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ThaiBev
M&A
ThaiBev completes share swap of FPL for F&N
ThaiBev shareholders voted overwhelmingly for a share swap, divesting FPL for F&N
September 20, 2024
Broker's Calls
ThaiBev’s share swap transaction could reduce conglomerate discount, analysts keep ‘buy’
The corporate action could act as a catalyst to the stock price, the analysts say.
July 26, 2024
Investing ideas
Too heavy a price for sin stocks?
Selected sin stocks seem to present good buying opportunities for investors despite the ongoing vice-related exclusions trend.
June 27, 2024
Broker's Calls
Analysts maintain 'buy' on ThaiBev following updates, including on long-awaited BeerCo IPO
DBS analysts believe that the BeerCo IPO is a key share price re-rating catalyst.
June 24, 2024
Broker's Calls
Analysts keep 'buy' call on ThaiBev despite decline in 1HFY2024 results
DBS and UOBKH believe that headwinds will abate and economic activity will recover in 2H2024.
May 15, 2024
Results
Thai Beverage's 2QFY2024 earnings weighed down by associates
The company plans to maintain its interim dividend at 0.15 baht per share.
May 13, 2024
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
Investing ideas
As bulls and bears remain asleep, stay put in high-yield and non-cyclical counters
'Either the share prices go up, or earnings will come down. Of course, we hope valuations will go up'
October 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