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

Equity Bottom-Up

In our new five part series, we introduce five business groups that complete the picture of Thai business community but didn't quite fit in either Thai-Coons or Rabble-Rousers. For example, KBANK Group of the Lamsam family control the third biggest bank in Thailand and have several non-listed subsidiaries in asset management, brokerage, insurance, etc. Latest, they even have a fintech subsidiary called KBTG yo. We see the difference in their culture with archrival SCB and the connections that they have through marriage with other prominent families (Devakul, Wanglee, etc) and their strategic partnerships with foreign business (Macquarie, Cetelem, Jefferies). Loxley is an extremely diversified conglomerate in tech and consumers, but operationally, they are not spectacular or anything yo. Overall, we wouldn't invest in this thing yo, but it's good to be prepared when the stock market presents you that opportunity.

In our new five part series, we introduce five business groups that complete the picture of Thai business community but didn't quite fit in either Thai-Coons or Rabble-Rousers. For example, KBANK Group of the Lamsam family control the third biggest bank in Thailand and have several non-listed subsidiaries in asset management, brokerage, insurance, etc. Latest, they even have a fintech subsidiary called KBTG yo. We see the difference in their culture with archrival SCB and the connections that they have through marriage with other prominent families (Devakul, Wanglee, etc) and their strategic partnerships with foreign business (Macquarie, Cetelem, Jefferies). Loxley is an extremely diversified conglomerate in tech and consumers, but operationally, they are not spectacular or anything yo. Overall, we wouldn't invest in this thing yo, but it's good to be prepared when the stock market presents you that opportunity.

The Little League (Season Premiere): House of Green

Kasikornbank PCL

The Little League (Season Premiere): House of Green