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).

Thai Restaurants (Part 3): The Minor League Teams

Five Strategies Favored by Thai Conglomerates and Tycoons

Hidden Tigers (Season Premiere): Chocolate Ship Donuts

Telecom Review: A Primer on Concessions and Spectrums

Telecom Review: Four Bunnies Up True's Magic Hat

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).

Equity Bottom-Up

Thoresen Thai Agencies / Equity Bottom-Up

<p>OK, so they haven't been quite as focused as the other shippers in Thailand, and TTA has fallen in ranking from market leader to second fiddle after RCL (57,000 TEUs vs RCL's 68,000 TEUs). But they are pretty much all over the place. I mean...heck, RCL doesn't sell fertilizers, herbal drinks in Singapore, or pizzas, right? These guys are looking more and more like conglomerate than a shipper. Their sister company (outside the listed TTA) even sells Krispey Kreme Donuts and Nestle coffee in…</p>

OK, so they haven't been quite as focused as the other shippers in Thailand, and TTA has fallen in ranking from market leader to second fiddle after RCL (57,000 TEUs vs RCL's 68,000 TEUs). But they are pretty much all over the place. I mean...heck, RCL doesn't sell fertilizers, herbal drinks in Singapore, or pizzas, right? These guys are looking more and more like conglomerate than a shipper. Their sister company (outside the listed TTA) even sells Krispey Kreme Donuts and Nestle coffee in…

Thoresen Thai Agencies

They Serve Pizza On This Ship!