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Thai Beverage Public Company Limited Stock Price

SGX:Y92 Community·S$10.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 46 Fair Values set on narratives written by author

Y92 Share Price Performance

S$0.43
-0.02 (-4.44%)
S$0.39
Fair Value
S$0.43
-0.02 (-4.44%)
11.1% overvalued intrinsic discount
S$0.39
Fair Value
Price S$0.43
AnalystLowTarget S$0.39
AnalystHighTarget S$0.61
AnalystConsensusTarget S$0.51

Y92 Community Narratives

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Fair Value S$0.39 11.1% overvalued intrinsic discount

Demand Dips And Costs Will Cripple Spirits Yet Efficiency Lifts

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Fair Value S$0.61 29.1% undervalued intrinsic discount

Growing Southeast Asia Middle Class Will Fuel Premium Demand

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Fair Value S$0.51 15.0% undervalued intrinsic discount

Analysts Slightly Lower Thai Beverage Price Target Following Minor Valuation Adjustments

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S$0.51
15.0% undervalued intrinsic discount
Revenue
4.14% p.a.
Profit Margin
8.38%
Future PE
12.88x
Price in 2029
S$0.63
S$0.39
11.1% overvalued intrinsic discount
Revenue
2.68% p.a.
Profit Margin
8.42%
Future PE
10.3x
Price in 2029
S$0.48
S$0.61
29.1% undervalued intrinsic discount
Revenue
6.64% p.a.
Profit Margin
8.16%
Future PE
14.63x
Price in 2029
S$0.75

Trending Discussion

Updated Narratives

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Y92: Interim Dividend Timeline And Lower P/E Should Support Share Price

Fair Value: S$0.51 15.0% undervalued intrinsic discount
20 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Y92: Lower Revenue Assumptions And Modest Margins Will Constrain Future Upside Potential

Fair Value: S$0.39 11.1% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Y92: Updated Capital Structure Will Support Future Upside Potential

Fair Value: S$0.61 29.1% undervalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Undervalued established dividend payer.

2 Risks
3 Rewards

Thai Beverage Public Company Limited Key Details

฿330.0b

Revenue

฿223.7b

Cost of Revenue

฿106.3b

Gross Profit

฿79.7b

Other Expenses

฿26.6b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.06
32.22%
8.06%
103.7%
View Full Analysis

About Y92

Founded
2003
Employees
n/a
CEO
Thapana Sirivadhanabhakdi
WebsiteView website
www.thaibev.com

Thai Beverage Public Company Limited, together with its subsidiaries, produces and distributes alcoholic and non-alcoholic beverages, and food products in Thailand, Vietnam, Malaysia, Myanmar, Singapore, and internationally. It operates through Spirits, Beer, Non-Alcoholic Beverages, Food, and Others segments. The company offers beer; malt and yeast; spirits; mineral, drinking, and soda water; coffee, energy drinks, tea, fruit flavored drinks, and dairy products; canned food; ice cream; rice cakes/cubes, cooking needs, instant dessert powders, pre-mix beverages, and bread spreads; and soft drinks, electrolyte drinks, isotonic, milk, soya, juices, and confectioneries. It also provides chilled and frozen food; beer concentrates; mechanical equipment; bricks and oak barrels; biogas; transportation by car; franchising; plastic packaging; investment and asset management; accounting; human resources and organization development; advertising and marketing; logistics; recycling; warehousing and storage; printing; education training; general and brands management; marketing management consulting; marketing research; treasury and financial; consultancy; public cold storage; machine repair; technical application; and digital and technology services. In addition, the company is involved in the publishing of trade directory, business information, education, library reference, and trade books; trading of molasses, fertilizers, feeds, bottles, procurement and supplies; production of plastic packaging; property investment, development, management, and rental; manufacture and installation of food manufacturing equipment; wholesale and retail of food, beverage, and tobacco; and operation of japanese restaurants, bakeries, and vending machines. Further, it engages in trademark holding; e-commerce; book and magazine distribution; and retail of books, stationery, magazines, and periodicals. Thai Beverage Public Company Limited was incorporated in 2003 and is based in Bangkok, Thailand.

Recent Y92 News & Updates

Narrative Update Jun 03

Y92: Lower Revenue Assumptions And Modest Margins Will Constrain Future Upside Potential

Analysts have raised their price target on Thai Beverage to SGD0.39 from SGD0.37, citing updated assumptions that reflect their latest views on fair value, revenue growth, profit margins and future P/E. What's in the News No recent company specific news items or key developments are available from the referenced sources at this time.
Narrative Update May 15

Y92: Higher Discount Rate Assumptions Will Limit Future Upside Potential

Analysts have slightly reduced their SGD fair value estimate for Thai Beverage to SGD0.37 from SGD0.38, reflecting updated views on revenue growth, profit margins and the stock's forward P/E multiple. Valuation Changes Fair Value: SGD0.38 has been reduced slightly to SGD0.37.

Recent updates

No updates