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 (September): Hurricanes, the Great Escape, and End of Mourning

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

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

Sathorn Series 1: The Case Against Rate Cuts

Thai Macro Watch (Part 1): External Strength, Internal Weakness

Five Biggest Lessons from Thai Financial Crisis

Thematic (Sector/Industry)

<p>Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that done. The finger gets itchy when you see stocks dropping, but it looks like they will drop even more. There are two reasons for this. As highlighted earlier in our last review, the recovery looks impressive, but it isn’t as broad-based as it seems. Most of it is externally driven, but though there may be spillover effects to other parts of the…</p>

Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that done. The finger gets itchy when you see stocks dropping, but it looks like they will drop even more. There are two reasons for this. As highlighted earlier in our last review, the recovery looks impressive, but it isn’t as broad-based as it seems. Most of it is externally driven, but though there may be spillover effects to other parts of the…

Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts