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CP ALL PCL (CPALL TB)
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304
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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30 Oct 2017 06:49
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
Angus Mackintosh
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338 Views
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bearish
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7-Eleven Malaysia
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27 Oct 2017 10:08
7-Eleven Malaysia: In a Soft Patch While Recovery Story Discounted
SSSG of 7 Eleven Malaysia Holdings Bhd (SEM MK) was a negative 2% YoY in 1H17, indicating soft retail environment in the country. Other...
Johannes Salim, CFA
663 Views
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bearish
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Thematic (Sector/Industry)
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11 Sep 2017 08:18
A Tale of Two Retailers: Homepro Vs. Platinum
The government figures (NESDB) may be showing domestic consumption growth of 3% and raising Thailand’s economic forecast all the way to 3.7%. The...
Athaporn Arayasantiparb, CFA
228 Views
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bearish
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Thematic (Sector/Industry)
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05 Aug 2017 15:34
Money Matters: ASEAN Retail and the Great Disruption.
As Amazon and other non-traditional retailers increase their presence in ASEAN the potential for profit erosion and capital destruction at the...
Stewart Paterson
204 Views
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bearish
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BGF Co Ltd
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01 Aug 2017 17:16
Korean CVS Companies' Forays into Iran and Vietnam Signal Intensified Competition Domestically
Faced with the market saturation of the convenience store market in Korea, Gs Retail Co Ltd (007070 KS) and Bgf Retail Co Ltd (027410 KS) announced...
Douglas Kim
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217 Views
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