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29 articles for Osotspa 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
Osotspa PCL: Weak 4Q22 results as expected
4Q22 weak results were in-line with our estimate, missed consensus. OSP reported a net profit of Bt336m for 4Q22. OSP’s 4Q22 revenue fell 8% YoY but increased 4% QoQ.
Kalvalee Thongsomaung @ Bualuang Securities 23 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
Osotspa PCL: Weak 3Q22 result, as expected
Weak earnings in line with our estimate, but missed the street. OSP reported a net profit of Bt244m for 3Q22. Revenue was flat YoY and slid 14% QoQ.
Kalvalee Thongsomaung @ Bualuang Securities 10 November 2022
Osotspa PCL: Profit set to dive YoY and QoQ
Earnings forecasts cut for 2022 and 2023. OSP’s 3Q22 profit looks set to dive by 60% YoY and 62% QoQ. Management believes in its mitigation plans.
Kalvalee Thongsomaung @ Bualuang Securities 18 October 2022
Details
Thailand
Asia
Consumer Durables & Apparel
About
Osotspa Public Company Limited produces and distributes non-alcoholic beverages. The Company offers energy drinks and candies. Osotspa also provides personal and health care products, including shampoos, deodorant, soaps, herbal medicines, and creams. Osotspa serves customers in Thailand.
