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).

Small Cap Diary: TKS and the Anti-Tesla Play

Bangkok Chain Hospital: When the Going Gets Tough

SYNEX: Apple and Samsung Should Drive 2017 Growth

SYNEX: Sales Growth Aided by Apple Appointment

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>There's no secret that TKS is one of <em>MCorp Review's </em>top picks and most important holdings in our portfolio thanks to the virtues of linerless label which we tried to quantify in <a href="https://www.smartkarma.com/insights/reality-check-ix-what-has-more-upside-in-thailand-innovative-products-adders-or-deals" target="_blank" data-smartkarma-citation="insights:14108">Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?</a> But TKS is also a holding company. A. Stotz has mentioned the virtues of their portfolio holdings SYNEX in <a href="https://www.smartkarma.com/insights/synex-apple-and-samsung-should-drive-2017-growth" target="_blank" data-smartkarma-citation="insights:14455">SYNEX: Apple and Samsung Should Drive 2017 Growth</a>. In this review, we visit the other portfolio company, namely Thai-British…</p>

There's no secret that TKS is one of MCorp Review's top picks and most important holdings in our portfolio thanks to the virtues of linerless label which we tried to quantify in Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals? But TKS is also a holding company. A. Stotz has mentioned the virtues of their portfolio holdings SYNEX in SYNEX: Apple and Samsung Should Drive 2017 Growth. In this review, we visit the other portfolio company, namely Thai-British…

Thai British: Looking Under That TKS Hood

TBSP PCL

Thai British: Looking Under That TKS Hood