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Thai Beverage
Global Markets
The curious incident of the debt in the day-time
Debt may bite these companies in the leg
January 25, 2024
Company in the news
Frasers Property 'not aware' of possible sale of company nor assets by controlling shareholder
Frasers Property is tightly held by Charoen Sirivadhanabhakdi
January 13, 2024
Asean
The Bangkok jam is starting to clear
Will Thailand be my dark horse for 2024? Like Japan late last year when we called, a few of the ingredients are coming together.
November 30, 2023
Investing ideas
Analysts cheer ThaiBev despite lower FY2023 earnings
While the beer segment is losing some fizzle, the spirits business is seen to have more room to do better
November 29, 2023
Billion Dollar Club 2023
Wilmar, Thai Bev, DBS top super-big caps categories
This new category recognises that the super-big caps are in a different league
November 09, 2023
Results
Thai Bev Ebitda for 9MFY2023 dips despite higher revenue on higher costs
Revenue for 9MFY2023 was up 3.8% y-o-y but Ebitda was down 3.4%
August 09, 2023
Broker's Calls
KGI reiterates 'buy' call on Thai Beverage, citing favourable post-election environment
In addition, consumer confidence for May has reached the highest level since the pandemic
July 05, 2023
Broker's Calls
UOBKH adds Delfi, drops ThaiBev, DBS, SIA Engineering from alpha picks
UOBKH’s alpha picks portfolio has beaten the STI for 11 out of the past 12 months.
March 06, 2023
Broker's Calls
Sheng Siong and ThaiBev deemed as RHB's 12 'diamonds' across the region
According to RHB, these 12 'diamonds' each have an ROE of 15% or more
February 14, 2023
Broker's Calls
DBS and CGS-CIMB say cheers to ThaiBev following 1QFY2023 update
"We continue to like THBEV as a proxy to Thailand’s economic recovery and improving consumer sentiment," says CGS-CIMB
February 13, 2023