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).

Telecom Review: There's Life After IPhone X

Telecom Review (October 2019): IPhone 11 Delays and Apple Arcade

The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals

Reality Check VI: How "Crazy" Is the IPhone 7 Subsidy? Or Is It?

Reality Check X: What Does the IPhone 8 Launch Mean for Thai Operators?

Silicon Stories E: The Sound of Digital Music

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 Wireless telecommunication services / Thematic (Sector/Industry)

What do you think you can buy for Bt41k in Thailand? Well, that depends on whether you are a:<ul>
<li>
Couch potato: 42 screen flat screen UHD Curved TV from Samsung;</li>
<li>
Average Joe: 2 months rent at a 40 sqm condo plus all electricity and water paid;</li>
<li>
Watch afficionado: 3 Emporio Armani and 5 Casio watches;</li>
<li>
Car lover: One-year first class car insurance for a Camry plus surveillance cameras (back and front);</li>
<li>
Samurai groupie: Package tour to Japan (Tokyo, Nagoya, Fuji)...Osaka will cost more;</li>
<li>
Movie addict: 10…</li>
</ul>

What do you think you can buy for Bt41k in Thailand? Well, that depends on whether you are a:

Couch potato: 42 screen flat screen UHD Curved TV from Samsung;

Average Joe: 2 months rent at a 40 sqm condo plus all electricity and water paid;

Watch afficionado: 3 Emporio Armani and 5 Casio watches;

Car lover: One-year first class car insurance for a Camry plus surveillance cameras (back and front);

Samurai groupie: Package tour to Japan (Tokyo, Nagoya, Fuji)...Osaka will cost more;

Movie addict: 10…


The IPhone X Hits Thailand in Another Stalemate