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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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13 Apr 2022 15:52
The Stocks to Own in Asia – Vol. 36
We highlight 14 stocks in Asia that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stock remains, and nine new join...
A. Stotz Investment Research
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340 Views
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bullish
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Berli Jucker
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08 Apr 2022 17:40
Berli Jucker (BJC IJ) - Ride the Retail and Packaging Recovery
Berli Jucker remains an interesting recovery play for Thailand and Vietnam, with the potential for more retail exposure in Vietnam in the future....
Angus Mackintosh
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446 Views
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bullish
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Cross Asset Strategy
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25 Mar 2022 07:35
ASEAN Reversal. Asia Ex-Japan Managers Raise Allocations
As concerns over China persist, Asia Ex-Japan managers are becoming more constructive on the ASEAN Region and appear amenable to increasing...
Steven Holden
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363 Views
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bullish
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Thematic (Sector/Industry)
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13 Mar 2022 22:45
ASEAN Reopening: Tourism and Transport Reboot - Part Deux
It may still need a few months or even close to a year to get everything back to the pre-COVID-19 level but the progress since the first insight...
Henry Soediarko
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268 Views
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bullish
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Cross Asset Strategy
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28 Feb 2022 12:12
The Thailand Turnaround
The long-term decline in Thailand allocations among Asia Ex-Japan funds appears to be stabilising. We analyse the shift in sentiment among investors.
Steven Holden
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189 Views
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