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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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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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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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285 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
363 Views
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bullish
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Thematic (Sector/Industry)
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09 May 2017 21:34
The Thaksin Empire Strikes Back (Part I)
Increasingly, it seems the pro-Thaksin faction may eventually come back to power after the 2018 elections (likely timeline), as local press detect...
Athaporn Arayasantiparb, CFA
177 Views
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bullish
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Thematic (Sector/Industry)
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08 May 2017 20:57
A Cup of Joe: Stocks with Lotta Caffeine
A few centuries ago, coffee would have been an entirely alien concept in this country. These days, drinking coffee is as habitual as brushing your...
Athaporn Arayasantiparb, CFA
276 Views
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