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).

Equity Bottom-Up

<p>There's no secret that TKS is one of <em>MCorp Review's </em>top picks and most important holdings in our portfolio thanks to the virtues of linerless label which we tried to quantify in <a href="https://www.smartkarma.com/insights/reality-check-ix-what-has-more-upside-in-thailand-innovative-products-adders-or-deals" target="_blank" data-smartkarma-citation="insights:14108">Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?</a> But TKS is also a holding company. A. Stotz has mentioned the virtues of their portfolio holdings SYNEX in <a href="https://www.smartkarma.com/insights/synex-apple-and-samsung-should-drive-2017-growth" target="_blank" data-smartkarma-citation="insights:14455">SYNEX: Apple and Samsung Should Drive 2017 Growth</a>. In this review, we visit the other portfolio company, namely Thai-British…</p>

There's no secret that TKS is one of MCorp Review's top picks and most important holdings in our portfolio thanks to the virtues of linerless label which we tried to quantify in Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals? But TKS is also a holding company. A. Stotz has mentioned the virtues of their portfolio holdings SYNEX in SYNEX: Apple and Samsung Should Drive 2017 Growth. In this review, we visit the other portfolio company, namely Thai-British…

Thai British: Looking Under That TKS Hood

Thailand

T. Krungthai Industries Public Company Limited produces plastic parts for vehicle manufacturers, electrical appliance manufacturers, and originalequipment manufacturers (OEM).  The company also provides services of mold design, mold making and mold repairing.

T Krungthai Industries (TKT TB)

Thai British: Looking Under That TKS Hood

There's no secret that TKS is one of MCorp Review's top picks and most important holdings in our portfolio thanks to the virtues of linerless label...

Athaporn Arayasantiparb, CFA