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MK Restaurants Group (M TB)
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85
Analysis
Consumer Discretionary
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Thailand
MK Restaurants Group PCL operates restaurants. The Company supplies traditional Thai food.
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bullish
•
Thematic (Sector/Industry)
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27 Jun 2018 06:33
Thai Restaurants (Part I): Industry Structure and Key Success Factors
The two largest restaurant groups in Thailand, MINT and CENTEL, are both hotel operators. Yet, there are two things MCorp Review highlights here....
Athaporn Arayasantiparb, CFA
131 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2018 11:30
Thai Macro Watch: Osaka, Trump, & Automation
Osaka Earthquake. We normally don't go into much detail on natural disasters or terrorism, because these things just happen so often they become...
Athaporn Arayasantiparb, CFA
112 Views
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bullish
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Thematic (Sector/Industry)
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07 May 2018 15:08
The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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116 Views
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bullish
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Jumbo Group Ltd
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16 Jan 2018 20:47
Hungry Go Where? Jumbo Group Looks Tasty at 15.2x FY19 Ex-Cash and Best-In-Class ROIC
During the Christmas holidays, overseas friends and relatives visited Singapore and asked me to book a dinner for all at Jumbo Seafood. Of all the...
Valerie Law, CFA
402 Views
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bullish
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Indorama Ventures
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03 Jan 2018 08:00
The New Thai-Coons (Class of 2018)
If we defined a "Thai-Coon" as a top ten billionaire of Thailand with control of at least one listed entity, then there's gotta be some changes...
Athaporn Arayasantiparb, CFA
252 Views
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