The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
256 Views
ThaiBev’s BeerCo IPO: Valuation First Look
ThaiBev aims to raise $2bn and seek up to a $10bn valuation for BeerCo, according to press reports. Our first-look valuation analysis suggests that...
356 Views
Thai Beverage (THBEV SP) - Beer Aids Recovery
Thai Beverage (THBEV SP) has revived its intention to spin-off its brewery assets, predominantly in Thailand and Vietnam, potentially valuing the...
293 Views
ThaiBev BeerCo ESG Analysis: Among the World's More Sustainable Brewers Despite Social-Pillar Issues
Putting a brewery under the ESG microscope usually doesn’t end well. ThaiBev's BeerCo is an exception, ranking among the world's more sustainable...
267 Views
BeerCo IPO (Thai Bev's Spin-Off Listing): Financials, Valuation - Not Bubbly as Reported
BeerCo IPO Valuation analysis based on upper-end and mid-range multiples to assess if media reported potential IPO size is realistic; followed by a...
348 Views