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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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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
213 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
200 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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206 Views
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bullish
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Thematic (Sector/Industry)
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02 Jul 2017 22:37
The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
Angus Mackintosh
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279 Views
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bearish
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BEC World Public
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30 Jun 2017 10:38
Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
Athaporn Arayasantiparb, CFA
354 Views
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