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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
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Cross Asset Strategy
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10 Aug 2020 12:55
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
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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301 Views
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bearish
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Cross Asset Strategy
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06 Aug 2020 09:09
Thai Corona Crisis (August): New Normal or Second Wave?
Thai COVID-19 infections has largely subsided, and many businesses have re-opened. Yet, a potential 'second wave' of the pandemic could still...
Athaporn Arayasantiparb, CFA
377 Views
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bullish
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Cross Asset Strategy
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29 Jun 2020 13:22
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
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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300 Views
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bullish
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Minor International
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25 Jun 2020 19:11
MINOR and TAC Consumer Navigate the Pandemic
Minor called a shareholder meeting to update on the recent capital management program which included a combination of bond and warrants issuance....
Athaporn Arayasantiparb, CFA
351 Views
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bearish
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Airports of Thailand
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24 Jun 2020 14:35
AOT: Still a Valid Proxy for Tourism?
If the country were to change its target to the wealthy clients then the question is whether Airports of Thailand (AOT TB) going to be a good proxy...
Henry Soediarko
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392 Views
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