Thai Beverage (THBEV TB) - Brewing Spin-Off a Positive Catalyst
The recent announcement that Thai Beverage (THBEV SP) is potentially looking to spin-off its brewing operations, which are mainly its beer assets...
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Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and  Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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The Strategic Value of Sabeco
It’s important to understand Sabeco from a strategic perspective, which provides an upside potential of 50%. To stock market investors, this price...
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