ENTITY
Berli Jucker

Berli Jucker (BJC TB)

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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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bearishBerli Jucker
27 Aug 2018 23:08

Berli Jucker: Strong Tissue Sales Offset Retail Pains

While we do not own shares of BJC, we have always taken a keen interest in them since they acquired Big C, the country's second largest hypermarket...

24 Jul 2018 13:36

Four Case Studies in Innovation 'Failures'

AG Lafley's Game Changer is both a roadmap and a cautionary tale. Many companies, such as P&G itself, Apple, Microsoft, and McDonald's, have...

04 Jun 2018 17:36

The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms

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

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bullishBerli Jucker
29 May 2018 09:32

Potato Chips and Property Dudes

Berli Jucker, consumer product conglomerate within Charoen's empire ( TCC Group: The Man With the Iron Wallet) and holding company of Big C, posted...

04 May 2018 10:27

World Cup & Thai-Coons

The World Cup in Russia approaches. Most "Thai-Coons" will probably be too busy to watch it, but that doesn't mean they won't be celebrating all...

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