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).

Sathorn Series J: Non-Bank Financiers and Their Close Kin

Sathorn Series K: TMB on Eastspring and Credit Quality

Sathorn Series L: TISCO on Recent Deals with Citi and StanChart

Equity Bottom-Up

BAY, New King of Plastic. According to a new Poll by my engineering school alma mater Assumption University (2nd biggest campus pollster in Thailand after Dusit), <a href="https://www.smartkarma.com/entities/136" target="_blank" data-smartkarma-citation="entities:136:1">Bank Of Ayudhya Pcl (BAY TB)</a> has beaten KBANK for boasting rights of being Thailand's biggest credit card issuer. Note that the numbers will add up to more than 100%, since almost 70% of respondents have more than one credit card. Anyway, this is pretty surprising result, since KBANK creamed both previous market leaders, Citi and KTC…

BAY, New King of Plastic. According to a new Poll by my engineering school alma mater Assumption University (2nd biggest campus pollster in Thailand after Dusit), Bank Of Ayudhya Pcl (BAY TB) has beaten KBANK for boasting rights of being Thailand's biggest credit card issuer. Note that the numbers will add up to more than 100%, since almost 70% of respondents have more than one credit card. Anyway, this is pretty surprising result, since KBANK creamed both previous market leaders, Citi and KTC…

Bank Of Ayudhya

Thailand's New Credit Card Honcho