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).

Reality Check XVIII: How Much Mojo Can True Derive From True Ryde?

Snippets #23: Italian-Thai's Hotel Diversification, New Starbucks Honcho!

The Week that Was in ASEAN@Smartkarma - Thai Politics, Bank Negara Indonesia, and Singapore Property

Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath of Southeast Asia? - Part 2

Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath for Southeast Asia? - Part 1

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)

Singapore Road and rail / Thematic (Sector/Industry)

Grab acquired Uber's operations in Asia, including Thailand. Happy Ending? Wrong.At first glance, the deal seems like a panacea for everyone. We began getting notifications from Uber to download Grab's application a few months ago ourselves. Uber was operating illegally in Thailand, while Grab was not. So they continue to lose money...Hmm...since when was that a problem in Silicon Valley...or the Asian equivalent?Anyway, this being Thailand, nothing is ever so simple. Today, TNN 24 news reported…

Grab acquired Uber's operations in Asia, including Thailand. Happy Ending? Wrong.At first glance, the deal seems like a panacea for everyone. We began getting notifications from Uber to download Grab's application a few months ago ourselves. Uber was operating illegally in Thailand, while Grab was not. So they continue to lose money...Hmm...since when was that a problem in Silicon Valley...or the Asian equivalent?Anyway, this being Thailand, nothing is ever so simple. Today, TNN 24 news reported…

Grab's Growing Pains