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: A New Asian Series TV Content Provider Emerges

IPO Radar: TOA, Thailand's New Paint Tycoon

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

Stocks and Things to Watch Out For During the Rainy Season

Equity Bottom-Up

Q3 is traditionally a soft earnings period for Thai media companies. For cinema operators like Major and SF, the rainy season actually means that it's more difficult for people to come out and see movies. Of course, there will be some random movie-goers who simply watch unintended movies because they are stuck in the malls, but that's hardly a norm. Also, movie line-ups tend to be weaker than during the summer season. For Thailand, the movie line-up was strongest in June.Intuitively, you would…

Q3 is traditionally a soft earnings period for Thai media companies. For cinema operators like Major and SF, the rainy season actually means that it's more difficult for people to come out and see movies. Of course, there will be some random movie-goers who simply watch unintended movies because they are stuck in the malls, but that's hardly a norm. Also, movie line-ups tend to be weaker than during the summer season. For Thailand, the movie line-up was strongest in June.Intuitively, you would…

Major Cineplex Group

Thai Media Spotlight: A Softer Q3'17