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Minor International (MINT TB)
Watchlist
244
Analysis
Consumer Discretionary
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Thailand
Minor International PCL is a global company focused on three primary businesses including restaurants, hotels and lifestyle brands distribution.
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bullish
•
Thematic (Sector/Industry)
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15 Jul 2018 14:52
Catching the Thai MICE, a Billion Dollar Tourism-Linked Industry
MICE, which includes meetings, incentives, conferences, and events, is one of the highest margin service businesses in the world today catering due...
Athaporn Arayasantiparb, CFA
357 Views
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bullish
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Glow Energy PCL
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12 Jul 2018 09:52
Thai M&A: Boldest Deals of 2018
Though the M&A landscape in 2018 is certainly not as impressive as things were back in 2013, when we had: 1) the biggest deal by a Thai company...
Athaporn Arayasantiparb, CFA
524 Views
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bullish
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Thematic (Sector/Industry)
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08 Jul 2018 15:53
A Primer on Thai Franchising: Structure, Roles, & Pitfalls
Twelve Things to Look at in Thai Franchising. In this review, we will refer to CP All several times due to the information available about their...
Athaporn Arayasantiparb, CFA
374 Views
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bearish
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Thematic (Sector/Industry)
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29 Jun 2018 07:28
Thai Restaurants (Part 3): The Minor League Teams
When you add these fringe players to the original list of big leaguers in our previous episodes, you'll note that there's almost a dozen players in...
Athaporn Arayasantiparb, CFA
202 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2018 08:48
Thai Restaurants (Part 2): Major Players
When we discussed MINT and CENTEL extensively in the past, it was in the context that they were the country's largest hotel operators, but these...
Athaporn Arayasantiparb, CFA
209 Views
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