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).

Lam Soon Group: Not So Sunny Under This Palm Tree

Two Sides of the Same Coin: Energy Vs Airlines

Thai Macro Watch (April'18): China's Retaliation

TWPC: Our Foray into Noodles Vs Soft Commodities

Discover Singapore: Banyan Tree (BTH SP) Luxury Hotel Group Catching Attention of Industry Giants

Thematic (Sector/Industry)

Thailand Consumer staples / Thematic (Sector/Industry)

<p>In general, commodities prices has made a comeback recently due to the weaker greenback…certainly the case for wheat. Coincidentally, we did meet up with three commodities-related stocks recently, namely sugar company Kaset Thai (KTIS), liquid gas manufacturer Siam Gas (SGP), and the wheat miller TMILL. With the exception of TMILL, they are not really market leaders, though they are significant in their respective markets. Things have gone fairly well for them except for Siam Gas at the current…</p>

In general, commodities prices has made a comeback recently due to the weaker greenback…certainly the case for wheat. Coincidentally, we did meet up with three commodities-related stocks recently, namely sugar company Kaset Thai (KTIS), liquid gas manufacturer Siam Gas (SGP), and the wheat miller TMILL. With the exception of TMILL, they are not really market leaders, though they are significant in their respective markets. Things have gone fairly well for them except for Siam Gas at the current…

Kaset Thai International Sugar Corp (KTIS TB)

The Commodities Boot Camp