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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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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
202 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2018 08:48
Thai Restaurants (Part 2): Major Players
When we discussed MINT and CENTEL extensively in the past, it was in the context that they were the country's largest hotel operators, but these...
Athaporn Arayasantiparb, CFA
209 Views
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bullish
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Thematic (Sector/Industry)
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27 Jun 2018 06:33
Thai Restaurants (Part I): Industry Structure and Key Success Factors
The two largest restaurant groups in Thailand, MINT and CENTEL, are both hotel operators. Yet, there are two things MCorp Review highlights here....
Athaporn Arayasantiparb, CFA
142 Views
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bullish
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Thematic (Sector/Industry)
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11 Jun 2018 20:57
The Week that Was in ASEAN@Smartkarma - Profit Cycles, Towers, and Toll Roads
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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186 Views
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bullish
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Minor International
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06 Jun 2018 10:25
Biggest Deal in 2018: MINT Becomes a Thai Starwood!!
MINT buys NHH! Maybe, it's the sound of B Grimm tycoon tailgating Bill Heinecke on the Thai-Coons list, or the cheap interest rates, which can only...
Athaporn Arayasantiparb, CFA
223 Views
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