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).

Reality Check II: How Much Premium Does DTAC Deserve?

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

DTAC's Plan B: 2300MHz Spectrum JV with TOT

Event-Driven

Total Access Communication / Event-Driven

What we hear on the Street right now has been highlighted earlier but appears to become more evident in recent stock price movements. Despite weak profits and market share losses, mobile operator DTAC has been one of the market's top gainers, rising 20% in a single month from Bt30/sh to Bt36/sh. On the other hand, Jasmine, the country's leading upcountry broadband Internet provider, continued to soar until today. At one point, during the 900MHz bidding crisis, Jasmine had dropped to a low of…

What we hear on the Street right now has been highlighted earlier but appears to become more evident in recent stock price movements. Despite weak profits and market share losses, mobile operator DTAC has been one of the market's top gainers, rising 20% in a single month from Bt30/sh to Bt36/sh. On the other hand, Jasmine, the country's leading upcountry broadband Internet provider, continued to soar until today. At one point, during the 900MHz bidding crisis, Jasmine had dropped to a low of…

Total Access Communication

The New World Order in Thai Telecoms