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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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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
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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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bearish
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Macroeconomics
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19 Nov 2016 14:50
Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
Stewart Paterson
377 Views
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bullish
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Thematic (Sector/Industry)
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01 Oct 2016 18:27
American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
Athaporn Arayasantiparb, CFA
234 Views
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