Roann Partners
Long/short equity, medium-term horizon, long-term horizon

Berli Jucker: Business Transformation Post Acquisition Of Big C

Description Listed on the Thai Stock Exchange and also traded over the US OTC markets via ADRs (OTCPK:BLJZY), Berli Jucker (BJC) is a leading integrated Thai retailer with operating presence across various countries in Southeast Asia. The company is the flagship retail and distribution channel of the TCC Group, one of the largest conglomerates in Thailand, with presence across various industries including food and beverage, industrial and trading, financial services, real estate as well as agriculture. Post acquisition of Big C in May '16, BJC has transitioned from a supply chain and distribution company to an integrated retail platform in Southeast Asia. As per BJC's March '17 presentation, the firm operates four business units: Packaging Supply Chain (PSC): ...
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