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United Breweries (UBBL IN)
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Analysis
Consumer Staples
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India
United Breweries Limited manufactures alcoholic beverages. The Company produces beer, as well as offers malt liquor and other beverages. United Breweries serves customers worldwide.
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bullish
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Emperador
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05 Jul 2022 10:17
Emperador Secondary Listing - Driven by Whisky, Supported by Brandy
Emperador (Emp) is looking to raise up to US$750m via a secondary listing in Singapore. In this note, we look at the company's past performance.
Sumeet Singh
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528 Views
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bullish
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Thai Beverage
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12 May 2022 09:51
ThaiBev BeerCo 2022 Pre-IPO - Peer Comp and Thoughts on Valuation
Thai Beverage recently announced that BeerCo will resume its Proposed Spin-off Listing. In this note, we talk about peer comparison and look at...
Sumeet Singh
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651 Views
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bullish
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Thai Beverage
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11 May 2022 09:44
ThaiBev BeerCo Pre-IPO - Back for Another Round
Thai Beverage plans to resume BeerCo's proposed spin-off listing. This time the company is aiming to raise less than US$1bn, as per media reports.
Sumeet Singh
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705 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2021 14:04
The Narrative | Q2 FY22 | India F&B - Jubi Food, United Spirits, United Breweries, Radico Khaitan
The edition of "The Narrative" focuses on key quotes from the earnings transcripts of Jubilant Foodworks / United Spirits / United Breweries /...
Pranav Bhavsar
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bullish
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Taiwan Semiconductor (TSMC)
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07 Sep 2021 22:21
Shifting Exposure To Emerging Markets; Buying TSMC/Taiwan Semi, ICICI Bank, Many Others
We see early signs of positive change within EM, and we present a strong case as to why we believe now is an opportune time to add exposure.
Vermilion Research
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