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 - Indonesia Cement, Thailand's Recovery, and SG REITs

Snippets #18: Naughty CEOs, Southern Crusades

Snippets #17: PTTEP's Winner Curse, Huawei's Crisis

Snippets #16: MINT's India Adventure, Consumption Stimulus Programs

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).

Kids are naughty, and some of them just grow up to be CEOs. Here's a couple of highlights from the top echelons of corporate Thailand that landed up for detention class:<ul>
<li>
PTT's burning platform...literally at Montara was sued for over US$4bn in Australia and Indonesia. The 'Thai Valdez' lawsuit would last a decade. It's surprising they got it off the ground at all.</li>
<li>
Insider trading has removed the founders of Bangkok Airways. One ultimate survivor was CP All CEO Korsak.</li>
<li>
Dubious property sales. LH founder Anand Asavabhokin caught improperly selling property on behalf of a corrupt monk and found his illustrious career ended.</li>
<li>
The boardroom blockade. Nation's old management blocked an acquirer from attending a shareholder meeting to fight their case. They ended up foiling the deal, and the defenders also lost their directorship and positions.</li>
</ul>

Kids are naughty, and some of them just grow up to be CEOs. Here's a couple of highlights from the top echelons of corporate Thailand that landed up for detention class:

PTT's burning platform...literally at Montara was sued for over US$4bn in Australia and Indonesia. The 'Thai Valdez' lawsuit would last a decade. It's surprising they got it off the ground at all.

Insider trading has removed the founders of Bangkok Airways. One ultimate survivor was CP All CEO Korsak.

Dubious property sales. LH founder Anand Asavabhokin caught improperly selling property on behalf of a corrupt monk and found his illustrious career ended.

The boardroom blockade. Nation's old management blocked an acquirer from attending a shareholder meeting to fight their case. They ended up foiling the deal, and the defenders also lost their directorship and positions.


Thailand's Top Scandals: Montara, Insider Trading, & More

PTT E&P

Thailand's Top Scandals: Montara, Insider Trading, & More