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).

The Week That Was in ASEAN@Smartkarma - Philippines Economy, Small Cap Singapore, and Bank Danamon

Mc Group: So This Is What Rock Bottom Looks Like

IPO Stalker: Grand Prix...Myanmar, Here We Come!

IPO Radar: M Vision, The Guys Who Bought Us the Iconic Mobile Expo

IPO Radar: CMC, New Condo Listing...Literally

IPO Radar: NCAP...Like a Bank, But Not Quite

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 Diversified consumer services / Thematic (Sector/Industry)

<p><strong>MICE, which includes meetings, incentives, conferences, and events, </strong>is one of the highest margin service businesses in the world today catering due to its primary focus on business customers, who are less price conscious than normal leisure consumers. In ASEAN, Bangkok (and a few other Thai cities such as Pattaya and Phuket) collectively rank as the second most successful destinations after Singapore, though the gap is quite wide. In this review, we look at some of the operators in this space…</p>

MICE, which includes meetings, incentives, conferences, and events, is one of the highest margin service businesses in the world today catering due to its primary focus on business customers, who are less price conscious than normal leisure consumers. In ASEAN, Bangkok (and a few other Thai cities such as Pattaya and Phuket) collectively rank as the second most successful destinations after Singapore, though the gap is quite wide. In this review, we look at some of the operators in this space…

Catching the Thai MICE, a Billion Dollar Tourism-Linked Industry