Thai Bev (THBEV SP): Exits Property, Boosts F&N Stake. Deal Valuation Seem Excessive
Proposed share swap deal with promoter company based on negotiated values not market prices. Acquisition value for F&N seem excessive and...
377 Views
SIA Engineering resumes buybacks after reporting H1 FY2025 results
Over the five trading sessions from Nov 1 to 7, institutions were net sellers of Singapore stocks, resulting in a net institutional outflow of...
152 Views
Charoen Rearranges ThaiBev and TCC's Deckchairs
I can see the Sirivadhanabhakdi family taking out F&N down the road. Buy on any significant dips from here if illiquid value names are your bent.
336 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
289 Views
Thai Beverage (THBEV SP) - Increasingly Streamlined SEA F&B Play
Thai Bev deserves to trade on a higher multiple given its pure-play status and a succession of recent restructurings including Serm Suk, Oishi...
375 Views