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).

Three of a Kind: Piles, Furnitures, and Lighting

Equity Bottom-Up

<p>What do these three items have in common? Nothing, apart from the fact that we met three small cap Thai companies who sell them on the exact same day. In this review, we provide some summary about what they do. <em>MCorp Review </em>believes none of these companies make any sense apart from Big Camera. And forget about the whole ITU (International Telecom Union) thing. We did visit it at the Maung Thong Impact Arena today, but there was nothing impressive about it at all yo.</p><table class="table table-striped"><tbody>
<tr>
<td><strong>Stocks</strong></td>
<td style="text-align: center;"><strong>Business</strong></td>
<td style="text-align: center;"><strong>Shr pr (Bt/sh)</strong></td>
</tr>
</tbody></table>…

What do these three items have in common? Nothing, apart from the fact that we met three small cap Thai companies who sell them on the exact same day. In this review, we provide some summary about what they do. MCorp Review believes none of these companies make any sense apart from Big Camera. And forget about the whole ITU (International Telecom Union) thing. We did visit it at the Maung Thong Impact Arena today, but there was nothing impressive about it at all yo.

Stocks
Business
Shr pr (Bt/sh)

…

Three of a Kind: Jeans, Glasses, and Cameras

MC Group Pcl

Three of a Kind: Jeans, Glasses, and Cameras