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).

Thematic (Sector/Industry)

<p>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 the industry who are worth mentioning, and we're not even talking about the microscopic ones like <em>Chai Si Mee Giaw,</em> which is a street noodle franchise spanning the whole country. With a few exceptions like Fake and After You, we wouldn't say any of them are major success stories like the major players. Since we've already done the appropriate sector…</p>

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 the industry who are worth mentioning, and we're not even talking about the microscopic ones like Chai Si Mee Giaw, which is a street noodle franchise spanning the whole country. With a few exceptions like Fake and After You, we wouldn't say any of them are major success stories like the major players. Since we've already done the appropriate sector…

Thai Restaurants (Part 3): The Minor League Teams

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.

<ul class=""><li>Fast food registered current value growth of 13% to reach THB210.0 billion in 2017.</li><li>In 2017, new international brands contributed to stronger current value growth.</li><li>Convenience stores' fast food recorded the highest current value growth of 15%.</li><li><a href="https://www.smartkarma.com/entities/13889" target="_blank" data-smartkarma-citation="entities:13889:1">CP All PCL (CPALL TB)</a> continued to dominate and accounted for 64% of value sales.</li><li>Fast food is expected to register a value CAGR of 6% at constant 2017 prices over the forecast period to reach THB276.0 billion in 2022.</li></ul>

Fast food registered current value growth of 13% to reach THB210.0 billion in 2017.In 2017, new international brands contributed to stronger current value growth.Convenience stores' fast food recorded the highest current value growth of 15%.CP All PCL (CPALL TB) continued to dominate and accounted for 64% of value sales.Fast food is expected to register a value CAGR of 6% at constant 2017 prices over the forecast period to reach THB276.0 billion in 2022.

<ul class=""><li>Fast food recorded 8% current value growth to reach KRW15.2 trillion, while outlets increased by 7% to reach 79,719 units and transactions rose by 7% in 2017.</li><li>Most fast food showed growth due to the increasing number of single-person households in South Korea.</li><li>Convenience stores' fast food recorded the highest current value growth of 21% in 2017.</li><li>Paris Croissant Co Ltd led fast food with a 14% value share in 2017.</li><li>Fast food is expected to record a 3% value CAGR at constant 2017 prices to reach KRW17.5 trillion, while outlets are predicted to record a 4% CAGR to reach 96,796 units in 2022.</li></ul>

Fast food recorded 8% current value growth to reach KRW15.2 trillion, while outlets increased by 7% to reach 79,719 units and transactions rose by 7% in 2017.Most fast food showed growth due to the increasing number of single-person households in South Korea.Convenience stores' fast food recorded the highest current value growth of 21% in 2017.Paris Croissant Co Ltd led fast food with a 14% value share in 2017.Fast food is expected to record a 3% value CAGR at constant 2017 prices to reach KRW17.5 trillion, while outlets are predicted to record a 4% CAGR to reach 96,796 units in 2022.

<ul><li>Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in transactions.</li><li>Chained cafés and specialist coffee shops showed signs of consolidation.</li><li>Bars/pubs recorded the highest current value growth in 2017 with 2%.</li><li>Starbucks and Bar Pacific remained the biggest players in cafés/bars and bars/pubs in 2017.</li><li>Cafés/bars are expected to see a positive value CAGR of 1% at constant 2017 prices over the forecast period to reach HKD8.7 billion in 2022.</li></ul>

Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in transactions.Chained cafés and specialist coffee shops showed signs of consolidation.Bars/pubs recorded the highest current value growth in 2017 with 2%.Starbucks and Bar Pacific remained the biggest players in cafés/bars and bars/pubs in 2017.Cafés/bars are expected to see a positive value CAGR of 1% at constant 2017 prices over the forecast period to reach HKD8.7 billion in 2022.

Sector Capsule: Cafés/Bars in Hong Kong, China

<ul class=""><li>Fast food grew by 4% in current value terms to reach USD247.1 billion in 2017, whilst transaction volumes are up 1%, with outlet numbers rising at a similar rate to reach 273,325.</li><li>Mobile ordering and delivery helped reach customers more conveniently, whilst price pressures increase competition.</li><li>Chained Latin American fast food sees the strongest current value growth of 7% in 2017.</li><li>Few changes are seen in the rankings, as McDonald’s remained the leader in fast food with a 15% value share in 2017.</li><li>Fast food is expected to see a value CAGR of 2% at constant 2017 prices in the forecast period, whilst transaction volumes and outlet numbers are set to see CAGRs of 1%.</li></ul>

Fast food grew by 4% in current value terms to reach USD247.1 billion in 2017, whilst transaction volumes are up 1%, with outlet numbers rising at a similar rate to reach 273,325.Mobile ordering and delivery helped reach customers more conveniently, whilst price pressures increase competition.Chained Latin American fast food sees the strongest current value growth of 7% in 2017.Few changes are seen in the rankings, as McDonald’s remained the leader in fast food with a 15% value share in 2017.Fast food is expected to see a value CAGR of 2% at constant 2017 prices in the forecast period, whilst transaction volumes and outlet numbers are set to see CAGRs of 1%.

United States

McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serve a variety of value-priced menu products in countries around the world.

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Mcdonald's Corp (MCD US)

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...

Athaporn Arayasantiparb, CFA

Sector Capsule: Fast Food in Thailand

Fast food registered current value growth of 13% to reach THB210.0 billion in 2017. In 2017, new international brands contributed to stronger...

Euromonitor International Ltd.

Sector Capsule: Fast Food in South Korea

Fast food recorded 8% current value growth to reach KRW15.2 trillion, while outlets increased by 7% to reach 79,719 units and transactions rose by...

Euromonitor International Ltd.

Sector Capsule: Cafés/Bars in Hong Kong, China

Cafés/bars increased by 2% in current value terms to HKD8.2 billion in 2017, with a 1% drop in the number of outlets and a marginal decrease in...

Euromonitor International Ltd.

Sector Capsule: Fast Food in the US

Fast food grew by 4% in current value terms to reach USD247.1 billion in 2017, whilst transaction volumes are up 1%, with outlet numbers rising at...

Euromonitor International Ltd.

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