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Charoen Pokphand Foods (CPF-R TB)
Watchlist
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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bullish
•
Thematic (Sector/Industry)
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19 Feb 2018 12:34
The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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243 Views
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bullish
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Thematic (Sector/Industry)
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13 Feb 2018 09:30
Five Strategies Favored by Thai Conglomerates and Tycoons
We identified five strategies generally favored by conglomerates and the tycoons who control them, namely diversification, vertical integration,...
Athaporn Arayasantiparb, CFA
222 Views
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bullish
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True Corp Pcl
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26 Jan 2018 05:15
Reality Check 2018: Is True Worth a Bet After the Asset Sales?
True Corp has finally cut the Gordian knot with the asset sales to its infrastructure fund that will nett Bt30bn in profits over time, but analysts...
Athaporn Arayasantiparb, CFA
161 Views
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bearish
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Pepsico Inc
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13 Aug 2017 16:03
The Next Victim of the KFC Deal Could Be...Pepsi!
Pepsi Rock(ed). Yeah, life used to be pretty good if you were running Pepsi in Thailand. Not only was this one of the few markets apart from India...
Athaporn Arayasantiparb, CFA
357 Views
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bearish
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Thematic (Sector/Industry)
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07 Aug 2017 05:10
Somchai's Acquittal, a New Twist in Thai Politics
The Gripe. In general, we consider the Army dudes to be allies of the yellow shirt faction of both stripes: The Democrats who fight in Parliament...
Athaporn Arayasantiparb, CFA
172 Views
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