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).

Champions of 2017: Stocks With Eye-Popping Returns!

US Government Shutdown a Short Term Catalyst for Thai Equities

Hidden Tigers (Season Premiere): Chocolate Ship Donuts

IVL: Takeover of Euro Car Tire Material Maker to Speed Growth

South Series (Part 1): The Canal That Can CheckMate Singapore

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).

Equity Bottom-Up

If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes around here yo. The list was first made in 2016, and it's time for a little re-jig. For starters, King Power's tycoon Vichai didn't actually get poorer, though Leicester did horrible after winning the Premiere League just a year ago. The reason he's out is because he's sold the only listed company he controlled <a href="https://www.smartkarma.com/entities/7706" target="_blank" data-smartkarma-citation="entities:7706:1">Asia Aviation Pcl (AAV TB)</a>. Now, that was a…

If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes around here yo. The list was first made in 2016, and it's time for a little re-jig. For starters, King Power's tycoon Vichai didn't actually get poorer, though Leicester did horrible after winning the Premiere League just a year ago. The reason he's out is because he's sold the only listed company he controlled Asia Aviation Pcl (AAV TB). Now, that was a…

Indorama Ventures

The New Thai-Coons (Class of 2018)