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).

Tesla 10Q Filings : Another Capital Raise on the Horizon in Early Q4 2016

Tesla Q2 2016 : Losses Accelerating , More Questions ?

Equity Bottom-Up

<p>We swung by the Stock Exchange to check on Forth Smart, a value top-up machine company which is effectively (48%) controlled by Forth, one of the stocks in our portfolio and also met up with some random auto parts company called Fortune Part or FPI. The general sense is that both of them seems to be doing well. We think Forth is still a good investment, but we wouldn’t say the same for FPI yo. I mean there’s this whole argument about how auto parts in the secondary market (existing cars) is…</p>

We swung by the Stock Exchange to check on Forth Smart, a value top-up machine company which is effectively (48%) controlled by Forth, one of the stocks in our portfolio and also met up with some random auto parts company called Fortune Part or FPI. The general sense is that both of them seems to be doing well. We think Forth is still a good investment, but we wouldn’t say the same for FPI yo. I mean there’s this whole argument about how auto parts in the secondary market (existing cars) is…

Forth Smart Service

Quick Portfolio Double-Check on Forth