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...
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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...
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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...
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Thai Beverage (THBEV): Not the Time to Buy Yet
Thai Bev is likely to trade at discount to the peers until the third wave pandemic is solved and vaccination has started to take place.
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