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).

Thai Macro Watch (April'18): China's Retaliation

Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?

Mc Group: So This Is What Rock Bottom Looks Like

Thai Macro Watch (January'18): The Strong Baht Scare

IPO Radar: Grand Prix, the Guys Who Bought Us Motor Show Yo!!

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)

Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other economic superpowers such as China and Europe start to look around for how they can retaliate. Now that Trump claims Germany needs to dismantle its own tariffs or face one on luxury German cars, the Germans threatened to look into American exports such as jeans. To complicate matters, certain American allies such as Canada and Mexico (seriously?...What…

Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other economic superpowers such as China and Europe start to look around for how they can retaliate. Now that Trump claims Germany needs to dismantle its own tariffs or face one on luxury German cars, the Germans threatened to look into American exports such as jeans. To complicate matters, certain American allies such as Canada and Mexico (seriously?...What…

Thai Macro Watch (March'18): Dodging the Global Trade War