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).

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Thematic (Sector/Industry)

<p>Thailand has the highest median age in the ASEAN region. We wouldn't be surprised if senior citizens make up 20% of the Thai population over the next decade. In this review, we highlight some stocks that may benefit from the changing demographics. Of these, we consider telecom giant AIS, high-end property developer Sansiri, TV broadcaster BEC World, and re-insurer THREL to be attractively valued. </p><p>DSG Thailand (DSGT) which provides adult diapers and healthcare chain BDMS (Bangkok Dusit) are really priced for perfection, but you can't deny that they are very well-prepared for the greying of Thailand. What we suggest is that for stocks like these and life insurance giant BLA (which trades in line with market average), put them on your Radar screen and when they fall enough for you to take note, well...the decision is yours, but there's a lot of old guys waiting to back them up...and more to come as the years go by.</p>

Thailand has the highest median age in the ASEAN region. We wouldn't be surprised if senior citizens make up 20% of the Thai population over the next decade. In this review, we highlight some stocks that may benefit from the changing demographics. Of these, we consider telecom giant AIS, high-end property developer Sansiri, TV broadcaster BEC World, and re-insurer THREL to be attractively valued. DSG Thailand (DSGT) which provides adult diapers and healthcare chain BDMS (Bangkok Dusit) are really priced for perfection, but you can't deny that they are very well-prepared for the greying of Thailand. What we suggest is that for stocks like these and life insurance giant BLA (which trades in line with market average), put them on your Radar screen and when they fall enough for you to take note, well...the decision is yours, but there's a lot of old guys waiting to back them up...and more to come as the years go by.

North Bangkok Power Plant Block 1 Infrastructure Fund (EGATIF TB)

North Bangkok Power Plant Block 1 Infrastructure Fund

The Greying of Thailand