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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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bullish
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Thematic (Sector/Industry)
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08 Oct 2018 18:59
The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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360 Views
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bullish
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Thematic (Sector/Industry)
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15 Sep 2018 20:28
Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
Athaporn Arayasantiparb, CFA
382 Views
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bullish
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Thematic (Sector/Industry)
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11 Sep 2018 10:54
Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
Athaporn Arayasantiparb, CFA
292 Views
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bullish
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Sheng Siong
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06 Sep 2018 22:19
ShengSiong: The Neighbourhood Grocer for Value-Seeking Asians
The ShengSiong (SSG SP) group enjoys a unique position amongst modern food retailers in Singapore, with proximity to densely populated mass-market...
Shilpa Krishnan
1.9k Views
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bullish
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Thematic (Sector/Industry)
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30 Aug 2018 16:52
Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
A. Stotz Investment Research
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487 Views
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