2018-09-13

Cezzane SEE | Colin TAN

-

Consumer Discretionary Sector - CGS-CIMB’s Consumer Day Wrap-Up

CGS-CIMB

2018-09-06

Kee Yan YEO [CMT] | Janice CHUA

-

Stock Strategy Singapore - Will The US$200bn T-Bomb Drop?

DBS Research

2018-08-17

LIM Siew Khee

-

Trends From 2Q18 - Singapore Market Strategy ~ Buckle Up

CGS-CIMB

2018-08-17

Phillip Research Team | Phillip Research Team

-

Thai Beverage - No Money, No Spirit

Phillip Securities

2018-08-16

Cezzane SEE | LIM Siew Khee

-

Thai Beverage - 3Q18 Awaiting A Consumption Recovery

CGS-CIMB

2018-08-16

Deborah Ong

-

Thai Beverage - Patience Is A Virtue

OCBC Investment

2018-08-16

Juliana Cai [CFA]

-

Thai Beverage - Anchoring For Future Growth

RHB Invest

2018-08-15

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage - Weak 3Q18 As Expected

DBS Research

2018-07-24

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company - Look Beyond 3Q18 Results; Farm Income Upturn Is Key 

DBS Research

2018-07-12

Juliana Cai [CFA]

-

Thai Beverage - Bright Long Term Prospects

RHB Invest

2018-06-22

Juliana Cai [CFA]

-

Singapore Consumer Sector Stocks - Set For The Year

RHB Invest

2018-05-24

Lim Siew Khee | Singapore Research Team

-

Stock Strategy Singapore - Analysts’ Alpha Picks For 2H18 (Large Cap) 

CGS-CIMB

2018-05-24

Lim Siew Khee | Singapore Research Team

-

Stock Strategy Singapore - Hunger Games ~ The Power Of Newsflow

CGS-CIMB

2018-05-17

Cezzane SEE | LIM Siew Khee

-

Thai Beverage - 2QFY18 Downside Risks Priced In

CIMB Research

2018-05-17

Eugene Chua

-

Thai Beverage - Looking Forward To World Cup 2018

OCBC Investment

2018-05-17

Soh Lin Sin

-

Thai Beverage - Accretive Acquisitions But Domestic Beer Demand Drags

Phillip Securities

2018-05-17

Juliana Cai [CFA]

-

Thai Beverage - Improving Q-o-q

RHB Invest

2018-05-16

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company - Within Expectations, Sequential Improvement

DBS Research

2018-05-10

Juliana Cai [CFA]

-

Thai Beverage - Keep Calm And Drink Beer

RHB Invest

2018-05-03

Kee Yan YEO [CMT] | Janice CHUA

-

Singapore Stock Monthly Strategy (May 2018) - Take A Break, Enjoy The Game

DBS Research

2018-04-16

Soh Lin Sin

-

Singapore Consumer Stocks Monthly - Set For Stronger Growth In 2018

Phillip Securities

2018-03-23

Andy Sim [CFA] | Alfie YEO

-

Thai Beverage Public Company (THBEV SP) - Favourable Fixed Coupon Rate

DBS Research

2018-03-16

Soh Lin Sin

-

Singapore Consumer Monthly - The Chinese New Year Effect

Phillip Securities

2018-03-05

Eugene Chua

-

Thai Beverage - Seems Like High Gearing Will Stay For A While

OCBC Investment

2018-02-22

Soh Lin Sin

-

Thai Beverage - New Additions To Reach Greater Heights

Phillip Securities

2018-02-15

Cezzane SEE | LIM Siew Khee

-

Thai Beverage - Still Gestating SABECO Purchase; 1Q18 Remains Soft

CIMB Research

2018-02-15

Andy Sim [CFA] | Alfie YEO

-

Thai Beverage Public Company - Temporary Post-excise Blues

DBS Research

2018-02-15

Thai Wei Ying | Andrew Chow [CFA]

-

Thai Beverage (THBEV SP) - 1QFY18 Earnings Below Expectation, Downgrade To HOLD As We Await More Clarity On Sabeco

UOB Kay Hian

2018-02-01

Thai Wei Ying | Andrew Chow [CFA]

-

Thai Beverage (THBEV SP) - One Step Closer To Vision 2020 With Sabeco Acquisition

UOB Kay Hian

2018-01-11

Eugene Chua

-

Thai Beverage - Entry Into Vietnam In-line With Vision 2020

OCBC Investment

2018-01-04

Singapore Research

-

Singapore Stock Alpha Picks - Kicking Off In 2018

UOB Kay Hian

2017-12-19

Cezzane SEE | LIM Siew Khee

-

Thai Beverage - Sabeco Seemingly Pricey; M&As Likely Underway

CIMB Research

2017-12-19

Andy Sim

-

Thai Beverage Public Company (THBEV SP) - Good Morning, Vietnam!

DBS Research

2017-12-18

Soh Lin Sin

-

Thai Beverage - Booze Boosts

Phillip Securities

2017-12-13

Soh Lin Sin

-

Thai Beverage - A US$5bn Acquisition Is In Sight

Phillip Securities

2017-12-06

Singapore Research

-

Singapore Stock Alpha Picks - Conviction Picks To End The Year 2017

UOB Kay Hian

2017-12-04

Soh Lin Sin

-

Singapore Consumer Sector - Grasping The New E-commerce Reality

Phillip Securities

2017-11-27

Singapore Research

-

Singapore Strategy - 2018 Top 15 Stock Picks (Part 2 Of 3)

DBS Research

2017-11-27

Eugene Chua

-

Thai Beverage - Consumption Likely To Pick Up Post-mourning Period

OCBC Investment

2017-11-27

Soh Lin Sin

-

Thai Beverage - Spirits Uplift

Phillip Securities

2017-11-27

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company - Toast To A Better Year Ahead

DBS Research

2017-11-27

Thai Wei Ying | Andrew Chow [CFA]

-

Thai Beverage (THBEV SP) - Poised For A Strong FY18 Recovery

UOB Kay Hian

2017-11-24

Cezzane SEE | LIM Siew Khee

-

Thai Beverage - 4QFY17 In-line; Looking To Happier Hours In CY18

CIMB Research

2017-11-24

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company (THBEV SP) - Closure To A Slow Year Marked By Mourning

DBS Research

2017-11-02

Singapore Research

-

Singapore Stock Alpha Picks - Conviction Calls For November 2017

UOB Kay Hian

2017-10-17

Thai Wei Ying | Andrew Chow [CFA]

-

Thai Beverage (THBEV SP) - Positioning For Vision 2020 With Grand Royal Acquisition

UOB Kay Hian

2017-10-16

Juliana Cai [CFA]

-

Thai Beverage - Myanmar Acquisition To Fulfil “Vision 2020”

RHB Invest

2017-10-13

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company (THBEV SP) - Footprint In Myanmar Through Grand Royal Whisky

DBS Research

2017-10-03

Yeo Kee Yan [CMT] | Janice Chua

-

Singapore Monthly Strategy - STI 3400 Decision Time

DBS Research

2017-09-26

Thai Wei Ying | Kingpai Koosakulnirund [CFA]

-

Thai Beverage (THBEV SP) - Still In Good Spirits Despite Excise Tax Hike

UOB Kay Hian

2017-09-20

Juliana Cai [CFA]

-

Thai Beverage - New Excise Tax In Place

RHB Invest

2017-09-19

Jodie Foo

-

Thai Beverage - Keeping Rating Amid New Excise Taxes

OCBC Investment

2017-09-19

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company (THBEV SP) - Excise Tax Increase Within Expectations

DBS Research

2017-09-18

Jodie Foo

-

Thai Beverage - New Excise Tax Rates Set

OCBC Investment

2017-08-14

Jonathan SEOW

-

Thai Beverage - 3QFY17 Consumption Soft But Better; Overall Lifted By Associates

CIMB Research

2017-08-14

Jodie Foo

-

Thai Beverage - Soft Consumption Environment

OCBC Investment

2017-08-14

Soh Lin Sin

-

Thai Beverage - Boosted By F&N/FCL Contributions

Phillip Securities

2017-08-14

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company (THBEV SP) - On Track For Stronger Y-o-y Growth

DBS Research

2017-08-14

Juliana Cai [CFA]

-

Thai Beverage - An Uplift From Spirits

RHB Invest

2017-08-14

Thai Wei Ying | Kingpai Koosakulnirund [CFA]

-

Thai Beverage (THBEV SP) - Temporary Drag From Mourning Period, Expect Earnings Recovery From FY18

UOB Kay Hian

2017-08-10

Jonathan SEOW

-

Thai Beverage - Will Chicken Taste Good With Beer?

CIMB Research

2017-08-10

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company (THBEV SP) - A Surprise Move On Fried Chicken

DBS Research

2017-08-09

Juliana Cai [CFA]

-

Thai Beverage - From An Alcohol Player To A F&B Giant

RHB Invest

2017-08-08

Singapore Research

-

Singapore Stock Alpha Picks - Refreshing Picks For August

UOB Kay Hian

2017-07-25

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company - Retaining Positive View Post NDR

DBS Research

2017-07-11

Thai Wei Ying | Kingpai Koosakulnirund [CFA]

-

Thai Beverage (THBEV SP) - Alcohol Consumption Recovering, Excise Tax Not A Big Concern

UOB Kay Hian

2017-07-10

Soh Lin Sin

-

Thai Beverage - The Dominant And Expansive Giant

Phillip Securities

2017-07-06

Jonathan SEOW

-

Thai Beverage - Impending Excise Tax Hike Does Not Faze Us

CIMB Research

2017-07-03

Juliana Cai [CFA]

-

Thai Beverage - Everything Seems Better After A Little More Beer

RHB Invest

2017-06-30

Jodie Foo

-

Thai Beverage - Pending Details For Change In Excise Taxes

OCBC Investment

2017-06-29

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company - Effects Of Mourning Period Will Eventually Pass

DBS Research

2017-06-16

Yeo Kee Yan [CMT]

-

Singapore Market Focus - Facing Moderating Growth

DBS Research

2017-06-13

Jodie Foo

-

Consumer Sector - A Pick Up In Sentiments?

OCBC Investment

2017-05-30

LIM Siew Khee | Singapore Research Team

-

Singapore Alpha Picks - Analysts' Alpha Picks For 2017 (Large Cap)

CIMB Research

2017-05-15

Juliana Cai [CFA]

-

Thai Beverage - Recovering From A Hangover

RHB Invest

2017-05-15

Kingpai Koosakulnirund [CFA]

-

Thai Beverage (THBEV SP) - 1Q17 Prolonged Impact From Mourning Period; Weak Results But Still On Track

UOB Kay Hian

2017-05-12

Jonathan SEOW

-

Thai Beverage - 2Q17: Blindsided By Higher A&P And Lower Associate

CIMB Research

2017-05-12

Jodie Foo

-

Thai Beverage - 1HFY17 Within Our Expectations

OCBC Investment

2017-05-12

Andy SIM [CFA] | Alfie YEO

-

Thai Beverage Public Company (THBEV SP) - Impact of Mourning Period Greater Than Anticipated

DBS Research

2017-05-05

Jonathan SEOW

-

Thai Beverage - 2QFY17 Preview ~ Eyes On Beer Margins And Sales Pickup

CIMB Research

2017-04-10

Singapore Research

-

Singapore Market Focus - Strike One... And Out

DBS Research

2017-04-10

Juliana Cai [CFA]

-

Thai Beverage - Drink To Your Heart’s Content

RHB Invest

2017-03-31

Kingpai Koosakulnirund [CFA] | Andrew Chow [CFA]

-

Thai Beverage (THBEV SP) - The Awakening Giant

UOB Kay Hian

2017-03-22

Jonathan SEOW

-

Thai Beverage - F&N/FCL restructuring to propel the group into a regional beverage play

CIMB Research

2017-02-16

Jodie Foo

-

Thai Beverage - Expect return to stability

OCBC Investment

2017-02-15

Jonathan SEOW

-

Thai Beverage - Key 1Q17 analyst briefing takeaway ~ Consumption appears to be improving

CIMB Research

2017-02-14

Jonathan SEOW

-

Thai Beverage - Valentine’s Day surprise from beer segment

CIMB Research

2017-02-01

Jodie Foo

-

Consumer sector - Still an attractive space

OCBC Investment

2017-01-10

Jodie Foo [CFA]

-

Thai Beverage - Thesis remains intact

OCBC Investment

2017-01-03

Jonathan SEOW

-

Thai Beverage - New competing beer brand unlikely to be a concern

CIMB Research

2016-12-14

Alfie Yeo

-

Singapore Strategy - 2017 Outlook ~ Top 10 Stock Picks

DBS Research

2016-12-09

Alfie Yeo

-

Singapore Consumer - Improvement to be backed by regional recovery

DBS Research

2016-12-07

Jodie Foo [CFA]

-

Thai Beverage - Facing near term weakness

OCBC Investment

2016-12-05

Jonathan SEOW

-

Thai Beverage - Beer in the limelight

CIMB Research

2016-11-22

Jodie Foo [CFA]

-

Thai Beverage - Hoping for 2017 to normalize

OCBC Investment

2016-11-21

Jonathan SEOW

-

Thai Beverage - Timing difference to explain the earnings miss

CIMB Research

2016-11-21

Andy Sim [CFA]

-

Thai Beverage Public Company - Impacted by higher opex

DBS Research

2016-11-18

Jonathan SEOW

-

Thai Beverage - 3Q16 first take ~ spirits drinking issues and hungover on costs

CIMB Research

2016-10-17

Andy Sim [CFA]

-

Thai Beverage Public Company - Sensitivity analysis points to limited impact

DBS Research

2016-10-13

Jodie Foo [CFA]

-

Thai Beverage - Impacted by broader concerns over Thai King's health condition

OCBC Investment

2016-10-11

Jodie Foo [CFA]

-

Thai Beverage - Listing of Sabeco may be delayed

OCBC Investment

2016-09-29

LIM Siew Khee [CFA]

-

Thai Beverage - Still nothing from Leo…at least for now

CIMB Research

2016-09-29

Jodie Foo [CFA]

-

Thai Beverage - Vietnam a key growth market

OCBC Investment

2016-09-23

Jodie Foo [CFA]

-

Thai Beverage - SABECO has sought approval for stock listing

OCBC Investment

2016-09-19

LIM Siew Khee [CFA]

-

Singapore Strategy - Feedback from marketing

CIMB Research

2016-09-02

Jonathan SEOW

-

Thai Beverage - Fortune lies in the hands of the beer holder

CIMB Research

2016-08-12

Jodie Foo [CFA]

-

Thai Beverage Plc - Restructuring Likely Next Year

OCBC Investment

2016-08-12

Andy Sim [CFA]

-

Thai Beverage Public Company - Earnings momentum continuing

DBS Research

2016-07-19

Jodie Foo [CFA]

-

Thai Beverage PLC - Oishi beverages' market share improved

OCBC Investment

2016-06-24

Jodie Foo

-

Consumer Sector - Decline For Retail Sector Not Board-Based

OCBC Investment

2016-06-16

Jodie Foo [CFA]

-

Thai Beverage PLC - Turning Neutral For Now

OCBC Investment

2016-05-18

Kenneth NG [CFA] | Jonathan SEOW

-

Thai Beverage - Just the beginning

CIMB Research

2016-05-17

Kenneth NG [CFA]

-

Singapore Strategy - Bright spots here & there, amidst the misses

CIMB Research

2016-05-16

Andy Sim [CFA]

-

Thai Beverage - Runaway performance on Beer's showing

DBS Research

2016-05-16

Jodie Foo [CFA]

-

Thai Beverage PLC - A Strong Quarter

OCBC Investment

2016-05-13

Kenneth NG [CFA] | Jonathan SEOW

-

Thai Beverage - Blowout quarter!

CIMB Research

2016-03-24

Alfie YEO

-

Singapore Consumer - Turning around

DBS Research

2016-03-24

Kenneth NG [CFA]

-

Singapore Strategy - Calibrated Budget keeps focus on long term

CIMB Research

2016-03-02

Kenneth NG [CFA]

-

Singapore Strategy - 4Q catchphrase ~ impairment

CIMB Research

2016-02-29

Kenneth NG [CFA] | Jonathan SEOW

-

Thai Beverage - Powered by beer

CIMB Research

2016-02-29

Kenneth NG [CFA] | Jonathan SEOW

-

Thai Beverage - New Chang beer does well

CIMB Research

2016-02-29

Andy Sim [CFA]

-

Thai Beverage - Showing its resilience

DBS Research

2016-01-14

Jodie Foo [CFA]

-

Thai Beverage PLC - More M&As brewing for beer industry?

OCBC Investment

2015-12-17

LIM Sue Lin

-

Consumer Goods 2016 Outlook - Hopeful of a better 2016

DBS Research

2015-12-09

Kenneth NG [CFA] | Jonathan SEOW

-

Thai Beverage - Beer leaps forward, spirits provide cover

CIMB Research

2015-11-26

Alfie Yeo | Andy Sim

-

ASEAN Consumer - Food for thought ~ Hopeful for better 2016 servings

DBS Research

2015-11-24

Jodie Foo

-

Consumer Sector - Look for consistency given soft retail scene

OCBC Investment

2015-11-13

Andy Sim

-

Thai Beverage - Positioning to be a regional player

DBS Research

2015-11-13

Jodie Foo [CFA]

-

Thai Beverage PLC - Results Within Expectations

OCBC Investment

2015-11-12

Kenneth NG [CFA] | Jonathan SEOW

-

Thai Beverage - Seasonally slow, transformation costs

CIMB Research

2015-09-21

Kenneth NG [CFA] | Jonathan Seow

-

Thai Beverage - When four become one

CIMB Securities

2015-09-02

Jodie Foo

-

Consumer Sector - Macro headwinds remain.

OCBC Securities

2015-08-25

Jodie Foo

-

OCBC Investment 2015-08-25: Thai Beverage - Thai Beverage - Still positive in the long term.

OCBC Investment

2015-08-17

Jodie Foo

-

OCBC Securities 2015-08-17: Thai Beverage - Thai Beverage - 2Q15; No surprises. Maintain BUY.

OCBC Securities

2015-08-14

Kenneth NG [CFA ] | Jonathan SEOW [CFA ]

-

CIMB Securities 2015-08-14: Thai Beverage - Thai Beverage - 2Q15 Not Impressive; Payback time for alcohol. Maintain ADD.

CIMB Securities

2015-07-23

Kenneth NG; Jonathan SEOW

-

CIMB Research 2015-07-23: Thai Beverage - Thai Beverage - What is Charoen doing?

CIMB Research

2015-07-20

Jodie FOO

-

OCBC Investment Research 2015-07-20: Consumer Sector - Consumer Sector - Expect similar drags in 2Q

OCBC Investment Research