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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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25 Feb 2020 13:48
Breadtalk: Privatisation Opportunism
Yesterday, Breadtalk (BREAD SP) disclosed a net loss of S$5.2mn in FY19 compared to a profit of S$15.2mn in FY18mn a year ago. Â The loss was...
David Blennerhassett
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778 Views
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bearish
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Thematic (Sector/Industry)
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13 Feb 2020 18:08
Market Monitor: A Corona Hangover
The year of rats brought us the elephant in the room, a new strain of Coronavirus (COVID-19) which is an ironic germ cousin of the black death...
Bondcritic
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671 Views
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bullish
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Zen
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06 Feb 2020 19:37
Snippets #36: Zen's New Chinese Restaurants, DTAC's Cautious Stance
Five interesting developments/trends we recently came across includes: Zen picks up Din's, a trendy Chinese restaurant chain, on a 10-year...
Athaporn Arayasantiparb, CFA
571 Views
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bullish
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Cross Asset Strategy
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27 Jan 2020 12:29
The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
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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515 Views
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bearish
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Kasikornbank PCL
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27 Jan 2020 07:43
Snippets #35: KBANK's Burmese Toehold, Tim Hortons Comes to Thailand
Five interesting news/developments we recently spotted that could influence Thai equities include: KBANKÂ announces plans to acquire a 35% stake in...
Athaporn Arayasantiparb, CFA
426 Views
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