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 Strategy 2018 (Part III): Sector Outlook & Highlights

Champions of 2017: Stocks With Eye-Popping Returns!

US Government Shutdown a Short Term Catalyst for Thai Equities

Thai Power: A Primer on Regulations, Returns, & Tariffs

Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?

The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators

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).

Equity Bottom-Up

Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to the stock picks. For the last three stocks, feel free to pick two out of three, since both AIS and Ratchaburi are defensives (we will explain why some investors may prefer one over the other). Also, most of the value for Intuch will still come from its core holdings in AIS, but we put Intuch into this list primarily for the smaller Internet holdings…

Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to the stock picks. For the last three stocks, feel free to pick two out of three, since both AIS and Ratchaburi are defensives (we will explain why some investors may prefer one over the other). Also, most of the value for Intuch will still come from its core holdings in AIS, but we put Intuch into this list primarily for the smaller Internet holdings…

Thai Strategy 2018 (Part II): Stock Picks

Thai Union Group

Thai Strategy 2018 (Part II): Stock Picks