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CP ALL PCL (CPALL TB)
Watchlist
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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bearish
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Macroeconomics
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19 Nov 2016 14:50
Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
Stewart Paterson
377 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2016 13:18
Silk Roads Part 2: Big (Emerging Market) OBOR Investors
In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...
Naomi Fink
207 Views
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bullish
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Thematic (Sector/Industry)
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14 Nov 2016 21:49
5 Stock Picks for Santa Trump
In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...
Athaporn Arayasantiparb, CFA
1.6k Views
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bullish
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Thematic (Sector/Industry)
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11 Nov 2016 23:46
Dawn of the Trump Era: Loy Kratong & Thematic Small Caps
In this review, we examine various factors that could affect Thai equities markets in the short to medium term post the US elections. Our thoughts...
Athaporn Arayasantiparb, CFA
197 Views
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bullish
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CP ALL PCL
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26 Oct 2016 14:31
November & Beyond (Part 2): Party Time for the Deal Makers
In this review, we explore existing major deals of 2016 and potential deals in the future as well as highlight the nation-shocking scandal around...
Athaporn Arayasantiparb, CFA
212 Views
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