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Minor International (MINT TB)
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236
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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Thematic (Sector/Industry)
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05 Aug 2019 14:11
Smartkarma Originals
Navigating the High Seas of ASEAN Retail - Introduction to a Series
In this series of Insights, insight providers Angus Mackintosh and Jessica Irene will summarize the biggest players in the ASEAN retail sector,...
Jessica Irene
917 Views
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bullish
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Asset World Corporation
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23 Jul 2019 07:30
IPO Radar: Asset World Corporation (Part 2) - Valuation and Risks
For Thailand's potentially biggest IPO this year, relative valuation is less applicable than sum-of-parts, since multiples in hotel sector is many...
Athaporn Arayasantiparb, CFA
698 Views
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bullish
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Cross Asset Strategy
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01 Jul 2019 10:55
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
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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472 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2019 04:30
Thematic Picks for Mid-Year 2019
A lot changes in six months. Thanks to Trump's renewed vigor on the trade wars, the Baht is strengthening against the dollar, and there is strong...
Athaporn Arayasantiparb, CFA
527 Views
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bullish
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Cross Asset Strategy
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29 Apr 2019 18:09
The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This 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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472 Views
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