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 Little League (Ep.3): Bangkok's Bechtel

The Little League (Ep. 4): Tales from the Kitchen

The Little League (Season Finale): The Nelson to Kanjanapat's Napoleon

The Little League (Season Premiere): House of Green

Equity Bottom-Up

Country Group Holdings / Equity Bottom-Up

Just last year, an young, obscure Thai tycoon Tommy Techa-ubol of the Country Group made a bit for AC Milan, the most prestigious team in Italy. Though he lost the bid, it got people asking? Who is this guy?Well, for starters, they once owned a pretty big brokerage but sold most of it to Singapore's UOB. They also own MFC, the country's oldest asset manager, an investment bank called Progress Capital, which they bought from Citi, an unprofitable property developer called CGD, and a has-been in the mining community called PDI. Within this portfolio, we think only MFC has some promise yo. The holding company CGH (Country Group Holding) seems small and even more "all over the place" than Samart, which we criticized earlier, but you gotta admit these guys have a way of getting noticed yo.

Just last year, an young, obscure Thai tycoon Tommy Techa-ubol of the Country Group made a bit for AC Milan, the most prestigious team in Italy. Though he lost the bid, it got people asking? Who is this guy?Well, for starters, they once owned a pretty big brokerage but sold most of it to Singapore's UOB. They also own MFC, the country's oldest asset manager, an investment bank called Progress Capital, which they bought from Citi, an unprofitable property developer called CGD, and a has-been in the mining community called PDI. Within this portfolio, we think only MFC has some promise yo. The holding company CGH (Country Group Holding) seems small and even more "all over the place" than Samart, which we criticized earlier, but you gotta admit these guys have a way of getting noticed yo.

The Little League (Ep. 2): The Adventurer and AC Milan