CPALL : Positive Catalyst from Tourism Recovery
Maintain BUY recommendation with a target price of Bt72. Key growth driver for CPALL in 4Q22 and 2023 should be 1) an increase in number of...
337 Views
CPALL : Impressive 3Q22 Earnings Driven by Healthy Margin
Maintain BUY recommendation with a target price of Bt72.00. The company’s 3Q22 net profit came in at Bt3.68bn (+146%YoY, +22%QoQ), 12% above BB...
296 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware SSSG Turns Up, United Tractors, and CPALL
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
249 Views
CP All: All Good but Need More Visitors
CPALL share price performance this year has not been correlated to the business performance that has performed better than last year as it benefits...
275 Views
Berli Jucker (BJC TB) - Well-Packaged Recovery Proxy
Berli Jucker remains a top proxy for the recovery in domestic consumption in both Thailand and Vietnam through its packaging plus for the retail...
216 Views