Thai Beverage (Thbev): Delayed Beer IPO and Undervaluation
Thai Bev has not been very fortunate in the past few weeks; rising cases in Bangkok that caused the management to call off the BeerCo IPO, dampened...
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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...
402 Views
ECM Weekly (18th April 2021) - ByteDance Zhaoke, We Doctor, Medlive, Bio-Thera, Grab, Ngern Tid Lor
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
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ThaiBev BeerCo's Deferred IPO -Beer Comparison - Sober Up
On 16th April, Thai Beverage (THBEV SP) announced it had decided to defer the Proposed Spin-off Listing of BeerCo, citing uncertain market...
378 Views
Ngern Tid Lor IPO Initiation: Finance on Four Wheels
TIDLOR has launched an IPO to raise up to THB33 billion ($1.1 billion). For investors willing to ride the current market uncertainty, we believe...
382 Views