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MC Group Pcl (MC TB)
Watchlist
39
Analysis
Consumer Discretionary
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Thailand
MC Group Public Company Limited manages sales and distribution, mainly, of products under trademarks and brands owned by the group of companies.
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bearish
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Carabao Group
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06 Sep 2018 22:04
Company Visits: Carabao, McJeans, & Phol Dhanaya
We visited Carabao, the second largest energy drinks company in the domestic market after Osotspa's M100 ( IPO Radar: Osothspa, The Thai Energy...
Athaporn Arayasantiparb, CFA
463 Views
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bearish
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Thematic (Sector/Industry)
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13 Jul 2018 11:51
Maplecroft on Labor & Robotics
A recent report by Verisk Maplecroft has some pretty grim conclusions for labor markets in Asia. It's pretty long reading, but they highlight the...
Athaporn Arayasantiparb, CFA
402 Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2018 07:59
Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
Athaporn Arayasantiparb, CFA
163 Views
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bullish
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Thematic (Sector/Industry)
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08 Mar 2018 07:53
Thai Retailing: 2017's Low Base a Boon for 2018
As a follow-up to our positive call on Thai retailers and domestic consumption in 2018, we visited a few companies linked to this theme recently...
Athaporn Arayasantiparb, CFA
131 Views
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bullish
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After You PCL
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06 Jan 2018 22:37
Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
Athaporn Arayasantiparb, CFA
213 Views
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