สรุปมุมมองโบรกฯ`ใครได้-ใครเสีย` หลังปรับโครงสร้างธุรกิจค้าปลีกกลุ่ม CP

efinAI

โบรกฯประเมินการประกาศปรับโครงสร้างธุรกิจค้าปลีกในกลุ่มซีพี หวังส่ง MAKRO ขึ้นแท่นผู้นำค้าปลีก-ค้าส่ง รายใหญ่ของประเทศ ปลดล็อคสภาพคล่อง CPALL นำเงินขยายธุรกิจได้อีกมาก ฝ่ายวิจัยบริษัทหลักทรัพย์เอเซียพลัส (ASPS) เผยผ่านบทวิเคราะห์ว่า กลุ่ม CP ประกาศปรับโครงสร้างธุรกิจค้าปลีกในเครือ นำ Lotus’s มาอยู่ภายใต้ MAKRO จากเดิม Lotus’s จะถูกถือหุ้นทางอ้อมผ่านบริษัท CPRH (CPALL 40%, CPG 40% และ CPF 20%) ดังรูปล่างซ้าย โดยในส่วนของแหล่งเงินทุน MAKRO จะมาจากการออกหุ้นเพิ่มทุน

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