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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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CP ALL PCL
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11 Dec 2017 14:34
CPALL (CPALL TB): More than 10,000 7-Eleven Stores in Thailand
High earnings quality, good price momentum, and earnings on an upcycle trend relative to its sector Aggressive store expansion should continue to...
A. Stotz Investment Research
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364 Views
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bearish
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Thematic (Sector/Industry)
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03 Dec 2017 07:47
Thai Strategy 2018 (Part I): Key Themes
In this three-part series, MCorpReview highlights the key themes, stock picks, and sector allocations we believe will work best for 2018, which...
Athaporn Arayasantiparb, CFA
226 Views
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bearish
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Thematic (Sector/Industry)
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02 Nov 2017 09:09
The CIO's Corner: QE Unwinding, Laggards, & Rejuvenators
In this second ever issue of The CIO's Corner, we highlight the risk to Thai equities following Yellen's decision to start QE unwinding on...
Athaporn Arayasantiparb, CFA
171 Views
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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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328 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
660 Views
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