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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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bullish
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Thematic (Sector/Industry)
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05 Sep 2017 14:12
Thai Hotels: Sky's the Limit! (...for Most)
In general, the Thai hotel sector had a great quarter. MINT delivered a 19% normalized earnings growth in Q2'17, but that was easily eclipsed by...
Athaporn Arayasantiparb, CFA
219 Views
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bullish
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Airbnb
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20 Aug 2017 03:56
Silicon Stories B: Airbnb...Zero to Hero in the Digital Age
Joe Gebbia & Brian Chesky were relatively newbies to tech and business when they started the awkwardly named airbedandbreakfast.com to help...
Athaporn Arayasantiparb, CFA
238 Views
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bullish
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Thematic (Sector/Industry)
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12 Aug 2017 23:50
The Week that Was in ASEAN@Smartkarma - Supermarkets, Chinese Tourists, and DNA
Please find below a short summary of this week's bottom up and Top Down and thematic insights in ASEAN@Smartkarma. I also include a brief summary...
Angus Mackintosh
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153 Views
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bullish
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Thematic (Sector/Industry)
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11 Aug 2017 11:41
Stocks for Mother's Day
Mother’s Day in Thailand is celebrated on the long weekend between August 12 to 14 and coincides with the Queen’s birthday. As such, the Thai stock...
Athaporn Arayasantiparb, CFA
198 Views
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bullish
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BreadTalk
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07 Aug 2017 23:44
Breadtalk 1H17 Results: Focus on Margins over Revenues Ongoing & More Special Dividends on the Way
Last week Breadtalk Group Ltd (BREAD SP) reported its 2Q17 results. The trend of slightly declining revenues but much higher bottom line profits...
Nicolas Van Broekhoven
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229 Views
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