Airport of Thailand (AOT): 3rd Wave Is a Charm
The sell off AOT soon due to worsening conditions in the third wave of the COVID-19 outbreak.Investors should take advantage of the sell-off in...
235 Views
ECM Weekly (11th April 2021) - Tencent Block, WeDoctor, YiShengBio, Trip HK, Visional, Macrotech Dev
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
376 Views
ThaiBev BeerCo Pre-IPO - Valuation Updates and Crystallizing Growth Potential for BeerCo
On 1st April, Thai Beverage (THBEV SP) announced it had received its conditional eligibility-to-list (ETL) letter from SGX-ST for its Proposed...
545 Views
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....
337 Views
Berli Jucker (BJC TB) - Primed for Rebound
Berli Jucker is an interesting proxy for the consumer rebound in Thailand and Vietnam through its consumer packaging, retail, and other consumer...
166 Views