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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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Erawan Group
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26 Jul 2016 21:43
Erawan: Low-Cost Hotel Champion
We recently took gains on Minor and bought a stake in Erawan, our new top pick in the hotel sector. Unlike the two larger hotel groups, Erawan is...
Athaporn Arayasantiparb, CFA
264 Views
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bullish
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Macroeconomics
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08 Mar 2016 21:25
Asia Calling: Relative Value in EM - From Short Beta to Smart Alpha
* The multi-year USD rally has been powerful, but in my view will gradually end and reverse this year* Fed tightening is not necessarily...
Callum Henderson
276 Views
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