View all companies
Recommendation
Start reading our world-class research today.
Already have an account?
Log in
33 articles for Carabao Group PCL
Thailand: Beverage - Limited downside risk
Sector’s market share shift should be apparent in mid-2023. CBG: stronger catalysts should kick in by 2H23. OSP: gradual QoQ earnings turnaround momentum.
Kalvalee Thongsomaung @ Bualuang Securities 7 March 2023
Carabao Group PCL: Substantial miss for 4Q22
Profit was below our estimate and that of the consensus. CBG reported earnings of Bt409m for 4Q22. The 4Q22 top-line rose 6% YoY.
Kalvalee Thongsomaung @ Bualuang Securities 20 February 2023
Thailand: Beverage - Price hikes energize market dynamics
Keep eyes peeled on the upcoming dynamic move! Our scenario for CBG: potentially adding Bt5-10/share. Our scenario for OSP: potentially adding Bt4/share.
Kalvalee Thongsomaung @ Bualuang Securities 17 February 2023
Thailand: Beverage - Better, but not the best
Better outlook, but not the best. A stable market share for CBG; OSP to struggle to rebuild share. We prefer CBG over OSP.
Kalvalee Thongsomaung @ Bualuang Securities 8 December 2022
Carabao Group PCL: Substantial miss for 3Q22
Profit was below our estimate and the consensus. CBG reported earnings of Bt475m for 3Q22. The 3Q22 top-line rose 19% YoY.
Kalvalee Thongsomaung @ Bualuang Securities 14 November 2022
Thailand: Beverage - No earnings drivers in sight
Street profit forecast-cutting threatens further stock price downside. Heightened competition continues to squeeze profitability. CBG—weak 3Q22; better numbers for 4Q22.
Kalvalee Thongsomaung @ Bualuang Securities 3 October 2022
Details
Thailand
Asia
Consumer Durables & Apparel
About
Carabao Group PCL, through its subsidiary, manufactures and distributes energy drinks.
