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 Radar: DOD Biotech...Some Vitamin M (Money) For 2018

MBK & Big C: Recoveries Don't Quite Come Through Yet

Thai Hotels: Sky's the Limit! (...for Most)

Thai-Coons (Ep. 3): RBS Logo...Seriously?

Hidden Tigers (Season Finale): Thailand's Instant Noodle King

Silicon Stories B: Airbnb...Zero to Hero in the Digital Age

Equity Bottom-Up

<p><strong>One very visible consumer conglomerate</strong> we didn't mention earlier was that of the <strong>Bulakool</strong> family. Chokchai Bulakool, who usually sports cowboy boots rather than pinstripe suits, is the founder of Chokchai Farm, an integrative tourism ranch, while the other branch of the family founded MBK, a mall in the city center near Siam and go-to place for cellphones in Thailand. We met up with MBK recently, but first, a bit of background yo...</p><table class="table table-striped"><tbody>
<tr>
<td>Stocks</td>
<td>Business</td>
<td style="text-align: center;">Shr pr (Bt/sh)</td>
<td style="text-align: center;">Mkt cap (US$ m)</td>
<td style="text-align: center;">PE (x)</td>
<td style="text-align: center;">Yld (%)</td>
</tr>
<tr>
<td>MBK</td>
<td>Retai</td>
</tr>
</tbody></table>…

One very visible consumer conglomerate we didn't mention earlier was that of the Bulakool family. Chokchai Bulakool, who usually sports cowboy boots rather than pinstripe suits, is the founder of Chokchai Farm, an integrative tourism ranch, while the other branch of the family founded MBK, a mall in the city center near Siam and go-to place for cellphones in Thailand. We met up with MBK recently, but first, a bit of background yo...

Stocks
Business
Shr pr (Bt/sh)
Mkt cap (US$ m)
PE (x)
Yld (%)


MBK
Retai

…

MBK PCL

Hidden Tigers Sequel: From Milk To Malls