Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Event-Driven

The Deal: Tuna &amp; Lobster. Yesterday, Thai Union, the world's largest seafood company which we first profiled in <a href="https://www.smartkarma.com/insights/food-fight-cpf-vs-tu" target="_blank" data-smartkarma-citation="insights:5498">Food Fight: CPF Vs TU</a> , announced that they would buy a 25% stake in the world's biggest seafood restaurant chain, Red Lobster, for US$575m. We read a report by Thailand's second largest broker (and potential market leader if what we explained in <a href="https://www.smartkarma.com/insights/sathorn-series-6-disappearing-deutsche-breakaway-brokers" target="_blank" data-smartkarma-citation="insights:6214">Sathorn Series 6: Disappearing Deutsche, Breakaway Brokers</a> pans out), and  like us they are fairly positive on this. The stock is trading at…

The Deal: Tuna &amp; Lobster. Yesterday, Thai Union, the world's largest seafood company which we first profiled in Food Fight: CPF Vs TU , announced that they would buy a 25% stake in the world's biggest seafood restaurant chain, Red Lobster, for US$575m. We read a report by Thailand's second largest broker (and potential market leader if what we explained in Sathorn Series 6: Disappearing Deutsche, Breakaway Brokers pans out), and  like us they are fairly positive on this. The stock is trading at…

United States

Darden Restaurants, Inc. owns and operates full service restaurants. The Company operates a variety of seafood and Italian restaurants under a multitude of brand names. Darden Restaurants owns restaurants through North America.

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Darden Restaurants (DRI US)

Some (Red) Lobster to Go with that Tuna?

The Deal: Tuna & Lobster. Yesterday, Thai Union, the world's largest seafood company which we first profiled in Food Fight: CPF Vs TU ,...

Athaporn Arayasantiparb, CFA

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