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).

THREL & EMCS Thailand: To Sell or Not To Sell?

Sathorn Series C: Revisiting Thai Insurance

Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron

Snippets#5: Trump Vs Techdom, Clash of the Titans

Snippets#4: Ferrum's Transformation from Phones to Power Plants

Snippets#3: Thailand's New Debt Crisis? Hmm...Maybe Not

Equity Bottom-Up

Comanche International / Equity Bottom-Up

We first introduced Comanche in the forked review. This is our first live visit with them, and we gotta admit we are rather impressed yo. These guys cater to three and four star hotels, but they are also willing to sell hotel software to cheapo guesthouses and motels as well as some pretty decent restaurants yo. On the same day, we also met up with ND Rubber. Though the CEO answered well, the truth is that the company’s prospects are quite ho-hum. Earnings are actually declining, even though…

We first introduced Comanche in the forked review. This is our first live visit with them, and we gotta admit we are rather impressed yo. These guys cater to three and four star hotels, but they are also willing to sell hotel software to cheapo guesthouses and motels as well as some pretty decent restaurants yo. On the same day, we also met up with ND Rubber. Though the CEO answered well, the truth is that the company’s prospects are quite ho-hum. Earnings are actually declining, even though…

Comanche International

Thailand's Hotel Software Honcho