Tsingtao Brewery Placement - Fosun Is Back Again, Settling into a Pattern
Fosun International (656 HK) aims to raise around US$300m via selling 1.8% of Tsingtao Brewery Co Ltd H (168 HK). This is not the first selldown by...
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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...
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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...
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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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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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