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).

Jasmine Investigations...No Pain, No Gain

Thaicom: Heads You Win, Tails...You Win a Little Less

Event-Driven

<p>Around last month, we mentioned in the forked review that Jasmine was worth close to Bt8/sh based on our previous works at a top regional house. Well, it's not quite there yet, but today, my friends in the industry mentioned that CEO Pete Bhodaramik, also its biggest shareholder (this guy is richer than Mitt Romney), was making a tender offer at Bt7.25/sh. After a short trading halt of roughly one hour, he denied any news that he plans on de-listing the stock. Some of my friends even went so far…</p>

Around last month, we mentioned in the forked review that Jasmine was worth close to Bt8/sh based on our previous works at a top regional house. Well, it's not quite there yet, but today, my friends in the industry mentioned that CEO Pete Bhodaramik, also its biggest shareholder (this guy is richer than Mitt Romney), was making a tender offer at Bt7.25/sh. After a short trading halt of roughly one hour, he denied any news that he plans on de-listing the stock. Some of my friends even went so far…

Jasmine International PCL

The Sweet Smell of Jasmine