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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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bullish
•
Zen
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06 Feb 2020 19:37
Snippets #36: Zen's New Chinese Restaurants, DTAC's Cautious Stance
Five interesting developments/trends we recently came across includes: Zen picks up Din's, a trendy Chinese restaurant chain, on a 10-year...
Athaporn Arayasantiparb, CFA
366 Views
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bullish
•
Cross Asset Strategy
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27 Jan 2020 12:29
The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
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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388 Views
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bearish
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Kasikornbank PCL
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27 Jan 2020 07:43
Snippets #35: KBANK's Burmese Toehold, Tim Hortons Comes to Thailand
Five interesting news/developments we recently spotted that could influence Thai equities include: KBANK announces plans to acquire a 35% stake in...
Athaporn Arayasantiparb, CFA
344 Views
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bullish
•
Cross Asset Strategy
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16 Dec 2019 23:00
The Week That Was in ASEAN@Smartkarma - Indonesia's Deficit, Slowing Staples, and Bangkok Bank
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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407 Views
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bearish
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Thematic (Sector/Industry)
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15 Dec 2019 18:56
Snippets #33: Symptoms of Downturn, Bangkok Bank Goes Indonesia
Five interesting new trends or developments during this period includes: Signs of economic slowdown appear to be everywhere as the Thai economy...
Athaporn Arayasantiparb, CFA
343 Views
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