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CP ALL PCL (CPALL TB)
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296
Analysis
Consumer Staples
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Thailand
CP ALL PCL operates convenience store chains in Thailand and China. The Company also owns and operates the a department store chain located primarily in Shanghai city and Chonqing city of China.
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bullish
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Grab Holdings
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17 Nov 2021 07:48
Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
Angus Mackintosh
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330 Views
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bullish
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Cp Pokphand
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28 Sep 2021 18:08
C.P. Pokphand (43 HK): Suspended Pursuant To Takeovers Code
I think you could simply use the unaffected price of HK$0.96 and multiply it by the 30% premium widely seen in M&A transactions around the region...
David Blennerhassett
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367 Views
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bullish
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Cross Asset Strategy
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27 Sep 2021 17:49
The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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304 Views
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bullish
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Cross Asset Strategy
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14 Sep 2021 04:33
Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
Steven Holden
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170 Views
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bullish
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Berli Jucker
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26 Aug 2021 11:02
Berli Jucker (BJC TB) - Bright Lights at the End of the Tunnel
Berli Jucker's retail business under Big C continues to see pressure from COVID-19 issues but improvements are underway and it is expanding again,...
Angus Mackintosh
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183 Views
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