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Charoen Pokphand Foods (CPF-R TB)
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10
Analysis
Consumer Staples
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Thailand
Charoen Pokphand Foods Public Company Limited produces a wide range of food products. The Company's products include chicken, pork, shrimp, fish, eggs. and duck.
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bearish
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Shandong Fengxiang
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15 Jul 2020 11:26
Shandong Fengxiang IPO Trading - Lack of Over-Allocation Won't Help Post Deal Performance
Shandong Fengxiang (9977 HK) (SF), the second-largest fully integrated white-feathered broiler producer in the PRC, raised US$150m in its Hong Kong...
Sumeet Singh
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545 Views
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bearish
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Shandong Fengxiang
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30 Jun 2020 12:22
Shandong Fengxiang IPO - Looks Cheap but Is at Peak Margins
Shandong Fengxiang (9977 HK) Shandong Fengxian (SF), the second-largest fully integrated white-feathered broiler producer in the PRC, is looking...
Sumeet Singh
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358 Views
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bearish
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Cross Asset Strategy
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01 Jun 2020 07:08
Political Pit Stop (June'20): Corona Silver Lining, Rise of Biden?
In this review, we highlight five political or election-related developments that may indirectly impact Thai equities: Biden will now be...
Athaporn Arayasantiparb, CFA
280 Views
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bullish
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Cross Asset Strategy
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25 May 2020 11:44
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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283 Views
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bullish
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Macroeconomics
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19 May 2020 01:32
Thailand: Recession Will Be Severe, but Less so than the IMF/ADB Are Forecasting
Both the IMF and ADB expect Thailand to be the worst-performing economy in Asia in 2020, respectively forecasting real GDP to decline 6.7% and 4.8%...
Prasenjit K. Basu
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145 Views
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