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 Thaksin Empire Strikes Back (Part II)

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

Election Year 2017: Return to Thaksinomics

Thematic (Sector/Industry)

Thailand Telecom services / Thematic (Sector/Industry)

Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect their attempts to canvas support from swing vote parties. There are three of these main ones (ChartThai Pattana, Ruamjaithai, and Bhumjaithai), and they could help the Thaksinites beat both the military senators and Democrats. We highlight dozens of stocks controlled or founded by his political/financial supporters. Especially if they operate in regulated industries (telecoms, media), they stand to benefit from a friendlier government.Given the length of this review, we break it into two parts. The sequel will deal more with other aspects such as how their likely policies, based on past track record, can affect some sectors and more general impact on the economy.

Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect their attempts to canvas support from swing vote parties. There are three of these main ones (ChartThai Pattana, Ruamjaithai, and Bhumjaithai), and they could help the Thaksinites beat both the military senators and Democrats. We highlight dozens of stocks controlled or founded by his political/financial supporters. Especially if they operate in regulated industries (telecoms, media), they stand to benefit from a friendlier government.Given the length of this review, we break it into two parts. The sequel will deal more with other aspects such as how their likely policies, based on past track record, can affect some sectors and more general impact on the economy.

Sino-Thai Engineering & Construction (STEC TB)

The Thaksin Empire Strikes Back (Part I)