2021-01-08 Singapore Research - Singapore Stock Alpha Picks - Strong Outperformance In Dec 20; Add First Resources, Sunpower, Food Empire, Drop Nanofilm, Japfa UOB Kay Hian
2021-01-04 Kee Yan YEO [CMT] | Janice CHUA | Woon Bing Yong - Singapore Market Focus - Game Of Predator Vs Prey; Possible Candidates For Privatisation, M&A In 2021 DBS Research
2020-12-17 Carmen Lee - Singapore Stock Strategy - Will Skeptics Renew Their Affection For Beaten Up Singapore Stocks? OCBC Investment
2020-12-08 Juliana Cai - Singapore Consumer Sector - Consumption In Post-COVID; Upgrade To OVERWEIGHT RHB Invest
2020-12-07 Singapore Research - Singapore Stock Alpha Picks (Dec 2020) - Reshuffling After A Strong November; Drop DBS, Short SIA, Add Nanofilm UOB Kay Hian
2020-11-17 LIM Siew Khee | Singapore Research Team - Singapore Stock Picks - Go With The Flow, Don’t Fight The Market CGS-CIMB
2020-11-04 Singapore Research - Singapore Stock Alpha Picks (Nov 2020) - Adding In Venture Corp & Ascendas REIT UOB Kay Hian
2020-10-13 Singapore Research | Lee Keng LING - Singapore Market Focus - Awakening From September Slumber DBS Research
2020-10-06 Singapore Research - Singapore Stock Alpha Picks (Oct 2020) - Adding In Wilmar International UOB Kay Hian
2020-10-02 Paul Chew - Phillip 4Q20 Singapore Strategy - Bottomed But A Slow Grind Phillip Securities
2020-09-28 Lucas Teng - Thai Beverage - Thailand Protests No Significant Direct Impact Currently UOB Kay Hian
2020-09-04 Singapore Research - Singapore Stock Alpha Picks (Sep 2020) - Adding In Yangzijiang & Reshuffling Mid Cap Picks UOB Kay Hian
2020-08-24 Shekhar Jaiswal - Singapore Market Strategy - Stick With Defensives; Selective Cyclical Exposure RHB Invest
2020-08-17 Lucas Teng - Thai Beverage - Resilient In Spirits; Attractive Discount Drinks. UOB Kay Hian
2020-08-05 Singapore Research - Singapore Stock Alpha Picks (Aug 2020) - Strong Beat; Adding In Thai Beverage UOB Kay Hian
2020-07-03 Kee Yan YEO [CMT] | Janice CHUA - Singapore Market Focus - Gradual Recovery Ahead DBS Research
2020-07-01 Paul Chew - Phillip 3Q20 Singapore Strategy - Responding With Overwhelming Force Phillip Securities
2020-06-09 Alfie YEO | Andy SIM [CFA] - Consumer Staples - Singapore – Proxy To Regional Recovery DBS Research
2020-05-18 Andy SIM [CFA] | Alfie YEO - Thai Beverage - Key Takeaways From Post Results Call DBS Research
2020-05-18 Lucas Teng - Thai Beverage - 2QFY20 Laying The Path To Recovery, Upgrade To BUY UOB Kay Hian
2020-05-15 Andy SIM [CFA] | Alfie YEO - Thai Beverage - Betting On Alcohol To Bring Cheer During Gloomy Days DBS Research
2020-04-07 Paul Chew - Phillip 2Q20 Singapore Strategy - Man Vs. Virus ~ Bet On Us Phillip Securities
2020-03-05 Kee Yan YEO [CMT] | Janice CHUA - Singapore Market Focus - The Only Thing To Fear Is Fear Itself DBS Research
2020-02-17 Andy SIM [CFA] | Alfie YEO - Thai Beverage - Alcohol Guards Against Virus Infection DBS Research
2020-02-17 Lucas Teng - Thai Beverage - 1QFY20 In High Spirits But Cautious On Challenges Ahead UOB Kay Hian
2020-02-15 Cezzane SEE - Thai Beverage - Short Term Vietnam Headwinds, But Long Term Value Intact CGS-CIMB
2019-12-12 Alfie YEO | Andy SIM [CFA] - Consumer Goods Sector 2020 Outlook & Strategy - Macro Positives To Drive Growth DBS Research
2019-11-25 Lucas Teng - Thai Beverage - FY19 Missed Expectations; Finance Costs Still A Drag UOB Kay Hian
2019-09-02 Lucas Teng - Thai Beverage - Positive Policies But Uncertain Effects; Maintain HOLD UOB Kay Hian
2019-08-23 LIM Siew Khee | Singapore Research Team - 2Q19 Results Trend - More Misses And Cuts CGS-CIMB
2019-08-22 Paul Chew - Thai Beverage PLC - Spirits And Property Gains To The Rescue Phillip Securities
2019-08-20 Kee Yan YEO | Janice CHUA - Singapore Market 2Q19 Results Review - Look Here For Yields DBS Research
2019-07-01 Kee Yan YEO [CMT] | Janice CHUA - Singapore Market Strategy - Riding On Vietnam’s Growth Potential DBS Research
2019-06-24 Shekhar Jaiswal - Singapore Equity Strategy - Revisiting Our Top Picks; Stay Defensive RHB Invest
2019-06-10 Andy SIM [CFA] | Alfie YEO - Thai Beverage - Dominant Regional Beverage Player In The Making DBS Research
2019-06-06 Shekhar Jaiswal - Singapore Equity Strategy - Headwinds Persist; Stay Defensive! RHB Invest
2019-06-04 Kee Yan YEO [CMT] | Janice CHUA - Singapore Monthly (June 2019) - Trade War Part 2 DBS Research
2019-03-04 Kee Yan YEO [CMT] | Janice CHUA - Singapore Monthly (Mar 2019) - Deepening Cuts, Improving Macros DBS Research
2019-02-18 Lucas Teng - Thai Beverage - 1QFY19 Approaching Peak Consumption, Downgrade To HOLD UOB Kay Hian
2019-02-15 Cezzane SEE | LIM Siew Khee - Thai Beverage - 1QFY9/19 Results Review ~ Volumes Up! CGS-CIMB
2018-12-14 Juliana Cai [CFA] - Singapore Strategy 2019 ~ Consumer Sector - Favour Those Ready To Harvest RHB Invest
2018-11-28 Cezzane SEE | LIM Siew Khee - Thai Beverage - Post-Briefing Take ~ Hope To Forget This Hangover CGS-CIMB
2018-11-28 Andy SIM [CFA] | Alfie YEO - Thai Beverage Public Company - Post-Results Conference Call Key Takeaways DBS Research
2018-11-28 Lucas Teng | Andrew Chow [CFA] - Thai Beverage - FY18 Earnings Below Expectations; A Delay To The Toast UOB Kay Hian
2018-11-27 Andy SIM [CFA] | Alfie YEO - Thai Beverage Public Company - Darkest Before Dawn; Expect Upturn In FY19F DBS Research
2018-11-26 Andy SIM [CFA] | Alfie YEO - 2019 Outlook & Strategy ~ Consumer Goods - Defensive Attributes Preferred DBS Research
2018-11-26 Janice CHUA | Kee Yan YEO [CMT] - 2019 Outlook & Strategy - Part 3 ~ Stock Picks DBS Research
2018-10-04 Lucas teng | Andrew Chow [CFA] - Thai Beverage - Lagging, But Recovery Signs Are Brewing UOB Kay Hian
2018-09-20 Andy SIM [CFA] | Alfie YEO - Thai Beverage - Lock-in Of Rates Should Allay Concerns DBS Research
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 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
2018-07-24 Andy SIM [CFA] | Alfie YEO - Thai Beverage Public Company - Look Beyond 3Q18 Results; Farm Income Upturn Is Key DBS Research
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 Soh Lin Sin - Thai Beverage - Accretive Acquisitions But Domestic Beer Demand Drags Phillip Securities
2018-05-16 Andy SIM [CFA] | Alfie YEO - Thai Beverage Public Company - Within Expectations, Sequential Improvement DBS Research
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
2018-03-05 Eugene Chua - Thai Beverage - Seems Like High Gearing Will Stay For A While OCBC Investment
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
2017-12-19 Cezzane SEE | LIM Siew Khee - Thai Beverage - Sabeco Seemingly Pricey; M&As Likely Underway CIMB Research
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 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
2017-09-19 Andy SIM [CFA] | Alfie YEO - Thai Beverage Public Company (THBEV SP) - Excise Tax Increase Within Expectations DBS Research
2017-08-14 Jonathan SEOW - Thai Beverage - 3QFY17 Consumption Soft But Better; Overall Lifted By Associates CIMB Research
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 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 Andy SIM [CFA] | Alfie YEO - Thai Beverage Public Company (THBEV SP) - A Surprise Move On Fried Chicken DBS Research
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
2017-07-03 Juliana Cai [CFA] - Thai Beverage - Everything Seems Better After A Little More Beer RHB Invest
2017-06-29 Andy SIM [CFA] | Alfie YEO - Thai Beverage Public Company - Effects Of Mourning Period Will Eventually Pass DBS Research
2017-05-30 LIM Siew Khee | Singapore Research Team - Singapore Alpha Picks - Analysts' Alpha Picks For 2017 (Large Cap) CIMB Research
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 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
2017-03-31 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
2017-02-15 Jonathan SEOW - Thai Beverage - Key 1Q17 analyst briefing takeaway ~ Consumption appears to be improving CIMB Research
2017-01-03 Jonathan SEOW - Thai Beverage - New competing beer brand unlikely to be a concern CIMB Research
2016-12-09 Alfie Yeo - Singapore Consumer - Improvement to be backed by regional recovery DBS Research
2016-11-21 Jonathan SEOW - Thai Beverage - Timing difference to explain the earnings miss CIMB 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
2016-09-29 LIM Siew Khee [CFA] - Thai Beverage - Still nothing from Leo…at least for now CIMB Research
2016-09-23 Jodie Foo [CFA] - Thai Beverage - SABECO has sought approval for stock listing OCBC Investment
2016-09-02 Jonathan SEOW - Thai Beverage - Fortune lies in the hands of the beer holder CIMB Research
2016-07-19 Jodie Foo [CFA] - Thai Beverage PLC - Oishi beverages' market share improved OCBC Investment
2016-05-17 Kenneth NG [CFA] - Singapore Strategy - Bright spots here & there, amidst the misses CIMB Research
2016-03-24 Kenneth NG [CFA] - Singapore Strategy - Calibrated Budget keeps focus on long term CIMB Research
2016-01-14 Jodie Foo [CFA] - Thai Beverage PLC - More M&As brewing for beer industry? OCBC Investment
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
2015-11-12 Kenneth NG [CFA] | Jonathan SEOW - Thai Beverage - Seasonally slow, transformation costs CIMB Research
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