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...
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Manufacturing Stocks Extend Gains in 1Q21
The SIPMM PMI rose 0.3 points to 50.8 in March, with nine straight months of expansion, and the March 2021 gauge reaching a two year high. Over...
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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....
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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,...
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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...
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