CP All PLC (CPALL) 2022-23

Tags: MAKRO, CPALL
12/12/2023 Company update: "Risk/reward more attractive" – Outperform (TP Bt74)
13/11/2023 Earnings brief: "3Q23: Beat on FX gain; core profit in line"  Outperform (TP Bt74)
24/10/2023 High conviction: "Concern over acquisition overdon" – Outperform (TP Bt78)
11/09/2023 Company update: "Outstanding growth to continue" – Outperform (TP Bt78)
11/08/2023 High conviction: "2Q23: Beat estimates on CVS margin" Outperform (TP Bt78) 
10/07/2023 High conviction: "The sector’s best 2Q23F growth YoY" – Outperform (TP Bt78) 
11/05/2023 Earnings brief: "1Q23: Beat on FX gain; core profit in line" Outperform (TP Bt78)
17/04/2023 Company update: "Preview 1Q23F: Improvement YoY and QoQ" – Outperform (TP Bt78) 
28/03/2023 Company update"Positive catalysts ahead" – Outperform (TP Bt78) 
24/02/2023 Earnings brief: "4Q22: Below estimates on margin, SG&A" – Outperform (TP Bt78)
02/02/2023 Company update: "Preview 4Q22: Earnings to improve YoY" – Outperform (TP Bt78)
16/12/2022 Company update: "Sector’s best YoY SSS growth in 4Q22TD" – Outperform (TP Bt78) 
14/11/2022 Earnings brief: "3Q22: Above estimates on better margin" – Outperform (TP Bt78)
25/10/2022 Company update: "Preview 3Q22: Better growth YoY" - Outperform (TP Bt72)
11/08/2022 Earnings brief: "2Q22: Below estimates" – Outperform (TP Bt72)
11/07/2022 Company update: "Solid 2Q22F growth YoY" – Outperform (TP Bt77)
31/05/2022 Company update: "2022 to be a year of revival" – Outperform (TP Bt77)
12/05/2022 Earnings brief: "1Q22: Beat estimates on CVS operations" – Outperform (TP Bt7 7 )
18/04/2022 Company update: "Revived 1Q22F core earnings" – Outperform (TP Bt74)
25/02/2022 Earnings brief: "4Q21: Core profit in line with estimates" – Outperform (TP Bt70)
25/01/2022 Company update: "Earnings have bottomed" – Outperform (TP Bt70)