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Beauty Community (BEAUTY TB)
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48
Analysis
Consumer Discretionary
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Thailand
Beauty Community PCL engages in cosmetic and beauty products retail business including make-up, Skin care and accessories.
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bearish
•
Thematic (Sector/Industry)
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02 Feb 2017 23:29
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
Athaporn Arayasantiparb, CFA
3.6k Views
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bullish
•
Thematic (Sector/Industry)
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31 Jan 2017 11:39
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
Athaporn Arayasantiparb, CFA
927 Views
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bullish
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Thematic (Sector/Industry)
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17 Jan 2017 17:35
Turnarounds:Â Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
Athaporn Arayasantiparb, CFA
905 Views
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bearish
•
UOB
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11 Jan 2017 20:41
UOB (Part 2):The Next Frontier
After the third generation (Ee) control the banking and securities business, the future generation (Teng) have branched out in restaurants (Lo...
Athaporn Arayasantiparb, CFA
379 Views
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bearish
•
Thematic (Sector/Industry)
•
18 Dec 2016 22:53
Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
Athaporn Arayasantiparb, CFA
840 Views
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