The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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ThaiBev’s BeerCo IPO: Valuation First Look
ThaiBev aims to raise $2bn and seek up to a $10bn valuation for BeerCo, according to press reports. Our first-look valuation analysis suggests that...
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Thai Beverage (THBEV SP) - Beer Aids Recovery
Thai Beverage (THBEV SP) has revived its intention to spin-off its brewery assets, predominantly in Thailand and Vietnam, potentially valuing the...
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ThaiBev BeerCo ESG Analysis: Among the World's More Sustainable Brewers Despite Social-Pillar Issues
Putting a brewery under the ESG microscope usually doesn’t end well. ThaiBev's BeerCo is an exception, ranking among the world's more sustainable...
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Thai Beverage (Thbev): Imminent Risk Ahead
Less revenue from alcoholic drinks, EBITDA to go down again though unclear when the government will initiate the nightlife ban. Investors should...
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