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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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BreadTalk
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22 Feb 2018 08:26
Breadtalk FY17 Results Confirm Margin Improvement Story Continues; More Dividends While You Wait
Breadtalk Group Ltd (BREAD SP) announced full-year 2017 figures which showed a slightly declining top line as the company is consolidating...
Nicolas Van Broekhoven
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169 Views
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bullish
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Thematic (Sector/Industry)
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27 Dec 2017 10:46
Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
Nicolas Van Broekhoven
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567 Views
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bullish
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Berli Jucker
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01 Dec 2017 22:20
Big C: Live, Die, Re-List?
The TCC Group of Thailand's second richest man ( Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron) did a few TV interviews highlighting its...
Athaporn Arayasantiparb, CFA
178 Views
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bullish
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Thematic (Sector/Industry)
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18 Nov 2017 16:09
HHII: The Handy Holiday Investing Index from MCorp Yo!
OK, so New Year approaches, but every year is basically going to be the same as the last. As the Dog replaces the Rooster in 2018, there's no...
Athaporn Arayasantiparb, CFA
140 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2017 08:23
Stocks Themed for December Holidays (Father's Day & Christmas)
Arguably, no month enjoys more shopping boost than December, thanks to the long holidays and the fact that there are simply more holidays than...
Athaporn Arayasantiparb, CFA
128 Views
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