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Minor International (MINT TB)
Watchlist
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
•
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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bullish
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Thematic (Sector/Industry)
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04 Jun 2018 17:36
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
Angus Mackintosh
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114 Views
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bullish
•
Thematic (Sector/Industry)
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31 May 2018 08:21
Thai Macro Watch (May 18): What's Cooking in the World Around Thailand?
While news flow has been limited in Thailand recently, a lot has been going on around the world. In this review, we identify five big developments...
Athaporn Arayasantiparb, CFA
138 Views
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