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).

IPO Stalker: Bangkok Glass, Singha Beer's Bottle Maker

IPO Radar: S Hotels & Resorts, Singha's Hospitality Arm

The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos

A Primer on Thai Franchising: Structure, Roles, & Pitfalls

Thai Restaurants (Part I): Industry Structure and Key Success Factors

HTC: Soft Drink King Rules in Southern Thailand

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 Beverages / Thematic (Sector/Industry)

<p>When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the easiest thing to manage and one of the most profitable. It's also something you can't do without when it comes to dining. Apart from that, we also drink when we are not eating. Think of this on a hot thirsty day when you are walking down the park. Virtually all of the global beverage giants operate in Thailand, ranging from Coke to Pepsi and Nestle. While…</p>

When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the easiest thing to manage and one of the most profitable. It's also something you can't do without when it comes to dining. Apart from that, we also drink when we are not eating. Think of this on a hot thirsty day when you are walking down the park. Virtually all of the global beverage giants operate in Thailand, ranging from Coke to Pepsi and Nestle. While…

Thirsty Thailand: Major Players in the Beverage Industry