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).

The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars

IPO Radar: Copperwired, the #2 Player in IStudiosn

The Week that Was in ASEAN@Smartkarma - Ace Hardware, Thai Retail, and Indonesian Banks

Thai Hotels: Sky's the Limit! (...for Most)

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).

Thematic (Sector/Industry)

Thailand Specialty retail / Thematic (Sector/Industry)

In previous reviews, we discussed many big box retailers, but here we drill down to the guys who run shops that sell consumer electronics to the Thai population. We will define consumer electronics rather broadly as encompassing everything from cellphones to cameras, PCs, fridges, TVs, etc, though it is fair to say that smartphones will always remain the biggest product category by both quantity and value. In the case of SINGER, those are more like capital goods. The fridges they sell tend to be…

In previous reviews, we discussed many big box retailers, but here we drill down to the guys who run shops that sell consumer electronics to the Thai population. We will define consumer electronics rather broadly as encompassing everything from cellphones to cameras, PCs, fridges, TVs, etc, though it is fair to say that smartphones will always remain the biggest product category by both quantity and value. In the case of SINGER, those are more like capital goods. The fridges they sell tend to be…

Big Camera Corporation Public Company (BIG TB)

The Seven Masters of Thai Consumer Electronics