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: A Riskier(...or Bolder) Strategy

Thai Media Spotlight: Signs of Weakness in Q3'18

Thai Media Spotlight: The Shift Back to the Big Screen

IPO Radar: A New Asian Series TV Content Provider Emerges

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

Silicon Stories E: The Sound of Digital Music

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>There are a few things that have made us more optimistic about the media sector, particularly on the TV side, recently, namely:</p><ul><li>
<strong>Thai TV's win over the NBTC in court</strong>. Small time operator Thai TV, which operated a flagship channel and LOCA, successfully sued the NBTC in Central Administration Court. While regulations prevent NBTC from refunding Thai TV, the broadcaster was allowed to discontinue its license, and NBTC was also forced to return the bank guarantees to Thai TV. The private broadcaster…</li></ul>

There are a few things that have made us more optimistic about the media sector, particularly on the TV side, recently, namely:
Thai TV's win over the NBTC in court. Small time operator Thai TV, which operated a flagship channel and LOCA, successfully sued the NBTC in Central Administration Court. While regulations prevent NBTC from refunding Thai TV, the broadcaster was allowed to discontinue its license, and NBTC was also forced to return the bank guarantees to Thai TV. The private broadcaster…

Thai Media Spotlight: Back to the Living Room