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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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Berli Jucker
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25 Dec 2020 11:57
Berli Jucker (BJC TB) - Consumer Kingpin on the Cusp of Recovery
Berli Jucker (BJC TB) remains an interesting proxy for domestic consumer recovery in SE Asia through its consumer packaging business, and more...
Angus Mackintosh
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518 Views
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bullish
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CP FOODS
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22 Dec 2020 09:48
Thai Food Titans: CPF and Thai Union
We met up with two of Thailand's largest food companies, namely CP Foods and Thai Union. These 'foodsters' delivered growth between 36-50% on the...
Athaporn Arayasantiparb, CFA
405 Views
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bullish
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Cross Asset Strategy
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14 Dec 2020 21:40
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
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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182 Views
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bullish
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PTT Oil & Retail Business
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10 Dec 2020 18:33
PTT Oil and Retail (PTTOR) IPO Initiation: Octane Ratings
PTTOR has kicked off pre-marketing for a IPO to raise around $2 billion, according to press reports. Overall, as a market-leading business, PTTOR...
Arun George
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579 Views
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bearish
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Sheng Siong
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16 Nov 2020 22:19
Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
Henry Soediarko
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316 Views
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