StubWorld: ThaiBev’s BeerCo Spin-Off One Step Closer
I see perhaps 12% upside from here if assuming a 25% discount to NAV. Given its growth potential, investors may switch out of ThaiBev into BeerCo....
348 Views
STI Currently Leading World Benchmarks for March
With three sessions remaining for the March 2021 Quarter, the STI has generated an 11.1% price gain, outpacing all the major world benchmarks,...
623 Views
Singapore Mid-Caps Edge Ahead of Regional Peers in YTD
Singapore’s current crop of 63 Mid-Cap stocks, with a market value between S$1 billion and S$5 billion, have averaged a 12% total return (6%...
594 Views
Will Investors Find Shangri-La in Kunlun?
Kunlun Energy is the wrong price. Investors have not yet digested the event. They should take a closer look. There is potentially a LOT of upside...
934 Views
StubWorld: Double Stub Via ThaiBev's BeerCo IPO
I estimate minimal upside for ThaiBev here if assuming a 25% discount to NAV. ThaiBev is trading at 16.5x trailing EV/EBITDA, but its forward EV...
408 Views