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).

Turnarounds: Finding A Phoenix In the Land of the Dead

KFC Thailand: Thai Bev Puts CENTEL Down for the Count

Hidden Tigers (Season Premiere): Chocolate Ship Donuts

Two of a Kind: Gloomy Hotel, Bright Contractor

Equity Bottom-Up

Thoresen Thai Agencies / Equity Bottom-Up

<p>We have profiled and discussed <strong>Thoresen Thai or TTA </strong>many times by now. Founded more than a century ago by Danish shippers (I’m guessing the founder was named after Thor the thunder god), it has developed into a holding company of energy, fertilizer, and even pizzas! Today, the Thai tycoons of Democrat leaning, Mahagitsiri, owns it. CEO Chalermchai is son of patriarch Prayuth (same first name as Prime Minister), who formerly served as Democrat party secretary yo. Now, the BDI seems to be on a…</p>

We have profiled and discussed Thoresen Thai or TTA many times by now. Founded more than a century ago by Danish shippers (I’m guessing the founder was named after Thor the thunder god), it has developed into a holding company of energy, fertilizer, and even pizzas! Today, the Thai tycoons of Democrat leaning, Mahagitsiri, owns it. CEO Chalermchai is son of patriarch Prayuth (same first name as Prime Minister), who formerly served as Democrat party secretary yo. Now, the BDI seems to be on a…

TTA's Next Act: BDI Recovery...Pizza Hut?