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).

Snippets #7: The End of Digital Banking Fees

Snippets #8: Syrian Tensions, PTT's New IPO!

Thai Power: A Primer on Regulations, Returns, & Tariffs

Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?

Thai Power Genisys: Origin Stories Before the IPOs

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

We got to meet up with our old friend Noppadej Joe Karnasutra, CFO of B Grimm, recently, and it was a good opportunity to touch base on what became the best performing Thai power stock of 2017. <a href="https://www.smartkarma.com/insights/champions-of-2017-stocks-with-eye-popping-returns" target="_blank" data-smartkarma-citation="insights:16572">Champions of 2017: Stocks With Eye-Popping Returns!</a> A couple of things we put up in the discussion:<ul>
<li>returns and capacity build-up plan.</li>
<li>adders ( <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>) and renewables</li>
<li>future plans and strategy.</li>
</ul>On our part, MCorp Review …

We got to meet up with our old friend Noppadej Joe Karnasutra, CFO of B Grimm, recently, and it was a good opportunity to touch base on what became the best performing Thai power stock of 2017. Champions of 2017: Stocks With Eye-Popping Returns! A couple of things we put up in the discussion:
returns and capacity build-up plan.
adders ( Reality Check IX: What Has More Upside in Thailand: Innovative Products, Adders, or Deals?) and renewables
future plans and strategy.
On our part, MCorp Review …

B Grimm Power

B Grimm: Interview With the CFO