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).

Thai Macro Watch: Osaka, Trump, & Automation

Thai Macro Watch: Traditional 'Weak Oil' Plays in Thailand

Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?

EU: A New Crisis as Italy Takes a Fiscally Profligate and Russophile Turn

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 Industrials / Thematic (Sector/Industry)

<p>With all the warm fuzzy feeling emanating from Singapore between the two former archenemies (Trump and Kim), news reports are flying around in the Thai media that North Korea could be the new "it" market ...aka the ultimate frontier market in the region (just as Vietnam and Myanmar had been). While it seems a little irrational for Thai equities to rise in this environment (South Korea seems a more obvious choice, and capital could flow there), we did get a few questions from people who have read…</p>

With all the warm fuzzy feeling emanating from Singapore between the two former archenemies (Trump and Kim), news reports are flying around in the Thai media that North Korea could be the new "it" market ...aka the ultimate frontier market in the region (just as Vietnam and Myanmar had been). While it seems a little irrational for Thai equities to rise in this environment (South Korea seems a more obvious choice, and capital could flow there), we did get a few questions from people who have read…

Thai Macro Watch (June 18): North Korean Long Shots in the Thai Market