M: Big-Three Chain Restaurant Giant Ramps up Brands and Networks
We initiate coverage on M with a BUY rating, based on a target price of Bt96 and derived from 31xPE’18E, which is the +2SD of three-year average...
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World Cup & Thai-Coons
The World Cup in Russia approaches. Most "Thai-Coons" will probably be too busy to watch it, but that doesn't mean they won't be celebrating all...
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Snippets #9: MINT Acquires Benihana
PTT Wants to Build Your Next Train! Intuitively speaking, the national oil company isn't the first company that comes to mind when Thailand needs...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Company Visits: The Best of March 2018
First off, we have to admit that the companies (over 30 of them) we visited this quarter were far more interesting than the previous quarter.Note...
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