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

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

The Autobot Update (October): Honda Steals Toyota's Crown

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

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

IPO Radar: Rich Sport, the Thai "Shoe Dog"

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 Auto components / Thematic (Sector/Industry)

<p>Though our own family office has been selling virtually all our holdings in <a href="https://www.smartkarma.com/entities/11778" target="_blank" data-smartkarma-citation="entities:11778:1">Somboon Advance Technology P (SAT TB)</a>into the recent strength (&amp; nice profit we may add), there's no denying that the sector still has wind on its back. Since the start of Q3'17, domestic car sales, which were in decline since the institution of Yingluck's absurd first time car buyer's incentive program (with no thought for college kid credit or necessary road building), bottomed out and started to recover. In addition…</p>

Though our own family office has been selling virtually all our holdings in Somboon Advance Technology P (SAT TB)into the recent strength (&amp; nice profit we may add), there's no denying that the sector still has wind on its back. Since the start of Q3'17, domestic car sales, which were in decline since the institution of Yingluck's absurd first time car buyer's incentive program (with no thought for college kid credit or necessary road building), bottomed out and started to recover. In addition…

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