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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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bearish
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BreadTalk
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02 Aug 2018 10:38
Breadtalk: +81% Since March 2017 Insight; ST Fair Value Has Been Reached; Risk-Reward Balanced
Breadtalk (BREAD SP) has been a stellar performer YTD (+38%) and even more so if you count the performance (+81%) since my initial insight on...
Nicolas Van Broekhoven
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669 Views
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bullish
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Minor International
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30 Jul 2018 07:15
Mechanics and Details of the MINT-NHH Deal in Spain
Avantgarde Capital, which advises MINT on the acquisition of NH Hotels, provided a comprehensive 100-pager opinion of this deal, which ranks as the...
Athaporn Arayasantiparb, CFA
583 Views
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bearish
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Thematic (Sector/Industry)
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18 Jul 2018 07:50
The Donut Dilemma: Thailand Takes On Trans-Fats
The Health Ministry has announced a ban of trans-fats in Thailand starting January 8, 2019. MCorp Review believes that given the six months grace...
Athaporn Arayasantiparb, CFA
569 Views
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bearish
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Thematic (Sector/Industry)
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16 Jul 2018 07:36
South Series (Part 5): Phuket Cruise Crisis and Sino-Thai Tourism
In July, a leisure cruise ship sank off the shores of Phuket, and almost all of the 47 mainland Chinese tourists on board were killed. The event is...
Athaporn Arayasantiparb, CFA
484 Views
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bullish
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Thematic (Sector/Industry)
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15 Jul 2018 14:52
Catching the Thai MICE, a Billion Dollar Tourism-Linked Industry
MICE, which includes meetings, incentives, conferences, and events, is one of the highest margin service businesses in the world today catering due...
Athaporn Arayasantiparb, CFA
482 Views
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