Flash Report /
Global

Vietnam will add fizz to Thai Bev’s renewed beer IPO plans

  • We reiterate our Buy recommendation due to the renewed plans to spinoff the beer business

  • Vietnam and Thailand are seeing beer consumption explode with the reopening to tourism

  • The beer spinoff will be accretive to valuation

Vietnam will add fizz to Thai Bev’s renewed beer IPO plans
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
9 May 2022
Published byTellimer Research

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