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).

Reality Check 2018: Is True Worth a Bet After the Asset Sales?

Potential Upside from License Fee Reduction

Silicon Stories E: The Sound of Digital Music

Thai Media Spotlight: The Rise of Workpoint

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>After much delay, the regulator NBTC has decided to throw in a lifeline for digital TV operators by offering them a cut in license fees. For the biggest listed broadcasters such as BEC, they may not need this to survive, but we still think it is the right thing to do. Their profits have fallen greatly from the past, and as we will explain later in subsequent reports, they will see sectoral risks from <strong>Facebook</strong>, a foreign Internet company that given its 40m subscriber base in Thailand (and roughly…</p>

After much delay, the regulator NBTC has decided to throw in a lifeline for digital TV operators by offering them a cut in license fees. For the biggest listed broadcasters such as BEC, they may not need this to survive, but we still think it is the right thing to do. Their profits have fallen greatly from the past, and as we will explain later in subsequent reports, they will see sectoral risks from Facebook, a foreign Internet company that given its 40m subscriber base in Thailand (and roughly…

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