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
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
Last Week in Event SPACE: Gulf Energy/Intouch, CK Infra, Zhongsheng, Thai Beverage, Fraser & Neave
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
385 Views