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CP FOODS (CPF TB)
Watchlist
144
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
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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
157 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
352 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
167 Views
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bearish
•
Thematic (Sector/Industry)
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04 Jul 2017 23:33
Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
Athaporn Arayasantiparb, CFA
139 Views
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bullish
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Thematic (Sector/Industry)
•
05 May 2017 12:14
Thai Market Strategy: Fed, France, & Trump
In this review, we look at the three titled global developments and work out the best near term (one to two month) and medium term (H2'17) course...
Athaporn Arayasantiparb, CFA
156 Views
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