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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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Mudman Company
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06 Apr 2017 19:38
Mudman: Upcoming Restaurant IPO
4-in-one restaurant play. It's probably not as compelling as the After You Pcl (AU TB) IPO we highlighted earlier last year, but this is an...
Athaporn Arayasantiparb, CFA
418 Views
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bullish
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Thematic (Sector/Industry)
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05 Apr 2017 10:05
Songkran-Themed Stocks: A Week's Countdown
Songkran, here we come! In a little over a week, Thailand will be celebrating Songkran or the Thai New Year. The holiday will last five days...
Athaporn Arayasantiparb, CFA
232 Views
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bullish
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Thematic (Sector/Industry)
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04 Apr 2017 08:54
Thai Market Update: Europe, Tourism, and More
Our worst fears regarding Europe has not materialized, and the global economy does seem to be improving. Thai equities (SET index) have rebounded a...
Athaporn Arayasantiparb, CFA
207 Views
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bullish
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Thematic (Sector/Industry)
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26 Mar 2017 01:16
The Week that Was in ASEAN@Smartkarma - Reconciliation, BreadTalk and Golf
The Week that Was in ASEAN@SmartkarmaIn this week's ASEAN offering, I will start with some political commentary highlighting a significant change...
Angus Mackintosh
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240 Views
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bullish
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BreadTalk
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19 Mar 2017 15:37
Discover Singapore: BreadTalk (BREAD SP EQUITY)
Singapore Inc. consumer brands are on sale After OSIM and Super Group the next one might be BreadTalk Revenue and Gross profit growth has been...
Nicolas Van Broekhoven
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889 Views
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