Thai Beverage (THBEV SP): Faces Potential Hit as Vietnam Proposes Beer Tax Hike
Potential tax hike in Vietnam makes BeerCo listing unlikely for now. With no meaningful catalyst and a weak sector outlook, the stock could trend...
352 Views
Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming Catalyst
Thai Bev has outperformed Bud APAC and CR Beer over the last 5 months. There could be an index inclusion in the next month and that could help the...
1.1k 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.
421 Views
The Week That Was in ASEAN@Smartkarma - BCA Stands Out, Thai Bev, and Delta Electronics Fully Valued
The past week saw insights on Bank Central Asia (BBCA IJ), Thai Beverage (THBEV SP), Sheng Siong (SSG SP), and Delta Electronics Thailand (DELTA TB).
231 Views
The Week That Was InASEAN@Smartkarma - Thai Beverage, Matahari Department Store, and ROTI Baking
The past week saw insights on Thai Beverage (THBEV SP), Matahari Department Store (LPPF IJ), Nippon Indosari Corpindo (ROTI IJ, Yeo Hiap Seng, and...
230 Views