Reality Check 2020: Did CP All Really 'Win' the Tesco Deal?
CP Group defeated rivals TCC Group and Central Retail in an epic war to buy Tesco's assets in Thailand and Malaysia for US$10.6bn, one of the...
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The Week That Was in ASEAN@Smartkarma - CPALL & Tesco, Indonesian Media, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Is CPALL's Win a Bigger Win for Berli Jucker?
Yesterday, Charoen Pokphand (CP) Group announced its Board of Directors had approved a deal for its subsidiaries to buy 86.9% of Tesco PLC (TSCO...
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Tesco Sells Thailand to CP All: Will Anti-Trust Approve?
Tesco PLC (TSCO LN) Retiring CEO Dave Lewis has put the finishing touches on a Carrefour 2012 style turnaround by retrenching and selling Tesco's...
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Political Pit Stop (March 2020): Dueling Democrats, Fall of Future Forward
We look at five recent political events/developments that could potentially impact Thai equities, namely: America's Democrat race. Biden...
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