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Thai Beverage (THBEV SP)
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308
Analysis
Consumer Staples
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Singapore
Thai Beverage Public Company Limited produces a wide range of branded beer and spirits in Thailand.
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bullish
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Thai Beverage
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15 Feb 2024 10:27
Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming Catalyst
Thai Bev has outperformed Bud APAC and CR Beer over the last 5 months. There could be an index inclusion in the next month and that could help the...
Brian Freitas
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1.1k Views
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bullish
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Thai Beverage
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11 Oct 2021 23:55
Thai Bev (THBEV SP): Neither Recovery nor BeerCo IPO Is Priced In. SOTP Suggests Upside.
SOTP based valuation analysis suggests room for near-term upside even at conservative valuation multiples assuming the worst of COVID is past us.
Devi Subhakesan
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410 Views
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bullish
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Honda Motor
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07 Jul 2024 07:00
Last Week in Event SPACE: Barito Renewables, Honda, Raffles Medical, Daidoh, Hanwha Corp
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
David Blennerhassett
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256 Views
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bullish
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L'Occitane
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06 Jul 2024 15:00
(Mostly) Asia-Pac M&A: Sermsuk, L'Occitane, Shinko Electric, MMA Offshore, Hollysys
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
David Blennerhassett
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337 Views
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bearish
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Affirm Holdings
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31 Jul 2021 23:58
ESG and BNPL: Whether It's "Buy Now, Pay Later" Or "Buy, Not Pay Later" Makes All the Difference
This delves into a few specific ESG issues highly material to BNPL companies. It is intended as a complement to Jason Yaps excellent comprehensive...
Kyle Rudden
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478 Views
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