ENTITY
Charoen Pokphand Foods

Charoen Pokphand Foods (CPF-R TB)

10
Analysis
Consumer StaplesThailand
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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16 Jan 2017 11:28

Snippets#2: Most Profitable Bank's Best Year

Record profit for SCB. SCB likes to advertise itself as Thailand's first bank. Actually, it's not. That honor goes to HSBC, but at a century old,...

bullishCP FOODS
07 Jan 2017 20:02

Snippets#1: Chickens Invade Poland!!

Introducing Snippets.Snippets is a new product from MCorp Review with no expiry date. The idea is to update you on 3-5 events per snippet, when...

04 Jan 2017 17:38

2016 – a Solid Year for STI Consumer Stocks

In 2016, Singapore’s Consumer Staples Sector surged 25.8% on a capitalisation-weighted total return basis. There was a degree of consistency in...

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18 Dec 2016 22:53

Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?

The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...

bearishMacroeconomics
19 Nov 2016 14:50

Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.

The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...

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