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).

Thai Media Spotlight: The Shift Back to the Big Screen

The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media

Thai Media Spotlight: Government Rescue Plan

Thai Media Spotlight: Back to the Living Room

Thai Media Spotlight: A Riskier(...or Bolder) Strategy

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 Media / Thematic (Sector/Industry)

Traditionally, Q3 is a seasonally weak quarter for the media sector. Though people stay home and watch more TV, business sentiment is weaker, because advertisers know you are less likely to come out and buy their goods. Likewise, Hollywood releases its best movies during summer. This year's top movie, Avengers Infinity War, raked in more than Bt600m, and most of that happened in late April and early May. For our biggest investment in the sector, we are expecting earnings to rebound YoY on…

Traditionally, Q3 is a seasonally weak quarter for the media sector. Though people stay home and watch more TV, business sentiment is weaker, because advertisers know you are less likely to come out and buy their goods. Likewise, Hollywood releases its best movies during summer. This year's top movie, Avengers Infinity War, raked in more than Bt600m, and most of that happened in late April and early May. For our biggest investment in the sector, we are expecting earnings to rebound YoY on…

Thai Media Spotlight: Signs of Weakness in Q3'18