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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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Cross Asset Strategy
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15 Nov 2020 16:29
Catalyst Calendar for Thai Equities 2021
Many catalysts will pop up in late 2020 and the year 2021, which will likely test Thailand in terms of consumer sentiments, politics, and tourism...
Athaporn Arayasantiparb, CFA
199 Views
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bullish
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Berli Jucker
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13 Nov 2020 20:30
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Broker
BJC: Expect SSSG to Bottom Out in 4Q20
We maintain our positive outlook in 2021 earnings driven by improvement of SSSG by 3%YoY in 2021E , recovery in rental income and cost saving from...
Pi Securities PCL, Thailand
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326 Views
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bullish
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Thai Beverage
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11 Nov 2020 07:21
Thai Beverage (Thbev): Brewing for Reopening
Thai Beverage is uniquely positioned as a Thai company listed in Singapore with an exposure to the reopening of tourism in Thailand.
Henry Soediarko
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354 Views
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bullish
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Thematic (Sector/Industry)
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10 Nov 2020 00:24
Pfizer Vaccine: Winners and Losers
Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine.
Henry Soediarko
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281 Views
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bearish
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Ql Resources
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28 Oct 2020 07:44
QL Resources (QL): Take Profit?
Assuming all 300 stores are opened and profitable, the company's forward PER is around 25-45x; higher than the regional peers' average valuation...
Henry Soediarko
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222 Views
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