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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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Airports of Thailand
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18 Jun 2020 06:40
Airport of Thailand (AOT): No Sign of Improvement Yet
Airports of Thailand (AOT TB) share price has rallied post the initial sell-off in the back of COVID-19 yet the key revenue driver, tourists'...
Henry Soediarko
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335 Views
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bullish
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Cross Asset Strategy
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08 Jun 2020 10:46
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
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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374 Views
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bullish
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Cross Asset Strategy
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11 May 2020 10:05
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
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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314 Views
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bullish
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Bumrungrad Hospital Pub Co
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04 May 2020 16:06
Thai M&A (Part 2): Transforming Deals in Other Sectors
With the exception of Bumrungrad (only a potential deal), the deals mentioned in this review are much smaller than those of Part 1, but it shows...
Athaporn Arayasantiparb, CFA
295 Views
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bullish
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Chuan Hup Holdings
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13 Apr 2020 11:19
Chuan Hup: The Chairman Knows A Good Deal
On 4th January 2019, Pci Ltd (PCI SP) announced that Pagani Holding (an SPV indirectly owned by Platinum Equity Advisors) had made an...
David Blennerhassett
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653 Views
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