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).

KFC Thailand: Thai Bev Puts CENTEL Down for the Count

Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron

Last Week in Event SPACE (13 August 2017)

Event-Driven

<p><strong>Pepsi Rock(ed)</strong>. Yeah, life used to be pretty good if you were running Pepsi in Thailand. Not only was this one of the few markets apart from India where Pepsi had a clear lead over Coke, but its affiliates were doing well too. Four years ago, Pepsi dominated Thailand with market shares consistently above 60%. Their main bottler, Sermsuk, had better logistics than Coke’s Thai Nam Thip, and Lays was (and still is) the market leader for potato chips. If we traced history back even further to the…</p>

Pepsi Rock(ed). Yeah, life used to be pretty good if you were running Pepsi in Thailand. Not only was this one of the few markets apart from India where Pepsi had a clear lead over Coke, but its affiliates were doing well too. Four years ago, Pepsi dominated Thailand with market shares consistently above 60%. Their main bottler, Sermsuk, had better logistics than Coke’s Thai Nam Thip, and Lays was (and still is) the market leader for potato chips. If we traced history back even further to the…

The Next Victim of the KFC Deal Could Be...Pepsi!

Pepsico Inc

The Next Victim of the KFC Deal Could Be...Pepsi!