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: Traditional 'Weak Oil' Plays in Thailand

The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil

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

Thai Macro Watch (June 18): North Korean Long Shots in the Thai Market

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

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>Osaka Earthquake. </strong>We normally don't go into much detail on natural disasters or terrorism, because these things just happen so often they become routine. But it just so happens that we were planning to fly to Osaka for the holidays, when the tour company had to cancel because a major earthquake (6.1 on the Richter scale) leveled the place. Heck, some of the tours that had gone to Osaka before us were stranded or at least had their flights delayed. One of the stocks in our portfolio, AOT (second…</p>

Osaka Earthquake. We normally don't go into much detail on natural disasters or terrorism, because these things just happen so often they become routine. But it just so happens that we were planning to fly to Osaka for the holidays, when the tour company had to cancel because a major earthquake (6.1 on the Richter scale) leveled the place. Heck, some of the tours that had gone to Osaka before us were stranded or at least had their flights delayed. One of the stocks in our portfolio, AOT (second…

Thai Macro Watch: Osaka, Trump, & Automation