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Minor International (MINT-R TB)
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3
Analysis
Consumer Discretionary
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Thailand
Minor International PCL is a global company focused on three primary businesses including restaurants, hotels and lifestyle brands distribution.
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bearish
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Cross Asset Strategy
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23 Mar 2020 16:31
The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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329 Views
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bearish
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Airports of Thailand
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16 Mar 2020 08:51
Airport of Thailand (AOT): No Visa and Premium
Thai Airways International (THAI TB) now requires passengers departing from China, Italy and South Korea to present health certificates before...
Henry Soediarko
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304 Views
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bullish
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Cross Asset Strategy
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02 Mar 2020 16:56
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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320 Views
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bullish
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BreadTalk
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25 Feb 2020 13:48
Breadtalk: Privatisation Opportunism
Yesterday, Breadtalk (BREAD SP) disclosed a net loss of S$5.2mn in FY19 compared to a profit of S$15.2mn in FY18mn a year ago. The loss was...
David Blennerhassett
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650 Views
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bearish
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Thematic (Sector/Industry)
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13 Feb 2020 18:08
Market Monitor: A Corona Hangover
The year of rats brought us the elephant in the room, a new strain of Coronavirus (COVID-19) which is an ironic germ cousin of the black death...
Bondcritic
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498 Views
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