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After You PCL (AU TB)
Watchlist
22
Analysis
Consumer Discretionary
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Thailand
After You PCL operates a chain of cafeterias. The Company provides beverages, pastries, cakes, buns, and other bakery products. After You serves customers in Thailand.
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bullish
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After You PCL
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06 Jan 2018 22:37
Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
Athaporn Arayasantiparb, CFA
217 Views
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bullish
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After You PCL
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20 Dec 2017 07:47
Reality Check XI: How Much of a Game Changer Is After You's Starbucks Connection?
Roughly a year after their IPO, After You traded at an all-time high of Bt15/sh or more than triple its IPO value. The company has certainly...
Athaporn Arayasantiparb, CFA
167 Views
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bearish
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Mudman Company
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06 Apr 2017 19:38
Mudman: Upcoming Restaurant IPO
4-in-one restaurant play. It's probably not as compelling as the After You Pcl (AU TB) IPO we highlighted earlier last year, but this is an...
Athaporn Arayasantiparb, CFA
402 Views
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bearish
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Thematic (Sector/Industry)
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02 Feb 2017 23:29
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
Athaporn Arayasantiparb, CFA
3.5k Views
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bullish
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Thematic (Sector/Industry)
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31 Jan 2017 11:39
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
Athaporn Arayasantiparb, CFA
805 Views
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