Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Equity Bottom-Up

<p><strong>Regional Restaurants. </strong>Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than Subway by sales), and KFC, which is really big in Malaysia yo, but like every rule, there is an exception, or like Burger King likes to put it, "Sometimes, you gotta break the rules." For example, local burger chain Jollibee beat the two American fast-food superpowers in the Philippines. A decade ago, Colonel Sanders still reigned in Thailand. His…</p>

Regional Restaurants. Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than Subway by sales), and KFC, which is really big in Malaysia yo, but like every rule, there is an exception, or like Burger King likes to put it, "Sometimes, you gotta break the rules." For example, local burger chain Jollibee beat the two American fast-food superpowers in the Philippines. A decade ago, Colonel Sanders still reigned in Thailand. His…

The Little League (Ep. 4): Tales from the Kitchen

Thailand

SE-Education Public Company Limited publishes magazines, text books, and educational materials mostly related to computers, electronics and engineering. The Company sells its books and magazines through its own network of SE-ED book stores nationwide.

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SE-Education Public Co Ltd (SEED TB)

The Little League (Ep. 4): Tales from the Kitchen

Regional Restaurants. Across ASEAN, we see the power of McDonald's, which is the biggest chain in Singapore, Indonesia, and the world (bigger than...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)