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Minor International (MINT TB)
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244
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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Cross Asset Strategy
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08 Apr 2020 02:14
Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
Athaporn Arayasantiparb, CFA
430 Views
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bullish
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Cross Asset Strategy
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06 Apr 2020 12:24
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
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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339 Views
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bullish
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BreadTalk
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01 Apr 2020 17:09
BreadTalk: Placed For Take Out
On the 24 February, BTG Holdings, an SPV jointly-held by George Quek (BreadTalk's founder and chairman), his wife Katherine Lee (deputy chairman...
David Blennerhassett
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503 Views
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bullish
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Cross Asset Strategy
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30 Mar 2020 10:44
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
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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326 Views
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bearish
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Cross Asset Strategy
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23 Mar 2020 16:31
The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
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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328 Views
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