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Thai Beverage (THBEV SP)
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322
Analysis
Consumer Staples
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Singapore
Thai Beverage Public Company Limited produces a wide range of branded beer and spirits in Thailand.
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bearish
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Thai Beverage
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18 Jul 2024 18:50
Thai Bev (THBEV SP): Exits Property, Boosts F&N Stake. Deal Valuation Seem Excessive
Proposed share swap deal with promoter company based on negotiated values not market prices. Acquisition value for F&N seem excessive and...
Devi Subhakesan
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376 Views
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bullish
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Thai Beverage
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29 Jul 2024 15:35
Charoen Rearranges ThaiBev and TCC's Deckchairs
I can see the Sirivadhanabhakdi family taking out F&N down the road. Buy on any significant dips from here if illiquid value names are your bent.
David Blennerhassett
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332 Views
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bullish
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Thai Beverage
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22 Jul 2024 15:33
Thai Beverage (THBEV SP) - Increasingly Streamlined SEA F&B Play
Thai Bev deserves to trade on a higher multiple given its pure-play status and a succession of recent restructurings including Serm Suk, Oishi...
Angus Mackintosh
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372 Views
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bullish
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Thai Beverage
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20 Jul 2024 13:48
Consumer Tales & Trends #July 11-20: THBEV SP Swap Deal, Bad Debts in Thailand, AI in Beauty.
This week's update covers Thai Beverage's proposed swap deal, India's marriage spending boom, Thailand's household debt crisis, and AI innovations...
Devi Subhakesan
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428 Views
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bearish
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Thai Beverage
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19 Jul 2024 18:37
Thai Bev to Get F&N Stake from Promoters At Book Value than Fair Market Value
Majority ownership in F&N will require Thai Bev to consolidate low-return businesses into its books. This stake acquisition offers limited...
Devi Subhakesan
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515 Views
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