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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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06 May 2019 14:58
The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This 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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431 Views
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bullish
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Cross Asset Strategy
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29 Apr 2019 18:09
The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This 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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472 Views
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bullish
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BreadTalk
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22 Apr 2019 16:03
AGM Breadtalk: "8% NPM Target by FY20 Is a Must"; Din Tai Fung in London Showing "Very Strong Sales"
To me, the most important takeaway from the AGM is that the 8% net profit margin by FY20 was strongly reiterated by both CEO and Chairman. "Skate...
Nicolas Van Broekhoven
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991 Views
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bearish
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Bangkok Dusit Medical Services
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26 Jan 2019 08:04
Snippets #18: Naughty CEOs, Southern Crusades
In this review, we highlight five new unrelated developments that might impact the Thai stock market if you happen to hold the affected...
Athaporn Arayasantiparb, CFA
476 Views
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bearish
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MSCI Emerging Markets Index
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25 Jan 2019 10:41
Global Ex-U.S. Equity Strategy: MSCI EM in Early Stages of Bottoming
Our overall global outlook remains cautious and continued downward pressure on global equities remains our expectation. One bright spot is EM (more...
Vermilion Research
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532 Views
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