The Week That Was in ASEAN@Smartkarma - Grab's SPAC Plans, Indonesia Hospitals, and ThaiBev
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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Airport of Thailand (AOT): 3rd Wave Is a Charm
The sell off AOT soon due to worsening conditions in the third wave of the COVID-19 outbreak.Investors should take advantage of the sell-off in...
377 Views
ECM Weekly (11th April 2021) - Tencent Block, WeDoctor, YiShengBio, Trip HK, Visional, Macrotech Dev
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
514 Views
ThaiBev BeerCo Pre-IPO - Valuation Updates and Crystallizing Growth Potential for BeerCo
On 1st April, Thai Beverage (THBEV SP)Ā Ā announced it had received its conditional eligibility-to-list (ETL) letter from SGX-ST for its Proposed...
737 Views
StubWorld: ThaiBevās BeerCo Spin-Off One Step Closer
I see perhaps 12% upside from here if assuming a 25% discount to NAV. Given its growth potential, investors may switch out of ThaiBev into BeerCo....
491 Views