Last Week in Event SPACE - BGF, Yakult, Celltrion, Linde, CPALL
Last week, BGF Co Ltd (027410 KS) is a short, if you can source borrow; a positive tilt on the Danone sale in Yakult Honsha Co Ltd (2267 JP), yet...
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StubWorld - Set-Up & Unwind Extremes: CPF/CPALL
This week: despite a multi-year low against CP All PCL (CPALL TB), it is challenging to dragoon a set-up for Charoen Pokphand Foods Pub (CPF...
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Too Early to Bottom Feed as Chickens Fly into More Headwinds
Earnings weaknesses likely prolongedA drawback in the domestic chicken price combined with a sharp rise in soy-meal and corn feedstock prices led...
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The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Five Strategies Favored by Thai Conglomerates and Tycoons
We identified five strategies generally favored by conglomerates and the tycoons who control them, namely diversification, vertical integration,...
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