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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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08 Jul 2018 15:53
A Primer on Thai Franchising: Structure, Roles, & Pitfalls
Twelve Things to Look at in Thai Franchising. In this review, we will refer to CP All several times due to the information available about their...
Athaporn Arayasantiparb, CFA
369 Views
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bullish
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Thematic (Sector/Industry)
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03 Jul 2018 08:03
Silicon Stories J: The Invasion of Chinese Internet (Battle Time!)
The mainland Chinese phone makers arrived in Thailand long before their Internet peers, but they were met with limited success. After Samsung and...
Athaporn Arayasantiparb, CFA
238 Views
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bullish
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Thematic (Sector/Industry)
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19 Jun 2018 06:01
Sathorn Series G: SCB on Bonds
We attended a series of lectures by an SCB executive Danai Aroonkittichai recently, and while we're not bond gurus ourselves, it's interesting to...
Athaporn Arayasantiparb, CFA
102 Views
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bullish
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CP ALL PCL
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11 Jun 2018 11:55
CPALL (CPALL TB): Aggressive Store Expansion to Drive Growth
High earnings quality, relatively strong analyst recommendation, and low downside risk relative to its sector Aggressive store expansion should...
A. Stotz Investment Research
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267 Views
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bullish
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Thematic (Sector/Industry)
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04 Jun 2018 17:36
The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
Angus Mackintosh
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113 Views
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