CP ALL Plc. (CPALL): 3Q25 CVS GPM Beat Expectations – Buy (2026 Fair Value Bt54.00)
3Q25 NP was Bt6.6bn, beating expectations by 7%, driven by a Bt136mn FX gain.Valuation metrics supports a Buy view, as LT growth is above average...
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CP ALL Plc. (CPALL): 3Q25E Core Profit Up YoY, Down QoQ...
3Q25E profit from the convenience store (CVS) business is expected to have increased YoY but declined QoQ, driven by lower SSSG and higher GPM YoY...
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CP ALL (CPALL TB) - Stimulus Beneficiary
CP ALL is expected to benefit from the government’s copayment stimulus program, set to launch in October, directly through Makro, which supplies...
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Thailand Short Interest Weekly (Dec 5th): Intouch, Gulf Energy Development, PTT, Bangkok Dusit
We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch (INTUCH TB), Gulf Energy Development...
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CP ALL Plc. (CPALL): 2Q25 Core Profit Grew 14% YoY but Declined 7% QoQ...
The 3Q outlook is the low season for the CVS business, during which the company typically runs sales promotions to stimulate demand.
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