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Minor International (MINT-R TB)
Watchlist
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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Thematic (Sector/Industry)
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16 Jul 2018 07:36
South Series (Part 5): Phuket Cruise Crisis and Sino-Thai Tourism
In July, a leisure cruise ship sank off the shores of Phuket, and almost all of the 47 mainland Chinese tourists on board were killed. The event is...
Athaporn Arayasantiparb, CFA
339 Views
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bullish
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Thematic (Sector/Industry)
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15 Jul 2018 14:52
Catching the Thai MICE, a Billion Dollar Tourism-Linked Industry
MICE, which includes meetings, incentives, conferences, and events, is one of the highest margin service businesses in the world today catering due...
Athaporn Arayasantiparb, CFA
360 Views
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bullish
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Glow Energy PCL
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12 Jul 2018 09:52
Thai M&A: Boldest Deals of 2018
Though the M&A landscape in 2018 is certainly not as impressive as things were back in 2013, when we had: 1) the biggest deal by a Thai company...
Athaporn Arayasantiparb, CFA
527 Views
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bullish
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Thematic (Sector/Industry)
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08 Jul 2018 15:53
A Primer on Thai Franchising: Structure, Roles, & Pitfalls
Twelve Things to Look at in Thai Franchising. In this review, we will refer to CP All several times due to the information available about their...
Athaporn Arayasantiparb, CFA
376 Views
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bearish
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Thematic (Sector/Industry)
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29 Jun 2018 07:28
Thai Restaurants (Part 3): The Minor League Teams
When you add these fringe players to the original list of big leaguers in our previous episodes, you'll note that there's almost a dozen players in...
Athaporn Arayasantiparb, CFA
211 Views
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