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).

CPN: Central Group's Flagship Property Arm

Silicon Stories K: The Thai Bitcoin Heist

Applying the Baum Principles to Thai Property

Silicon Stories I: The Invasion of Chinese Internet (Prelude to Attack)

Silicon Stories H: Cryptocurrency Craze Update

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)

Thailand Internet software and services / Thematic (Sector/Industry)

<p><strong>The mainland Chinese phone makers arrived in Thailand </strong>long before their Internet peers, but they were met with limited success. After Samsung and Apple, all the runner-ups are Chinese: Huawei, Oppo, and Vivo. Oppo and Vivo, said to be produced by the same manufacturer, uses expensive advertising, but is generally seen as low-end phones. A typical phone from these two camps go for around Bt6,000, while iPhone X retails at Bt41k ( <a href="https://www.smartkarma.com/insights/the-iphone-x-hits-thailand-in-another-stalemate" target="_blank" data-smartkarma-citation="insights:15623">The IPhone X Hits Thailand in Another Stalemate</a>). The…</p>

The mainland Chinese phone makers arrived in Thailand long before their Internet peers, but they were met with limited success. After Samsung and Apple, all the runner-ups are Chinese: Huawei, Oppo, and Vivo. Oppo and Vivo, said to be produced by the same manufacturer, uses expensive advertising, but is generally seen as low-end phones. A typical phone from these two camps go for around Bt6,000, while iPhone X retails at Bt41k ( The IPhone X Hits Thailand in Another Stalemate). The…

Silicon Stories J: The Invasion of Chinese Internet (Battle Time!)