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Minor International (MINT TB)
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298
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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BreadTalk
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01 Apr 2020 17:09
BreadTalk: Placed For Take Out
On the 24 February, BTG Holdings, an SPV jointly-held by George Quek (BreadTalk's founder and chairman), his wife Katherine Lee (deputy chairman...
David Blennerhassett
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633 Views
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bullish
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Cross Asset Strategy
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30 Mar 2020 10:44
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
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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414 Views
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bearish
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Cross Asset Strategy
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23 Mar 2020 16:31
The Week That Was in ASEAN@Smartkarma - COVID-19 Policies, Gojek, and Digital Banking
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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412 Views
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bearish
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Airports of Thailand
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16 Mar 2020 08:51
Airport of Thailand (AOT): No Visa and Premium
Thai Airways International (THAI TB) now requires passengers departing from China, Italy and South Korea to present health certificates before...
Henry Soediarko
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382 Views
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bullish
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Cross Asset Strategy
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02 Mar 2020 16:56
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
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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415 Views
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