M: Big-Three Chain Restaurant Giant Ramps up Brands and Networks
We initiate coverage on M with a BUY rating, based on a target price of Bt96 and derived from 31xPE’18E, which is the +2SD of three-year average...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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Islamic Investing 2018: Change of Plans
Unlike the first portfolio we picked in 2017, the small cap picks we chose in Season 2 didn't do quite well. In fact, with the exception of Dental...
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Reality Check XI: How Much of a Game Changer Is After You's Starbucks Connection?
Roughly a year after their IPO, After You traded at an all-time high of Bt15/sh or more than triple its IPO value. The company has certainly...
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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...
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