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 (January'18): The Strong Baht Scare

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

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

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

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

Thematic (Sector/Industry)

<p><strong>New milestones. </strong>In this month, the Thai market not only broke through the key resistance level of 1,600 but almost seems to be heading to the next level of 1,700. We have to admit that this has been the best month for our returns ever. 1,700 is historically important, because it was around that level that the Thai market peaked at an all time high in 1996 right before the crisis that wiped out the economy. After over a decade, the Thai stock market may be able to reach a new peak, even if it…</p>

New milestones. In this month, the Thai market not only broke through the key resistance level of 1,600 but almost seems to be heading to the next level of 1,700. We have to admit that this has been the best month for our returns ever. 1,700 is historically important, because it was around that level that the Thai market peaked at an all time high in 1996 right before the crisis that wiped out the economy. After over a decade, the Thai stock market may be able to reach a new peak, even if it…

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