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).

BCH (BCH TB): Social Security Mixed with Upscale Health Care

NTV: Health Provider Leads Care in Northern Metro Bangkok

TOG: Huge Rise in SG&A Led to a Drop in 2017 Net Profit

The New Thai-Coons (Part I): Class of 2017

Gone With the Wind: Wind Farms Facing Headwinds

TFG: Poultry and Swine Producer Gets Lean for Fat Earnings

TFG: Poultry and Swine Producer Focused on Efficiency

Equity Bottom-Up

Bangkok Chain Hospital / Equity Bottom-Up

<p><strong>The industrialists</strong> are usually shy and sit at the back of the room. That's how we found two new manufacturers and a doctor almost at the back of Forbes 50 Thailand list this year, whom we didn't notice much of last year yo. You ever know that feeling that you made it, but just barely. They allow 50 kids into the coolest night club in town, and right after you, the bouncer tells the rest to take a hike.</p><table class="table table-striped"><tbody>
<tr>
<td>Stocks</td>
<td>Business</td>
<td style="text-align: center;">Shr pr (Bt/sh)</td>
<td style="text-align: center;">Mkt cap (US$ m)</td>
<td style="text-align: center;">PE (x)</td>
<td style="text-align: center;">Yld (%)</td>
<td style="text-align: center;">Family</td>
<td style="text-align: center;">Forbes rank</td>
<td style="text-align: center;">Wealth (US$ m)</td>
</tr>
<tr>
<td>PCSGH</td>
<td>Aut</td>
</tr>
</tbody></table>…

The industrialists are usually shy and sit at the back of the room. That's how we found two new manufacturers and a doctor almost at the back of Forbes 50 Thailand list this year, whom we didn't notice much of last year yo. You ever know that feeling that you made it, but just barely. They allow 50 kids into the coolest night club in town, and right after you, the bouncer tells the rest to take a hike.

Stocks
Business
Shr pr (Bt/sh)
Mkt cap (US$ m)
PE (x)
Yld (%)
Family
Forbes rank
Wealth (US$ m)


PCSGH
Aut

…

The New Thai-Coons (Part 2): Class of 2017