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CP FOODS (CPF TB)
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156
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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CP FOODS
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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...
Athaporn Arayasantiparb, CFA
248 Views
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bullish
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Thematic (Sector/Industry)
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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...
Singapore Exchange Ltd (SGX)
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2k Views
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bearish
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Thematic (Sector/Industry)
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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...
Athaporn Arayasantiparb, CFA
696 Views
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bearish
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Macroeconomics
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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...
Stewart Paterson
383 Views
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bullish
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Thematic (Sector/Industry)
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14 Nov 2016 21:49
5 Stock Picks for Santa Trump
In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...
Athaporn Arayasantiparb, CFA
1.6k Views
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