CP ALL Pcl (CPALL TB) - Omnipresent Operator
CP ALL is an omnichannel retailer and the largest weighting in MSCI Thailand and has seen pressure from foreign outflows due to political...
64 Views
Berli Jucker (BJC TB) - The Big C Factor
Berli Jucker's 1Q2023 results were driven by growth across its segments from modern retail to packaging to the consumer segment. The key near-term...
296 Views
The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for Longer, and CPALL's Ticking
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
370 Views
CP ALL PCL (CPALL TB) - A King for All Seasons
CP ALL is a top growth pick in Thailand, with EPS expected to grow by +35% and 25% for FY2023E and FY2024E, with ongoing expansion and economic...
514 Views
StubWorld: CPALL Trading "Cheap" To MAKRO
Both CPALL and MAKRO are trading a trifle rich. Yet MAKRO is structurally a different beast after the acquisition of Lotus. I'd tilt towards a set...
353 Views