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Thai Beverage Community
SGX:Y92 Community
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Thai Beverage
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
IBIL's Increased Stake In Fraser And Neave Will Expand Future Market Reach
Key Takeaways Improved operational efficiencies and reduced costs in the beer business are expected to enhance profitability and increase net margins. Successful marketing and strategic expansions in nonalcoholic beverages could significantly boost sales volumes and revenue growth.
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S$0.61
FV
21.7% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
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about 16 hours ago
author updated this narrative
Thai Beverage
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Demand Dips And Costs Will Cripple Spirits Yet Efficiency Lifts
Key Takeaways Economic weakness and rising health consciousness are suppressing demand in core segments, risking stagnant revenue and loss of market share. Expansion into premium and non-alcoholic products faces execution risks, with slow growth and weak associated companies weighing on earnings.
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S$0.45
FV
6.6% overvalued
intrinsic discount
2.80%
Revenue growth p.a.
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0
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1
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about 16 hours ago
author updated this narrative
Thai Beverage
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Growing Southeast Asia Middle Class Will Fuel Premium Demand
Key Takeaways Historic margin expansion is likely, driven by improved costs, efficiency, premiumization, and innovation in both beer and non-alcoholic segments. Rapid ASEAN growth, regulatory easing, and digital transformation should boost revenue diversification, market share, and long-term earnings resilience.
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S$0.74
FV
35.0% undervalued
intrinsic discount
10.54%
Revenue growth p.a.
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about 17 hours ago
author updated this narrative
Your Valuation for
Y92
Y92
Thai Beverage
Your Fair Value
S$
Current Price
S$0.48
17.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
426b
2015
2018
2021
2024
2025
2027
2030
Revenue ฿425.6b
Earnings ฿33.1b
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