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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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Thematic (Sector/Industry)
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30 Aug 2020 01:22
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
Bondcritic
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764 Views
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bullish
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Cross Asset Strategy
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17 Aug 2020 13:00
The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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295 Views
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bullish
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Cross Asset Strategy
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10 Aug 2020 12:55
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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293 Views
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bullish
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CP ALL PCL
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03 Aug 2020 03:33
Reality Check XXV: How Much Upside Is Cambodia Worth to CP All?
CP All recently secured rights to expand into Cambodia. In this Reality Check, we dig a little deeper into what it is potentially worth to the...
Athaporn Arayasantiparb, CFA
253 Views
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bullish
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Central Retail Corp Ltd
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30 Jul 2020 08:54
Central Retail (CRC TB) - Buy for Looming Recovery
Central Retail (CRC TB) has been probably been the most impacted retail player in Thailand from COVID-19, given its heavy exposure to department...
Angus Mackintosh
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332 Views
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