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).

Four Case Studies in Innovation 'Failures'

Berli Jucker: Strong Tissue Sales Offset Retail Pains

Picking Stocks With the Right Management/Culture

Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?

Turnarounds: Finding A Phoenix In the Land of the Dead

Five Strategies Favored by Thai Conglomerates and Tycoons

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).

Thematic (Sector/Industry)

Thailand Consumer staples / Thematic (Sector/Industry)

In Game Changer, P&amp;G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even describe the process by which his and other firms arrive at it. MCorp Review typically sees three levels of innovation applied in Thai businesses. At the highest level is business innovation, which changes your business or customer base entirely. In the intermediate, we have process innovation, in which the process of production changes drastically, making you more efficient. And most common is product innovation.At each level, companies alter the value proposition (time, form utility or cost) they offer to customers...if they even keep the same customers, that is. In this review, we discuss the overlaps between innovation and strategies highlighted earlier as well as the way they impact value proposition. We also give some examples of how they affect trajectories of global business and businesses down here in Thailand. Spoiler Alert: It doesn't always work. Check out Oishi's product portfolio yo!

In Game Changer, P&amp;G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even describe the process by which his and other firms arrive at it. MCorp Review typically sees three levels of innovation applied in Thai businesses. At the highest level is business innovation, which changes your business or customer base entirely. In the intermediate, we have process innovation, in which the process of production changes drastically, making you more efficient. And most common is product innovation.At each level, companies alter the value proposition (time, form utility or cost) they offer to customers...if they even keep the same customers, that is. In this review, we discuss the overlaps between innovation and strategies highlighted earlier as well as the way they impact value proposition. We also give some examples of how they affect trajectories of global business and businesses down here in Thailand. Spoiler Alert: It doesn't always work. Check out Oishi's product portfolio yo!

Three Levels of Innovation in Thai Business