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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Major Cineplex : Core FCF Yield of 8.5% , Deleveraging and Dividend Payout Increase on the Cards ?
Major Cineplex Group (MAJOR TB) is quickly becoming a stock that dividend junkies could start to look at more closely. 1) With an 8.5% FCF yield (...
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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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MAJOR (MAJOR TB): Continued Expansion of Cinema Screens
Low price volatility vs. the market and low correlation with Western stock markets relative to its sector MAJOR plans to open 35 more cinema...
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Thai Media Spotlight: A Softer Q3'17
Q3 is traditionally a soft earnings period for Thai media companies. For cinema operators like Major and SF, the rainy season actually means that...
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