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After You PCL (AU TB)
Watchlist
22
Analysis
Consumer Discretionary
•
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
•
After You PCL
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27 Jan 2017 10:18
Mahidol on Gossip Girls
Reality vs Perception. So Mahidol University did this random survey on campus girls over 18. They didn't quite say how old the upper limit is,...
Athaporn Arayasantiparb, CFA
235 Views
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bullish
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Thematic (Sector/Industry)
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17 Jan 2017 17:35
Turnarounds: Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
Athaporn Arayasantiparb, CFA
759 Views
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bearish
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MK Restaurants Group
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25 Dec 2016 11:33
The Little League (Ep. 4): Tales from the Kitchen
Regional Restaurants. Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than...
Athaporn Arayasantiparb, CFA
321 Views
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bearish
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Thematic (Sector/Industry)
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18 Dec 2016 22:53
Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
Athaporn Arayasantiparb, CFA
690 Views
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bullish
•
After You PCL
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08 Dec 2016 17:25
After You: Interesting IPO
MCorp Review doesn't normally talk about IPOs, but this one is a little different. It's gonna be a bit hard to participate in it unless you are a...
Athaporn Arayasantiparb, CFA
348 Views
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