Independent Insight Provider

Stewart Paterson

Taurus Advisors LLP

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/13889" target="_blank" data-smartkarma-citation="entities:13889:1">CP All PLc (CPALL TB)</a> has been a great investment. Over the past 10 years the share price has risen at a CAGR of 34% and given a total annualised return of 37.7% if dividends were re-invested in the stock. Have the fundamentals matched the the 1850% return the share has generated making it nearly a 20 "bagger"  from the end of 2006 in both Baht and Dollar terms.</p><table class="table table-striped"><tbody><tr><td><table class="table table-striped"><tbody>
<tr>
<td>CP ALL (USD mil)</td>
<td>2006</td>
<td>2016E</td>
<td>Cagr %</td>
</tr>
<tr>
<td>Share Price (THB)</td>
<td>3.3</td>
<td>60</td>
<td>33.6%</td>
</tr>
<tr>
<td>Share Price (USD)</td>
<td>0.086</td>
<td>1.68</td>
<td>34.6%</td>
</tr>
<tr>
<td>Market Cap (USD m Yr end)</td>
<td>770</td>
<td>15100</td>
<td>34.7%</td>
</tr>
<tr>
<td>Sales</td>
<td>2635</td>
</tr>
</tbody></table></td></tr></tbody></table>…

CP All PLc (CPALL TB) has been a great investment. Over the past 10 years the share price has risen at a CAGR of 34% and given a total annualised return of 37.7% if dividends were re-invested in the stock. Have the fundamentals matched the the 1850% return the share has generated making it nearly a 20 "bagger"  from the end of 2006 in both Baht and Dollar terms.

CP ALL (USD mil)
2006
2016E
Cagr %


Share Price (THB)
3.3
60
33.6%


Share Price (USD)
0.086
1.68
34.6%


Market Cap (USD m Yr end)
770
15100
34.7%


Sales
2635

…

Stock Specific: Just How Expensive Is CP ALL?

CP ALL PCL

Stock Specific: Just How Expensive Is CP ALL?