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).

Chef's Selection: November & December Company Visits

ERW (ERW TB): Solid Margin Expansion to Profit from Strong Tourism

BJC (BJC TB): Realizing Synergies from Big C Acquisition

Thai Hotels: Sky's the Limit! (...for Most)

Two Outstanding Property Companies: ANANDA & LALIN

ERW: Continued Expansion in Budget Hotels

Equity Bottom-Up

<p>We visited almost 30 companies during the past two months, and the five favorite for this quarter would be <strong>Forth, Erawan, Ananda, THREL (ThaiRe Life), and AH. </strong>Granted, the first three were profiled in earlier selections, but that's the thing with good companies: They stand the test of time yo. We have met Aapico many times earlier, but never really like the company this much. Clearly, it's the Sakthi deal that has brightened things up for them. The strong export outlook also helps. We have been…</p>

We visited almost 30 companies during the past two months, and the five favorite for this quarter would be Forth, Erawan, Ananda, THREL (ThaiRe Life), and AH. Granted, the first three were profiled in earlier selections, but that's the thing with good companies: They stand the test of time yo. We have met Aapico many times earlier, but never really like the company this much. Clearly, it's the Sakthi deal that has brightened things up for them. The strong export outlook also helps. We have been…

The Best of August / September Company Visits

Erawan Group

The Best of August / September Company Visits