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...
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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....
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Thai Macro Watch: Osaka, Trump, & Automation
Osaka Earthquake. We normally don't go into much detail on natural disasters or terrorism, because these things just happen so often they become...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
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Hungry Go Where? Jumbo Group Looks Tasty at 15.2x FY19 Ex-Cash and Best-In-Class ROIC
During the Christmas holidays, overseas friends and relatives visited Singapore and asked me to book a dinner for all at Jumbo Seafood. Of all the...
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