Budweiser APAC (1876 HK): Weak 2Q2024. Premium Beer, Cheap Valuations
Worst could be past - expect a likely recovery in China premium beer market in 2H2024 and ongoing commodity tail winds to uplift company's...
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Heineken's USD3.2 Bn Acqsn. Frothy Valuations. Why Are Asia’s Beer Champions Still Flat?
CR Beer’s strong 1H2025, driven by new products and digital growth, merits market attention. Heineken’s premium Central America deal may shift the...
458 Views
Thai Beverage: In Low Spirits. Now a Low- Risk Dividend Play
For income-focused investors seeking steady dividends with limited downside, Thai Beverage remains a proposition worth considering in the current...
539 Views
Thai Beverage (THBEV SP): Faces Potential Hit as Vietnam Proposes Beer Tax Hike
Potential tax hike in Vietnam makes BeerCo listing unlikely for now. With no meaningful catalyst and a weak sector outlook, the stock could trend...
505 Views
The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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