ThaiBev Remains Attractively Priced; to Benefit From on Track Tourism Recovery in Thailand: UOBKH

The Edge Singapore2023-04-10

UOB Kay Hian analyst Llelleythan Tan is keeping his “buy” call on Thai Beverage (ThaiBev) as Thailand’s tourism recovery remains on track.The food and beverage (F&B) group is a beneficiary of the ...

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Comments

Weew
2023-04-11
Weew
Ok
YJ1990
2023-04-10
YJ1990
Hmmmmm when will it moon?
WilliamWin
2023-04-10
WilliamWin
😀
TeslaLegend
2023-04-10
TeslaLegend
Nice
- moliya:
  really
HLPA
2023-04-10
HLPA
As I meantioned in my post last week, ThaiBev is a good proxy to the economy of Thailand. Immediate target should be 0.68 in the next few weeks or quicker should market sentiments rac up
- HLPA:
  No brainer to pick up ThaiBev now (Wed 12April2023) at 0.64 and wait for the rebound
- HLPA:
  No brainer to buy up at 0.64 now and wait for the rebound
- GoodLife99:
  [OK]
- icycrystal:
  thanks for sharing
- lesing:
  K

Leave a comment

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Since Tan’s update in January, the country has seen a spike in tourists from China, which is in line with his earlier expectations.In January and February, Thailand saw 91,841 and 155,656 Chinese tourists respectively, up by 28.5 times y-o-y and 30.8 times y-o-y.“Moving forward, we reckon that Chinese tourist arrivals would continue its upward momentum throughout 2023, given that February arrivals were only at 15% of pre-Covid-19 levels,” says Tan.While there was a slight dip in overall tourist arrivals in February at 2.11 million visitors or down 1.5% m-o-m, Tan attributes this to seasonal factors. In his view, tourist arrivals are expected to continue improving in 2023.“Thailand’s tourism council expects 25 million – 30 million tourists in 2023. 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That said, better-than-expected cost management may reflect an upside to Tan’s estimates.Tan also expects ThaiBev’s 2QFY2023 ebitda for the non-alcoholic beverages (NAB) segment to fall by around 20% y-o-y as ebitda margins are expected to compress from higher marketing activities and an overall inflationary cost push. While the group’s food segment faces the same issues, the analyst is expecting it to report a 10% y-o-y growth in its 2QFY2023 ebitda due to the low base in the 2QFY2022.Overall, the analyst is estimating ThaiBev’s revenue for the 1HFY2023 to grow by 6% to 8% y-o-y backed by higher revenue contributions from the brown spirits, beer, NAB and food segments.At the same time, however, he expects its ebitda for the 1HFY2023 to fall by 8% to 10% y-o-y, which implies ebitda margins of 16.6% compared with the margins of 19.8% in the 1HFY2022. 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Immediate target should be 0.68 in the next few weeks&nbsp; or quicker should market sentiments rac up","listText":"As I meantioned in my post last week, ThaiBev is a good proxy to the economy of Thailand. Immediate target should be 0.68 in the next few weeks&nbsp; or quicker should market sentiments rac up","text":"As I meantioned in my post last week, ThaiBev is a good proxy to the economy of Thailand. Immediate target should be 0.68 in the next few weeks or quicker should market sentiments rac up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":11,"repostSize":0,"link":"https://ttm.financial/post/9942928136","repostId":1151231332,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":106286677,"gmtCreate":1681272308988,"gmtModify":1681272620587,"authorId":3569274903458035,"author":{"id":3569274903458035,"authorId":3569274903458035,"name":"HLPA","avatar":"https://static.tigerbbs.com/07e7b987a9127c5a47dbc3ae02db548b","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 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