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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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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
•
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
802 Views
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bullish
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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
758 Views
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