Snippets #32: MINOR Acquires Bonchon, ThaiBev's New Listing
Five interesting news or developments on our radar screen include: Minor acquires Bonchon, the most famous Korean fried chicken chain in Thailand,...
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Thai Beverage (THBEV TB) - Brewing Spin-Off a Positive Catalyst
The recent announcement that Thai Beverage (THBEV SP) is potentially looking to spin-off its brewing operations, which are mainly its beer assets...
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Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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