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).

Silicon Stories C: Hey Uber, Need a Lyft?

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

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

2017: Business as Usual or Year of Reckoning for Airbnb

Silicon Stories #10: Thailand Taxes the Internet

Equity Bottom-Up

Joe Gebbia &amp; Brian Chesky were relatively newbies to tech and business when they started the awkwardly named airbedandbreakfast.com to help them pay rents. A Y Combinator course later and with the help of tech genius Nathan Blecharczyk, the co-founders were billionaires. AirBnB was making waves, threatening the hotel industry just like Amazon once did to retailers. Still with questionable legality, the company is valued at US$30bn.Legal controversy, recruiting help, fighting off hardcore business types like the Samwer brothers of Germany, and balancing between for-profit motives and quirky experience-based offerings...it's all in a day's work for these guys. The threat for Thai hoteliers from Airbnb is still benign compared to Uber's on taxis or e-commerce on traditional retailing, and we highlight some key differences but we still believe there will be impact on pricing and how hotels down here design the value proposition going forward.

Joe Gebbia &amp; Brian Chesky were relatively newbies to tech and business when they started the awkwardly named airbedandbreakfast.com to help them pay rents. A Y Combinator course later and with the help of tech genius Nathan Blecharczyk, the co-founders were billionaires. AirBnB was making waves, threatening the hotel industry just like Amazon once did to retailers. Still with questionable legality, the company is valued at US$30bn.Legal controversy, recruiting help, fighting off hardcore business types like the Samwer brothers of Germany, and balancing between for-profit motives and quirky experience-based offerings...it's all in a day's work for these guys. The threat for Thai hoteliers from Airbnb is still benign compared to Uber's on taxis or e-commerce on traditional retailing, and we highlight some key differences but we still believe there will be impact on pricing and how hotels down here design the value proposition going forward.

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