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Thai Union Group (TU-R TB)
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Consumer Staples
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Thailand
Thai Union Group Public Company Limited provides frozen and canned seafood products. The Company offers seafood products including tuna, sardines, mackerel, herring, and salmon. Thai Union Group serves customers worldwide.
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bullish
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Thematic (Sector/Industry)
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11 Sep 2018 10:54
Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
Athaporn Arayasantiparb, CFA
296 Views
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bearish
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Thematic (Sector/Industry)
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29 Jun 2018 07:28
Thai Restaurants (Part 3): The Minor League Teams
When you add these fringe players to the original list of big leaguers in our previous episodes, you'll note that there's almost a dozen players in...
Athaporn Arayasantiparb, CFA
189 Views
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bearish
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Thematic (Sector/Industry)
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06 Apr 2018 07:22
Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
Athaporn Arayasantiparb, CFA
125 Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2018 07:59
Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
Athaporn Arayasantiparb, CFA
168 Views
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bullish
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Thematic (Sector/Industry)
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26 Jan 2018 07:43
Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
Rickin Thakrar
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193 Views
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