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 Autobot Update (March): Riding on the Big Boy's Coattails

Small Cap Diary: TKS and the Anti-Tesla Play

Snippets #42: Property and Auto Downturn, Air Asia Looks For a Partner

The Autobot Update (April V1): New Safety Rules...Gulp!

The Autobot Update (September): Aapico's Indian Turnaround

The Autobot Update (December): A Visual Tour to the Motor Expo Yo!

The Autobot Update (November): Thai Car Exports in New Heights!

IPO Radar: Grand Prix, the Guys Who Bought Us Motor Show Yo!!

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 Automobiles / Thematic (Sector/Industry)

<p>Toyota finally released industry figures for Thai autos. If you look at the cumulative YTD figures, Honda is slightly ahead of Toyota in Thailand. Both may show 27.7%, but Honda actually sold 810 passenger cars more than Toyota. Furthermore, this gap will widen in December once the Motor Expo numbers in the forked review rolls in. For the single month of November 2017 (ie prior to the Motor Expo), Toyota managed to eke out a victory at 29.3% to Honda's 24.7%. Nevertheless, November is basically…</p>

Toyota finally released industry figures for Thai autos. If you look at the cumulative YTD figures, Honda is slightly ahead of Toyota in Thailand. Both may show 27.7%, but Honda actually sold 810 passenger cars more than Toyota. Furthermore, this gap will widen in December once the Motor Expo numbers in the forked review rolls in. For the single month of November 2017 (ie prior to the Motor Expo), Toyota managed to eke out a victory at 29.3% to Honda's 24.7%. Nevertheless, November is basically…

The Autobot Update (December V2): Toyota's Last Stand