Berli Jucker (BJC TB) - Stock-Up for Canned Recovery?
Berli Jucker is an interesting proxy to the consumer recovery in Thailand and South-East Asia, through its packaging, retail, and consumer supply...
207 Views
CRC: 1Q21 Earnings Was Pressured by New Wave of COVID-19 Outbreak
CRC reported 1Q21 net profit of Bt401m (-46%YoY, -62%QoQ) mainly eroded by outbreak of COVID-19 in several countries. The 3M21 result was lower...
157 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
209 Views
CRC: Expect 1Q21 to Grow QoQ and YoY
We expect CRC to report 1Q21 net profit at Bt1.1bn(+49%YoY, +5%QoQ) driven by SSSG slightly improved and gross profit margin increased.
343 Views
Berli Jucker (BJC TB) - Primed for Rebound
Berli Jucker is an interesting proxy for the consumer rebound in Thailand and Vietnam through its consumer packaging, retail, and other consumer...
175 Views