During the three years, DTAC lost over 2m customers while Lars Norling served as its CEO. Norling is expected to leave DTAC around September this year unless an earlier replacement can be found. While it was a tough time for DTAC losing bids for both the 900MHz and 1800MHz spectra to far more aggressive rivals, his term was not a total failure. DTAC did manage to secure mobile payment partnerships with Sea Ltd's AirPay unit, which has started to gain some popularity in recent months, and…

Total Access Communication

Telecom Review: Lars' Last Stand