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 (October): Honda Steals Toyota's Crown

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

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

Business DNA: Entering the Global Auto Market

The Autobot Update (June): Toyota Hits a Road Bump

Equity Bottom-Up

Toyota hasn't sent us monthly stats in a while, so we decided to supplement the series by visiting some automaker Aapico and a maker of leather seats, IHL. We were pleasantly surprised by Aapico's turnaround and their new joint venture with Sakthi, an Indian automaker with complementary product lines and footprint in the West. It's fair to say that despite strong earnings, Aapico's turnaround and new growth cycle has only just started. Unfortunately, with share prices jumping 30% since our last…

Toyota hasn't sent us monthly stats in a while, so we decided to supplement the series by visiting some automaker Aapico and a maker of leather seats, IHL. We were pleasantly surprised by Aapico's turnaround and their new joint venture with Sakthi, an Indian automaker with complementary product lines and footprint in the West. It's fair to say that despite strong earnings, Aapico's turnaround and new growth cycle has only just started. Unfortunately, with share prices jumping 30% since our last…

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

Aapico Hitech

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