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).

Comanche: The Closest Thing to a Thai Microsoft

IPO Stalker: Humanica, Software Dudes for HR Management

Snippets #10: Thailand Goes 5G...SCB/TMB Tie-Up?

Silicon Stories#6: How To Get Rich Breaking Every Rule in Business

Silicon Stories #5: Microsoft's Mid-Life Crisis

Silicon Stories #4: The One About Microsoft

Equity Bottom-Up

DV8 Public Company Limited / Equity Bottom-Up

<p>We met up with two companies recently, namely DCORP and FVC. Strictly, using conventional finance, we wouldn’t touch either of them. However, these Demeter dudes seem to think one of their ventures could turn out to  be some kinda Thai Youtube or Facebook Live, and there aren’t many similar ventures here yet, so we think it’s worth a mention. Life’s short, and sometimes the only way to get rich is through luck. While we wouldn’t bet your kid’s lunch money on it, this might be a speculative buy…</p>

We met up with two companies recently, namely DCORP and FVC. Strictly, using conventional finance, we wouldn’t touch either of them. However, these Demeter dudes seem to think one of their ventures could turn out to  be some kinda Thai Youtube or Facebook Live, and there aren’t many similar ventures here yet, so we think it’s worth a mention. Life’s short, and sometimes the only way to get rich is through luck. While we wouldn’t bet your kid’s lunch money on it, this might be a speculative buy…

DV8 Public Company Limited

Thai YouTube?