After You Looks Beyond Thailand For Opportunities
We met up with management of two companies whose industries couldn't have been more different. This is the quick run-down on what they are up to...
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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...
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Thai Restaurants (Part I): Industry Structure and Key Success Factors
The two largest restaurant groups in Thailand, MINT and CENTEL, are both hotel operators. Yet, there are two things MCorp Review highlights here....
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M: Big-Three Chain Restaurant Giant Ramps up Brands and Networks
We initiate coverage on M with a BUY rating, based on a target price of Bt96 and derived from 31xPE’18E, which is the +2SD of three-year average...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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