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...
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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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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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BJC: More Positive on Modern Retail Business
Yesterday analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt61 based on DCF, implying 30xPE’20E,...
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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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