ENTITY
Berli Jucker

Berli Jucker (BJC TB)

220
Analysis
IndustrialsThailand
Berli Jucker PCL is a large Thai conglomerate whose business spans various industries. The Company's operations include the distribution and manufacturing of its own products plus contract distribution and manufacturing for other firms. BJC's core lines of business are packaging, consumer, healthcare, technical and other businesses.
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bullishCP ALL PCL
15 Mar 2020 08:09

Last Week: CP All, SOHO China, Maeda Road, DP World, Unizo, Wheelock, Leyou

Last Week in Event SPACE ... The fact that CP All PCL (CPALL TB) won the bidding did not come as a complete surprise. The "loser" in this...

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bullishCP ALL PCL
12 Mar 2020 15:52

Thai Retail - Life After the Tesco Lotus Sale?

The final result of the sale by Tesco PLC (TSCO LN) of its Thai and Malaysian assets was no disappointment, despite the backdrop of a potential...

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bearishCP ALL PCL
10 Mar 2020 13:46

Reality Check 2020: Did CP All Really 'Win' the Tesco Deal?

CP Group defeated rivals TCC Group and Central Retail in an epic war to buy Tesco's assets in Thailand and Malaysia for US$10.6bn, one of the...

10 Mar 2020 09:45

The Week That Was in ASEAN@Smartkarma - CPALL & Tesco, Indonesian Media, and Singapore Banks

This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...

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bearishCP ALL PCL
10 Mar 2020 08:04

Is CPALL's Win a Bigger Win for Berli Jucker?

Yesterday, Charoen Pokphand (CP) Group announced its Board of Directors had approved a deal for its subsidiaries to buy 86.9% of Tesco PLC (TSCO...

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