ECM Weekly (21 February 2021) - Tencent Lock-Up Expiry, SciClone Pharma, Joinn Lab, Bairong, Betta
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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Thai Beverage (THBEV SP) - More Clarity With Beer
Thai Beverage released some better than expected results last week and we see the spin-off of the beer business as a positive catalyst, despite a...
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ThaiBev BeerCo Pre-IPO - Thoughts on BeerCo and ThaiBev HoldCo Valuation
Thai Beverage (THBEV SP) announced that it received a no-objection letter for the proposed spinoff of BeerCo. In this note, we will look at the...
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ThaiBev BeerCo Pre-IPO - Declining Rev and Mkt Share Concerns but Good Cost Control
Thai Beverage (THBEV SP) announced that it received a no-objection letter for the proposed spinoff of BeerCo from SGX-ST on 5th February, 2021.
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The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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