STI Chalks Up Strongest Start to a Year Since 1999
With 13.2% price gains over the first four months of 2021, this has been the strongest start to a calendar year for the STI since 1999. The STI...
460 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...
218 Views
ThaiBev: Weakening Baht & Postponed BeerCo IPO Could Continue to Pressure The Share Price
From 8th February 2021 to 17th April 2021, ThaiBev shares fell 17%, market value of the listed investments rose about 12% and the value of unlisted...
324 Views
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...
381 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...
406 Views