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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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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Tesco Sells Thailand to CP All: Will Anti-Trust Approve?
Tesco PLC (TSCO LN) Retiring CEO Dave Lewis has put the finishing touches on a Carrefour 2012 style turnaround by retrenching and selling Tesco's...
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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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