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).

IPO Stalker: Humanica, Software Dudes for HR Management

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

Silicon Stories E: The Sound of Digital Music

Silicon Stories D: Five Lessons from the Sharing Economy's Non-Starters

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

Comanche International / Equity Bottom-Up

<p>You know...Sometimes, life is pretty simple. Software is a high margin business, and the hotel industry is as good as it gets ( Check out <a href="https://www.smartkarma.com/insights/thai-strategy-2018-part-iii-sector-outlook-highlights" target="_blank" data-smartkarma-citation="insights:15856">Thai Strategy 2018 (Part III): Sector Outlook &amp; Highlights</a> and <a href="https://www.smartkarma.com/insights/thai-hotels-sky-s-the-limit-for-most" target="_blank" data-smartkarma-citation="insights:13116">Thai Hotels: Sky’s the Limit! (...for Most)</a> Put the two together, and you get Comanche, a stock that we've held since we first visited them in June. Sure, they stumble once in a while. Who hasn't? But at the end of the day, the important thing is that they get back on their feet like the real…</p>

You know...Sometimes, life is pretty simple. Software is a high margin business, and the hotel industry is as good as it gets ( Check out Thai Strategy 2018 (Part III): Sector Outlook &amp; Highlights and Thai Hotels: Sky’s the Limit! (...for Most) Put the two together, and you get Comanche, a stock that we've held since we first visited them in June. Sure, they stumble once in a while. Who hasn't? But at the end of the day, the important thing is that they get back on their feet like the real…

Comanche: The Closest Thing to a Thai Microsoft