Airport of Thailand (AOT): 3rd Wave Is a Charm
The sell off AOT soon due to worsening conditions in the third wave of the COVID-19 outbreak.Investors should take advantage of the sell-off in...
249 Views
ECM Weekly (11th April 2021) - Tencent Block, WeDoctor, YiShengBio, Trip HK, Visional, Macrotech Dev
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
379 Views
ThaiBev BeerCo Pre-IPO - Valuation Updates and Crystallizing Growth Potential for BeerCo
On 1st April, Thai Beverage (THBEV SP) announced it had received its conditional eligibility-to-list (ETL) letter from SGX-ST for its Proposed...
552 Views
Manufacturing Stocks Extend Gains in 1Q21
The SIPMM PMI rose 0.3 points to 50.8 in March, with nine straight months of expansion, and the March 2021 gauge reaching a two year high. Over...
612 Views
StubWorld: ThaiBev’s BeerCo Spin-Off One Step Closer
I see perhaps 12% upside from here if assuming a 25% discount to NAV. Given its growth potential, investors may switch out of ThaiBev into BeerCo....
344 Views