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MC Group Pcl (MC TB)
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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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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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bullish
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Thematic (Sector/Industry)
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18 Dec 2017 13:08
The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
Angus Mackintosh
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185 Views
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bullish
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Berli Jucker
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17 Dec 2017 16:40
Chef's Selection: November & December Company Visits
We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met...
Athaporn Arayasantiparb, CFA
137 Views
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