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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BJC: More Positive on Modern Retail Business
Yesterday analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt61 based on DCF, implying 30xPE’20E,...
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Central Retail - Cheaper Than Its Peer Basket
Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...
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