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).

Rabble Rousers (Season Finale: The Sugar Water Salesman)

Revisiting Thai Media: Stronger than Initially Expected

Rabble Rousers (Ep. 3): The King of Banks

Rabble Rousers (Episode 2): The Hardest Dots To Connect

Rabble Rousers (Season Premiere): Now You See Me, Now You Don't

Equity Bottom-Up

VichaPoolvaraluck comes from a second generation cinema operating family with links to EGV and McKenna, but it was his Major Cineplex that really unified the cinema industry in Thailand. Today with over 85% market share, it has allowed Major to charge more for tickets than Taiwan and almost as high as Singapore, a country six times wealthier than Thailand. All because of a simple idea of standalone cineplex. They also run property developers and REITs, all part of the grand ecosystem. For a short period of time, he also turned around McDonald's operations in Thailand. This is a guy who understands marketing and how to shape industry dynamics and one who has lured top talent like Nokia's former CEO of Thai operations.We are buyers of Major, one of the few entertainment outlets available and operational in Thailand's grieving quarter. The current situation means that cinemas, YouTube, and recorded movies meet less competition from established broadcasters and True Vision, based on our channel checks.

VichaPoolvaraluck comes from a second generation cinema operating family with links to EGV and McKenna, but it was his Major Cineplex that really unified the cinema industry in Thailand. Today with over 85% market share, it has allowed Major to charge more for tickets than Taiwan and almost as high as Singapore, a country six times wealthier than Thailand. All because of a simple idea of standalone cineplex. They also run property developers and REITs, all part of the grand ecosystem. For a short period of time, he also turned around McDonald's operations in Thailand. This is a guy who understands marketing and how to shape industry dynamics and one who has lured top talent like Nokia's former CEO of Thai operations.We are buyers of Major, one of the few entertainment outlets available and operational in Thailand's grieving quarter. The current situation means that cinemas, YouTube, and recorded movies meet less competition from established broadcasters and True Vision, based on our channel checks.

Rabble Rousers (Ep. 4): The Best Show in Town

Major Cineplex Group

Rabble Rousers (Ep. 4): The Best Show in Town