Thai Beverage Public Company (ThaiBev)

Broker's Calls

PhillipCapital downgrades ThaiBev to 'accumulate' after seeing 'slow start' to FY2023

Despite the downgrade, Chew has kept his earnings for the FY2023 unchanged with the same TP of 80 cents.
ThaiBev reports 7.7% y-o-y decline in 1QFY2023 ebitda of $534.0 mil - THE EDGE SINGAPORE

Results

ThaiBev reports 7.7% y-o-y decline in 1QFY2023 ebitda of $534.0 mil

During the quarter, ThaiBev’s sales revenue increased by 4.9% y-o-y to 80.90 billion baht as all segments registered growth.
ThaiBev: New reasons to cheer one of Asean's 'MVP' F&B stocks - THE EDGE SINGAPORE

Stocks To Watch

ThaiBev: New reasons to cheer one of Asean's 'MVP' F&B stocks

With Covid-19 restrictions being lifted in Thailand and around the world, there are new reasons to continue cheering for ThaiBev.

Broker's Calls

DBS re-initiates 'buy' on ThaiBev, calling it one of the 'most valuable' large-cap Asean F&B counters

“We project [ThaiBev’s] upcoming 2HFY2022/FY2022 net profit to show [around] 4%/9% y-o-y growth," says DBS's Andy Sim.
Frasers Property and ThaiBev subsidiaries enter into JV to collaborate in the advancement of tech and digitalisation - THE EDGE SINGAPORE

Deals, joint ventures & alliances

Frasers Property and ThaiBev subsidiaries enter into JV to collaborate in the advancement of tech and digitalisation

The JVCo is said to explore a potential share subscription of $84.27 million for a 50% stake in BetterBe Marketplace.
ThaiBev reports 8.2% growth in 9MFY2022 sales revenue of $8.06 bil - THE EDGE SINGAPORE

Results

ThaiBev reports 8.2% growth in 9MFY2022 sales revenue of $8.06 bil

EBITDA for the 9MFY2022 rose 6.7% y-o-y to 39.11 billion baht.

Results

ThaiBev reports 20% higher earnings of $285.4 mil for 2QFY2022

For the period, the group has declared an interim dividend of 0.15 baht, to be paid out on June 10.

IPO

ThaiBev spin-off listing to resume

Shares in ThaiBev closed at 67.5 cents on May 4.
Broker's digest: MNACT, KREIT, Centurion Corp, Singtel, ThaiBev - THE EDGE SINGAPORE

Broker's Calls

Broker's digest: MNACT, KREIT, Centurion Corp, Singtel, ThaiBev

See the analysts' recommendations and target prices here.

Broker's Calls

Analysts mixed on ThaiBev's prospects after FY21 results

The analysts have estimated a target price range of 76.5 cents to 92 cents for the counter.
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