Thai M&A (Part 1): Five Biggest Deals in Thai History
This May is officially M&A month for MCorp Review, as we start off with the 5 largest deals in Thai corporate history. The retail sector and...
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BJC: More Positive on Modern Retail Business
Yesterday analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt61 based on DCF, implying 30xPE’20E,...
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Central Retail - Cheaper Than Its Peer Basket
Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...
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Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics
Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...
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Central Retail IPO: Trading Debut, Valuation Scenario Analysis
Central Retail (CRC TB), the retail arm of Central Group, is the leading multi-format, multi-category retailing platform in Thailand, Italy and...
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