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Minor International (MINT-R TB)
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5
Analysis
Consumer Discretionary
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Thailand
Minor International PCL is a global company focused on three primary businesses including restaurants, hotels and lifestyle brands distribution.
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bullish
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Cross Asset Strategy
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11 May 2020 10:05
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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445 Views
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bullish
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Bumrungrad Hospital Pub Co
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04 May 2020 16:06
Thai M&A (Part 2): Transforming Deals in Other Sectors
With the exception of Bumrungrad (only a potential deal), the deals mentioned in this review are much smaller than those of Part 1, but it shows...
Athaporn Arayasantiparb, CFA
385 Views
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bullish
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Chuan Hup Holdings
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13 Apr 2020 11:19
Chuan Hup: The Chairman Knows A Good Deal
On 4th January 2019, Pci Ltd (PCI SP) announced that Pagani Holding (an SPV indirectly owned by Platinum Equity Advisors) had made an...
David Blennerhassett
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759 Views
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bearish
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Cross Asset Strategy
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08 Apr 2020 02:14
Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
Athaporn Arayasantiparb, CFA
613 Views
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bullish
•
Cross Asset Strategy
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06 Apr 2020 12:24
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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439 Views
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