ENTITY
Thai Beverage

Thai Beverage (THBEV SP)

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Analysis
Consumer StaplesSingapore
Thai Beverage Public Company Limited produces a wide range of branded beer and spirits in Thailand.
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bullishThai Beverage
15 Feb 2024 10:27

Thai Beverage (THBEV SP): Cheaper than Peers with an Upcoming Catalyst

Thai Bev has outperformed Bud APAC and CR Beer over the last 5 months. There could be an index inclusion in the next month and that could help the...

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bullishThai Beverage
11 Oct 2021 23:55

Thai Bev (THBEV SP): Neither Recovery nor BeerCo IPO Is Priced In. SOTP Suggests Upside.

SOTP based valuation analysis suggests room for near-term upside even at conservative valuation multiples assuming the worst of COVID is past us.

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bullishThai Beverage
23 Jun 2023 07:39Broker

Thai Beverage - Anticipating Consumption Recovery; Keep BUY

We continue to like Thai Beverage for its strong market leadership in Thailand and Vietnam, and as a beneficiary to Thailand’s economic recovery...

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bullishThai Beverage
14 Jun 2023 07:55Broker

Thai Beverage - International Tourist Arrivals Set To Improve

International tourist arrivals to Thailand and Vietnam are set to improve as Chinese tourists return, boosting on-trade alcohol consumption volumes.

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bullishThai Beverage
16 May 2023 08:23Broker

Thai Beverage - 1HFY23 Results Slightly Above Expectations, Supported By Brown Spirits

Thai Beverage's announced 1HFY23 core PATMI of Bt16.1b (-1.2% y-o-y), slightly above our expectations. The better-than-expected performance was...

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