ENTITY
Asian Sea

Asian Sea (ASIAN TB)

34
Analysis
Consumer Staples • Thailand
Asian Sea Corporation Public Company Limited processes and exports frozen seafood and Pet Food. The Company offers frozen shrimp, canned tuna, breaded sillago fish fillet, and pet foods in canes and pouches. Asian Sea serves customers worldwide.
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bullish•Cross Asset Strategy
•28 Feb 2022 12:12

The Thailand Turnaround

The long-term decline in Thailand allocations among Asia Ex-Japan funds appears to be stabilising.  We analyse the shift in sentiment among investors.

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bullish•Asian Sea
•02 Feb 2022 09:33•Broker

ASIAN: Unlock Value and Potential Growth of AAI Via IPO

Maintain BUY rating and roll forward valuations to FY22E, with a new target price of Bt23 (up 5% from previous TP), based on 10.3xPE’22, which is...

bearish•Asian Sea
•14 Oct 2021 18:51

Towards A New Holdco As Asian Sea (ASIAN TB) Spins Off Pet Food Sub

Assuming a typical holding company discount of ~25%, I see little upside here. With a long-dated spin-off, I would expect shares to drift in the...

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bullish•Asian Sea
•13 Oct 2021 14:26

Asian Sea Corp (ASIAN TB): Spin-Off Listing of Pet Food Likely Intended to Unlock Value.

Discuss valuations and potential upside from proposed spin-off listing of Asian Sea's Pet food subsidiary. Likely catalyst for stock's valuation...

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bullish•Cross Asset Strategy
•04 Oct 2021 19:20

The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk

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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