MVIS Vietnam Index Rebalance: Inclusions Gone Parabolic
There are 5 inclusions to the MVIS Vietnam Index that will be implemented at the close on 17 December. The adds have all rallied a lot in the last...
434 Views
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.
429 Views
The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
Thai Beverage: No Near Term Catalyst as BeerCo IPO Is Deferred. Value Buy or Value Trap?
Thai Bev's current valuation suggests limited downside but lacks visibility on upside triggers. Further delay in revival in beer demand poses risk...
408 Views
ThaiBev BeerCo Pre-IPO - Declining Rev and Mkt Share Concerns but Good Cost Control
Thai Beverage (THBEV SP) announced that it received a no-objection letter for the proposed spinoff of BeerCo from SGX-ST on 5th February, 2021.
339 Views