Daily BriefsThailand

Daily Brief Thailand: Berli Jucker and more

In today’s briefing:

  • Berli Jucker (BJC TB) – The Big C Factor

Berli Jucker (BJC TB) – The Big C Factor

By Angus Mackintosh

  • Berli Jucker‘s 1Q2023 results were driven by growth across its segments from modern retail to packaging to the consumer, and healthcare & Technical, with margin improvements at the same time. 
  • The key near-term catalyst for Berli Jucker will be the IPO of Big C Retail, which will provide a separate market valuation for its retail assets. 
  • Berli Jucker is a beneficiary of the resurgence of tourism in Thailand through both its retail and packaging businesses plus it benefits from lower commodity prices across its other divisions. 

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