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).

Thailand's Salty Regulations: Taxing Popcorn, Pizza, and Potato Chips

The Week that Was in ASEAN@Smartkarma - PNB, Salty Thailand, and Indonesia's Economy

Political Pit Stop (January): Election Delay!

Thai Restaurants (Part 3): The Minor League Teams

A Primer on Thai Franchising: Structure, Roles, & Pitfalls

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 Hotels, restaurants and leisure / Thematic (Sector/Industry)

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<p><strong>The Health Ministry has announced a ban of trans-fats in Thailand starting January 8, 2019</strong>. <em>MCorp Review </em>believes that given the six months grace period, most of the listed restaurant operators we discussed in our previous restaurant series should be able to adapt and eventually comply by the timeline, though it may involve greater cost. Some of this can be passed on to consumers in the form of higher food prices. However, others may have to allow these higher costs to eat into their margins…</p>
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The Health Ministry has announced a ban of trans-fats in Thailand starting January 8, 2019. MCorp Review believes that given the six months grace period, most of the listed restaurant operators we discussed in our previous restaurant series should be able to adapt and eventually comply by the timeline, though it may involve greater cost. Some of this can be passed on to consumers in the form of higher food prices. However, others may have to allow these higher costs to eat into their margins…


The Donut Dilemma: Thailand Takes On Trans-Fats