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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01 Mar 2020 12:11

Central Retail - Cheaper Than Its Peer Basket

Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...

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19 Feb 2020 23:44

Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics

Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...

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27 Jan 2020 12:29

The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs

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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bullishBerli Jucker
25 Jan 2020 17:44

Berli Jucker (BJC TB) - Well-Rounded Consumer Leader

An informative call with Berli Jucker (BJC TB) management underpinned a positive view on the company's prospects for 2020, not just for its Big C...

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bullishCP ALL PCL
23 Jan 2020 08:01

Thai Retail - Who Will Bite the Tesco Lotus Bullet?

Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...

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