Berli Jucker (BJC TB) - Calm After the Storm
Leading Thai consumer company Berli Jucker (BJC TB) had a reasonable start to the year but COVID-19 has taken its toll in 2Q2020, with lockdown...
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Tesco/CP Group: Is Thai Asset Sale at Risk of a Deal Break?
Despite the announcement of a 5bn GBP special dividend and a favourable macro environment for grocery, Tesco PLC (TSCO LN) shares have been...
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Neutral View on Tesco Deal, Positive in Medium Term
We have a neutral view on CPF's deal to acquire Tesco. We assume the acquisition to have a net impact on our 2021E core profit forecast for CPF of...
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To Acquire Tesco in Thailand and Malaysia
The deal to acquire Tesco seems to be better than expected due to the joint investment with the CP Group, which means no capital increase will be...
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CP Group Company Buybacks
Yesterday, CP All PCL (CPALL TB) and CP FOODS (CPF TB) announced share buyback programs that would run from 1 April to 30 September.CP All PCL...
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