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 Media Spotlight: Signs of Weakness in Q3'18

Thai Media Spotlight: The Shift Back to the Big Screen

The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media

Thai Media Spotlight: Back to the Living Room

IPO Radar: A New Asian Series TV Content Provider Emerges

Thai Media Spotlight: Digital TVs Get New Lifeline From License Fee Cuts

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 Media / Thematic (Sector/Industry)

<p><strong>Turning Point. </strong>As we move beyond June, there are some curious developments we are now seeing for the remainder of the year. It is not clear if it is born of desperation (the natural, more pessimistic view) or a bolder initiative to introduce new products and change the trajectory of the industry (the more bullish, visionary view). At this early junction, we take a more conservative stance and feel that people who stick with the old, tried strategy (BEC and MONO) could end up benefiting at the…</p>

Turning Point. As we move beyond June, there are some curious developments we are now seeing for the remainder of the year. It is not clear if it is born of desperation (the natural, more pessimistic view) or a bolder initiative to introduce new products and change the trajectory of the industry (the more bullish, visionary view). At this early junction, we take a more conservative stance and feel that people who stick with the old, tried strategy (BEC and MONO) could end up benefiting at the…

Thai Media Spotlight: A Riskier(...or Bolder) Strategy