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CP ALL PCL (CPALL TB)
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295
Analysis
Consumer Staples
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Thailand
CP ALL PCL operates convenience store chains in Thailand and China. The Company also owns and operates the a department store chain located primarily in Shanghai city and Chonqing city of China.
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bearish
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Thematic (Sector/Industry)
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15 Jan 2019 08:54
Political Pit Stop (January): Election Delay!
The regime announced that elections will be delayed from the seemingly 'rock solid' date of Feb 24, 2019 as there are concerns it would interfere...
Athaporn Arayasantiparb, CFA
524 Views
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bullish
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Cross Asset Strategy
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04 Jan 2019 16:41
The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
Angus Mackintosh
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570 Views
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bullish
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Thematic (Sector/Industry)
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04 Jan 2019 06:02
Thai Macro Watch: Traditional 'Weak Oil' Plays in Thailand
As the US turns into a net exporter and weaker Chinese economic outlook looms, oil prices have tanked quickly. While QE unwinding will continue to...
Athaporn Arayasantiparb, CFA
1.1k Views
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bullish
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President Chain Store
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27 Nov 2018 13:02
President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
Shilpa Krishnan
668 Views
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bullish
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BTS Group Holdings
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19 Nov 2018 07:20
Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
Athaporn Arayasantiparb, CFA
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