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CP ALL PCL (CPALL TB)
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286
Analysis
Consumer Staples
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Thailand
CP ALL PCL operates convenience store chains in Thailand and China. The Company also owns and operates the a department store chain located primarily in Shanghai city and Chonqing city of China.
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bullish
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Berli Jucker
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29 Aug 2022 21:26
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...
Angus Mackintosh
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198 Views
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bullish
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Cross Asset Strategy
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11 Jul 2022 17:03
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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287 Views
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bullish
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Thematic (Sector/Industry)
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14 Jun 2022 18:26
The Stocks to Own in Asia – Vol. 37
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Four stocks remain, and 10 stocks have...
A. Stotz Investment Research
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299 Views
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bullish
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CP FOODS
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05 May 2022 14:04
CP Food (CPF TB): Vietnamese Ops To List On HCM Exchange
As a pure valuation play, there is probably at least 10-20% upside from here. Or potentially hedge with CPALL although it's not a super-strong...
David Blennerhassett
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325 Views
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bullish
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Thematic (Sector/Industry)
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13 Apr 2022 15:52
The Stocks to Own in Asia – Vol. 36
We highlight 14 stocks in Asia that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stock remains, and nine new join...
A. Stotz Investment Research
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333 Views
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