Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Asean (Thailand) Focused Independent Research

M Corp Review

M Corp is led by Athaporn Arayasantiparb who served as Head of Research for UOB and ANZ in Thailand and was an award-winning telecoms analyst at UBS in 2010 (AsiaMoney Thailand category) and Regional Strategist for DMG in Singapore. Prior to that, he also served as Kasikornbank credit analyst and scholar. He has a total work experience of 17 years, of which 14 were in research and 4 in research management roles. He started his career as an engineer for PTT and currently manages family investments. He holds an MBA from Stern (NYU) and CFA Charter since 2006. Apart from IPO Radar, which focuses on future listings, MCorp Review also provides six on-going thematic series ranked by frequency in descending order, namely: 1) Silicon Stories (technology) 2) Sathorn Series (financial services) 3) Thai-Coons (billionaire origin stories) 4) Reality Check (data-driven, investigative) 5) Thai Media Spotlight; and 6) Thai Macro Watch (global market drivers).

Event-Driven

Avantgarde Capital, which advises MINT on the acquisition of NH Hotels, provided a comprehensive 100-pager opinion of this deal, which ranks as the second biggest one attempted by a Thai company in 2018. NH Hotels has 382 locations spread across Europe and Latin America accounting for 59,487 rooms. This is almost triple the size of MINT's existing network, which is primarily in Asia. (MINT also has earlier forays in Africa, Elewana, and Europe via the Tivoli acquisition in Portugal). In their…

Avantgarde Capital, which advises MINT on the acquisition of NH Hotels, provided a comprehensive 100-pager opinion of this deal, which ranks as the second biggest one attempted by a Thai company in 2018. NH Hotels has 382 locations spread across Europe and Latin America accounting for 59,487 rooms. This is almost triple the size of MINT's existing network, which is primarily in Asia. (MINT also has earlier forays in Africa, Elewana, and Europe via the Tivoli acquisition in Portugal). In their…

Mechanics and Details of the MINT-NHH Deal in Spain

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Complete top-down and bottom-up technical analysis of the U.S. Consumer Discretionary Sector.  Charts highlighted:  AMZN, NFLX, COLM, PVH, UAA, FOSL, GOOS, GIII, TJX, BURL, AEO, ANF, BBY, M, URBN, RL, LUXTY, LE, NKE, WWW, DECK, SHOO, CROX, RCKY, WEYS, MAR, HLT, LQ, ILG, CHH, H, IHG, WYNN, LVS, MLCO, BYD, PNK, YUM, DPZ, TXRH, CAKE, NDLS, and DNKN.

Complete top-down and bottom-up technical analysis of the U.S. Consumer Discretionary Sector.  Charts highlighted:  AMZN, NFLX, COLM, PVH, UAA, FOSL, GOOS, GIII, TJX, BURL, AEO, ANF, BBY, M, URBN, RL, LUXTY, LE, NKE, WWW, DECK, SHOO, CROX, RCKY, WEYS, MAR, HLT, LQ, ILG, CHH, H, IHG, WYNN, LVS, MLCO, BYD, PNK, YUM, DPZ, TXRH, CAKE, NDLS, and DNKN.

U.S. Consumer Discretionary Sector: Complete Technical Analysis

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul><li>Luxury hotels (5-star plus) posts 5% current value growth in 2017, to reach JPY124.4 billion</li><li>Demand from the increasing number of foreign tourists leads to the rapid increase of luxury hotels (5-star plus)</li><li>International luxury hotel brands continue to lead luxury hotels (5-star plus) in 2016</li><li>Luxury hotels (5-star plus) to record a value CAGR of 7% at constant 2017 prices in the forecast period, to reach JPY172.7 billion in 2022</li></ul>

Luxury hotels (5-star plus) posts 5% current value growth in 2017, to reach JPY124.4 billionDemand from the increasing number of foreign tourists leads to the rapid increase of luxury hotels (5-star plus)International luxury hotel brands continue to lead luxury hotels (5-star plus) in 2016Luxury hotels (5-star plus) to record a value CAGR of 7% at constant 2017 prices in the forecast period, to reach JPY172.7 billion in 2022

Sector Capsule: Luxury Hotels (5-Star Plus) In Japan

<ul class=""><li>Luxury hotels (5-star plus) records a retail sales decline of 2% to KRW593.0 billion in 2017</li><li>Marketing strategies targeting domestic consumers are more important in 2017</li><li>Luxury hotels (5-star plus) is the only category in luxury goods to record negative retail value growth in 2017</li><li>Hotel Shilla Co leads luxury hotels (5-star plus) in 2016 with a retail value share of 16%</li><li>Luxury hotels (5-star plus) is expected to record a healthy retail value CAGR of 4% at constant 2017 prices over the forecast period to reach KRW730.4 billion in 2022</li></ul>

Luxury hotels (5-star plus) records a retail sales decline of 2% to KRW593.0 billion in 2017Marketing strategies targeting domestic consumers are more important in 2017Luxury hotels (5-star plus) is the only category in luxury goods to record negative retail value growth in 2017Hotel Shilla Co leads luxury hotels (5-star plus) in 2016 with a retail value share of 16%Luxury hotels (5-star plus) is expected to record a healthy retail value CAGR of 4% at constant 2017 prices over the forecast period to reach KRW730.4 billion in 2022

Sector Capsule: Luxury Hotels (5-Star Plus) In South Korea

United States

Hyatt Hotels Corp. is a global hospitality company. The Company manages, franchises, owns, and develops branded hotels, resorts and residential and vacation ownership properties around the world.

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Hyatt Hotels Corp Cl A (H US)

Mechanics and Details of the MINT-NHH Deal in Spain

Avantgarde Capital, which advises MINT on the acquisition of NH Hotels, provided a comprehensive 100-pager opinion of this deal, which ranks as the...

Athaporn Arayasantiparb, CFA

U.S. Consumer Discretionary Sector: Complete Technical Analysis

Complete top-down and bottom-up technical analysis of the U.S. Consumer Discretionary Sector. Charts highlighted: AMZN, NFLX, COLM, PVH,...

Vermilion Research

Sector Capsule: Luxury Hotels (5-Star Plus) In Japan

Luxury hotels (5-star plus) posts 5% current value growth in 2017, to reach JPY124.4 billion Demand from the increasing number of foreign tourists...

Euromonitor International Ltd.

Sector Capsule: Luxury Hotels (5-Star Plus) In South Korea

Luxury hotels (5-star plus) records a retail sales decline of 2% to KRW593.0 billion in 2017 Marketing strategies targeting domestic consumers are...

Euromonitor International Ltd.

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