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CP ALL PCL (CPALL TB)
Watchlist
304
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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21 Jul 2018 08:22
Three Levels of Innovation in Thai Business
In Game Changer, P&G CEO AG Lafley claims that innovation is the only way companies succeed, though he defines innovation broadly and even...
Athaporn Arayasantiparb, CFA
454 Views
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bullish
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DFI Retail Group Holdings
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11 Jul 2018 13:55
Dairy Farm International Holdings: Anticipation of a Margin Turnaround Reflects in the Stock Rally
A pioneer of modern retail in Asia. A play on consumption and consumer confidence across Asian markets. A stellar acquisition-led growth record....
Shilpa Krishnan
875 Views
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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
374 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
251 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
111 Views
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