M: Rapid SSSG Recovery with Potential Growth from Seafood Restaurant
We came out with a positive tone after yesterday analyst meeting driven by MK’SSSG recovery rapidly after lockdown easing. We expect COVID-19...
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Company Visits: The Best of March 2019
We selectively visited a dozen companies in March and were most impressed with three of them (two of which we happily own): SISB, Thailand's only...
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After You Looks Beyond Thailand For Opportunities
We met up with management of two companies whose industries couldn't have been more different. This is the quick run-down on what they are up to...
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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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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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