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).

Silicon Stories G: Netflix's Uphill Battle in Thailand

Silicon Stories H: Cryptocurrency Craze Update

Rabble Rousers (Season Finale: The Sugar Water Salesman)

Rabble Rousers (Ep. 4): The Best Show in Town

Rabble Rousers (Ep. 3): The King of Banks

Equity Bottom-Up

<p>In this sequel to the <em>Rabble Rousers </em>series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of the thematic stocks we think a lot of retail investors are pushing for. If the earnings meet management expectations, we wouldn't be surprised if the stock reached much higher than Bt5/sh yo. In fact, we think Bt6.3/sh or almost 40% higher than current share price of Bt4.5 is quite possible. Needless to say, this stock is highly speculative, but…</p>

In this sequel to the Rabble Rousers series, we discuss a tiny US$50m market cap stock called WAVE Media. Why should anyone care? This is one of the thematic stocks we think a lot of retail investors are pushing for. If the earnings meet management expectations, we wouldn't be surprised if the stock reached much higher than Bt5/sh yo. In fact, we think Bt6.3/sh or almost 40% higher than current share price of Bt4.5 is quite possible. Needless to say, this stock is highly speculative, but…

Wave Entertainment

Wave or Waive?