ThaiBev’s BeerCo Limited IPO: 1Q Results
BeerCo's 1QFY2021 results suggest that it is well-placed to return to growth as the year unfolds due to a gradual recovery in on-premise...
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StubWorld: Double Stub Via ThaiBev's BeerCo IPO
I estimate minimal upside for ThaiBev here if assuming a 25% discount to NAV. ThaiBev is trading at 16.5x trailing EV/EBITDA, but its forward EV...
407 Views
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...
356 Views
BeerCo IPO (Thai Bev's Spin-Off Listing): Financials, Valuation - Not Bubbly as Reported
BeerCo IPO Valuation analysis based on upper-end and mid-range multiples to assess if media reported potential IPO size is realistic; followed by a...
348 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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