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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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20 Jul 2020 13:16
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
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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344 Views
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bullish
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CP ALL PCL
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16 Jul 2020 17:44
CPALL and TQM Ace the Pandemic Period
We visited two companies that weathered the pandemic fairly well compared to the rest of the market, namely CPALL, the largest retailers in...
Athaporn Arayasantiparb, CFA
417 Views
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bullish
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FamilyMart Co Ltd
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09 Jul 2020 02:53
FamilyMart Tender Offer - Winnie and HunnyPot Redux
Today (Weds 8 July 2020) after the close, but before FamilyMart Co Ltd (8028 JP) released its earnings, the Nikkei reported that 50.1% owner Itochu...
Travis Lundy
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1.1k Views
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bullish
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Cross Asset Strategy
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29 Jun 2020 13:22
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
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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289 Views
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bullish
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Berli Jucker
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26 Jun 2020 15:51
Berli Jucker (BJC TB) - Calm After the Storm
Leading Thai consumer company Berli Jucker (BJC TB) had a reasonable start to the year but COVID-19 has taken its toll in 2Q2020, with lockdown...
Angus Mackintosh
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341 Views
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