Tesco to Offload Its Thai & Malaysia Business: Generous Valuation but Value Is in the UK Business
Tesco Plc, the UK’s biggest supermarket chain announced in December 2019 that they are considering the sale of its operations in Thailand and...
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The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
384 Views
Berli Jucker (BJC TB) - Well-Rounded Consumer Leader
An informative call with Berli Jucker (BJC TB) management underpinned a positive view on the company's prospects for 2020, not just for its Big C...
394 Views
Thai Retail - Who Will Bite the Tesco Lotus Bullet?
Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...
583 Views
Smartkarma Originals
Thailand: A Two-Player Retail Market? - CPALL and Berli Jucker
In this next part of a Smartkarma Originals Series on ASEAN Retail, we look at Thailand and specifically two companies including CP All PCL (CPALL...
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