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).

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

Thai Media Spotlight: Government Rescue Plan

The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals

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

Thai Media Spotlight: Signs of Weakness in Q3'18

Silicon Stories G: Netflix's Uphill Battle in Thailand

Thai Media Spotlight: Back to the Living Room

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)

As October approaches, we sense that the mainstream TV broadcasters are really wasting an opportunity to cash in on the holiday shopping season and the absence of rain post-October.<ul>
<li>
BEC World's sequel to the hit Buppesaniwas (Love Destiny) franchise won't be ready in time for Q4'18. Furthermore, we observe that some award-winning shows are relegated to poor timeslots.</li>
<li>
The movie line-up for cinema plays like MAJOR appears to be stronger than we anticipated. We identified three other potential blockbusters that were announced recently for the quarter.</li>
<li>
Grammy and Workpoint appears to be backsliding into their usual fare of slapstick comedies, gameshows, and mundane drama. We are expecting MONO to continue gaining market share in the quarter.</li>
<li>Overall, near-term outlook for the sector outside of MAJOR doesn't look strong.</li>
</ul>

As October approaches, we sense that the mainstream TV broadcasters are really wasting an opportunity to cash in on the holiday shopping season and the absence of rain post-October.

BEC World's sequel to the hit Buppesaniwas (Love Destiny) franchise won't be ready in time for Q4'18. Furthermore, we observe that some award-winning shows are relegated to poor timeslots.

The movie line-up for cinema plays like MAJOR appears to be stronger than we anticipated. We identified three other potential blockbusters that were announced recently for the quarter.

Grammy and Workpoint appears to be backsliding into their usual fare of slapstick comedies, gameshows, and mundane drama. We are expecting MONO to continue gaining market share in the quarter.
Overall, near-term outlook for the sector outside of MAJOR doesn't look strong.


Thai Media Spotlight: The Shift Back to the Big Screen