Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

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)

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…

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

Corbyn/Conde to the Rescue? World politics is unpredictable. Though we enjoy studying history ( <a href="https://www.smartkarma.com/insights/world-war-3-what-why-will-it" target="_blank" data-smartkarma-citation="insights:10014">World War 3: What, Why, Will It?</a>), it is not always a good idea to predict the future, especially in the age of Trump and Brexit.  We get more bang from the buck looking at one might happen in light of recent events. In Europe, it actually seems like the fractured pieces of the European Union is magically coming together....literally piece by piece, even if the path to reconciliation has been anything…

Corbyn/Conde to the Rescue? World politics is unpredictable. Though we enjoy studying history ( World War 3: What, Why, Will It?), it is not always a good idea to predict the future, especially in the age of Trump and Brexit.  We get more bang from the buck looking at one might happen in light of recent events. In Europe, it actually seems like the fractured pieces of the European Union is magically coming together....literally piece by piece, even if the path to reconciliation has been anything…

Snippets #10: Thailand Goes 5G...SCB/TMB Tie-Up?

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of May 8th. We estimate that they had an aggregated short interest worth USD3.1bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Krung Thai Bank, PTT E&amp;P, SCC, Thai Union, Bangchak, PTT E&amp;P, Scc, Krung Thai Bank.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of May 8th. We estimate that they had an aggregated short interest worth USD3.1bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Krung Thai Bank, PTT E&amp;P, SCC, Thai Union, Bangchak, PTT E&amp;P, Scc, Krung Thai Bank.


Thailand Short Interest Weekly (May 8th): Krung Thai Bank, PTT E&P, SCC, Thai Union, Bangchak

In an earlier review titled <a href="https://www.smartkarma.com/insights/the-cio-s-corner-qe-unwinding-laggards-rejuvenators" target="_blank" data-smartkarma-citation="insights:14654">The CIO’s Corner: QE Unwinding, Laggards, &amp; Rejuvenators</a>, MCorp Review highlighted the medium-term risk of capital flight due to a strong dollar, which Trump in a miraculous about-face turn mentioned in Davos on Friday. However, in the shorter term, the risk that Bank of Thailand and the Street is more concerned about is the Baht's strength. Despite rising 7% last year, the Thai Baht continued its surge in January, becoming one of the region's strongest currencies. To…

In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, &amp; Rejuvenators, MCorp Review highlighted the medium-term risk of capital flight due to a strong dollar, which Trump in a miraculous about-face turn mentioned in Davos on Friday. However, in the shorter term, the risk that Bank of Thailand and the Street is more concerned about is the Baht's strength. Despite rising 7% last year, the Thai Baht continued its surge in January, becoming one of the region's strongest currencies. To…

Thai Macro Watch (January'18): The Strong Baht Scare

<ul>
<li>We analyzed the changes in short interest of Stock Exchange of Thailand as of May 1st. We estimate that they had an aggregated short interest worth USD3.2bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Thai Oil, Bangkok Bank, SCB X, CP Foods, TISCO Financial, Scb X, Thai Oil, Tisco Financial, Bangkok Bank, Cp Foods.</li>
</ul>


We analyzed the changes in short interest of Stock Exchange of Thailand as of May 1st. We estimate that they had an aggregated short interest worth USD3.2bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Thai Oil, Bangkok Bank, SCB X, CP Foods, TISCO Financial, Scb X, Thai Oil, Tisco Financial, Bangkok Bank, Cp Foods.


Thailand Short Interest Weekly (May 1st): Thai Oil, Bangkok Bank, SCB X, CP Foods, TISCO Financial

Thailand

Hana Microelectronics engages in the manufacture and trading of electronic components, providing printed circuit board assemblies, integrated circuit assemblies and tests, and LED packaging and test services. It also offers electronics manufacturing and outsourced semiconductor assembly and testing services for various components. The company was founded in 1978 and is headquartered in Bangkok, Thailand.

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Hana Microelectronics (HANA TB)

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

With all the warm fuzzy feeling emanating from Singapore between the two former archenemies (Trump and Kim), news reports are flying around in the...

Athaporn Arayasantiparb, CFA

Snippets #10: Thailand Goes 5G...SCB/TMB Tie-Up?

Corbyn/Conde to the Rescue? World politics is unpredictable. Though we enjoy studying history ( World War 3: What, Why, Will It?), it is not always...

Athaporn Arayasantiparb, CFA

Thailand Short Interest Weekly (May 8th): Krung Thai Bank, PTT E&P, SCC, Thai Union, Bangchak

We analyzed SET short interest report for the past week and highlighted short interest changes in Krung Thai Bank, PTT E&P, SCC, Thai Union,...

Ke Yan, CFA, FRM

Thai Macro Watch (January'18): The Strong Baht Scare

In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...

Athaporn Arayasantiparb, CFA

Thailand Short Interest Weekly (May 1st): Thai Oil, Bangkok Bank, SCB X, CP Foods, TISCO Financial

We analyzed SET short interest report for the past week and highlighted short interest changes in Thai Oil (TOP TB), Bangkok Bank (BBL TB), SCB X...

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)