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....
561 Views
Singapore Mid-Caps Edge Ahead of Regional Peers in YTD
Singapore’s current crop of 63 Mid-Cap stocks, with a market value between S$1 billion and S$5 billion, have averaged a 12% total return (6%...
735 Views
20 Index Stocks Most Sought By Institutions in YTD
The FTSE ST All Share Index generated a 3.6% total return in the 2021 YTD, with Net Institutional Outflows of S$232 million. The 106 stocks...
674 Views
StubWorld: Double Stub Via ThaiBev's BeerCo IPO
I estimate minimal upside for ThaiBev here if assuming a 25% discount to NAV. ThaiBev is trading at 16.5x trailing EV/EBITDA, but its forward EV...
614 Views
Manufacturing Stocks Continued to Outpace in Early 2021
Singapore’s 30 most traded stocks that maintain manufacturing-related businesses have averaged a 29% YTD gain, with a less skewed median gain...
637 Views