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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
•
Thematic (Sector/Industry)
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17 Sep 2018 17:27
The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
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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476 Views
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bullish
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Thematic (Sector/Industry)
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15 Sep 2018 20:28
Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
Athaporn Arayasantiparb, CFA
483 Views
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bullish
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Thematic (Sector/Industry)
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10 Sep 2018 17:08
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
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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483 Views
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bullish
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Thematic (Sector/Industry)
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07 Sep 2018 10:42
The Fine Arts of Luxury Investing
With high levels of wealth concentration in Thailand (Gini coefficient 0.3), it makes sense to market to the wealthy, but how exactly do you invest...
Athaporn Arayasantiparb, CFA
577 Views
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bullish
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Thematic (Sector/Industry)
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06 Aug 2018 15:35
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
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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446 Views
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