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Mudman Company (MM TB)
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5
Analysis
Consumer Discretionary
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Thailand
Mudman Company Limited owns and operates international retail food brands in Thailand.
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bullish
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Thematic (Sector/Industry)
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13 Aug 2018 23:55
The Week that Was in ASEAN@Smartkarma - Turning Points, Weakening Currencies, and Water Treatment
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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347 Views
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bearish
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Mudman Company
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08 Aug 2018 04:25
IPO Stalker: Quick Catch-Up With Mudman
We had the chance to meet up with a Mudman director recently to dig their brains on the company and the related restaurant business ( Thai...
Athaporn Arayasantiparb, CFA
287 Views
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bearish
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Thematic (Sector/Industry)
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18 Jul 2018 07:50
The Donut Dilemma: Thailand Takes On Trans-Fats
The Health Ministry has announced a ban of trans-fats in Thailand starting January 8, 2019. MCorp Review believes that given the six months grace...
Athaporn Arayasantiparb, CFA
431 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
199 Views
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bearish
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Mudman Company
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06 Apr 2017 19:38
Mudman: Upcoming Restaurant IPO
4-in-one restaurant play. It's probably not as compelling as the After You Pcl (AU TB) IPO we highlighted earlier last year, but this is an...
Athaporn Arayasantiparb, CFA
394 Views
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