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Thai Beverage retains its bull at RHB Research for its strong market leadership position in Thailand and Vietnam. The Singapore-listed beer maker offers long-term exposure to the two markets' growth, says analyst Alfie Yeo, noting Vietnam in particular has a strong 2026 economic growth outlook, He reckons the company is on track to meet RHB Research' s Ebitda estimates thanks to its margin expansion, despite slower sales. They expect Thai Beverage' s outlook to remain upbeat, as input costs for beer are likely to remain favorable while its hedges are well-covered.
RHG Research retains its buy rating and S$0.62 target price.
RHG Research retains its buy rating and S$0.62 target price.
vivacious ( Date: 19-Feb-2026 20:51) Posted:
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70c coming
Based on its 1st quarter results and improved earnings, DBS maintains its buy rating and S$0.62 target price.
Thai Beverage's Spirit Sales Revenue Up 3.5% in Fiscal Q1
12:40 AM EST, 02/16/2026 (MT Newswires) -- Thai Beverage's (SGX:Y92) spirit sales revenue for the first fiscal quarter ended Dec. 31, 2025, rose by 3.5% year over year to 33.4 billion baht, according to a Friday filing with the Singapore Exchange.
Shares of the beverage company closed over 1% higher on Monday.
The increased revenue from the spirits segment offset a 14.4% year-over-year decline in sales revenue from the beer business and an 8.6% year-over-year revenue drop from the non-alcoholic beverages division.
12:40 AM EST, 02/16/2026 (MT Newswires) -- Thai Beverage's (SGX:Y92) spirit sales revenue for the first fiscal quarter ended Dec. 31, 2025, rose by 3.5% year over year to 33.4 billion baht, according to a Friday filing with the Singapore Exchange.
Shares of the beverage company closed over 1% higher on Monday.
The increased revenue from the spirits segment offset a 14.4% year-over-year decline in sales revenue from the beer business and an 8.6% year-over-year revenue drop from the non-alcoholic beverages division.
Based on 1st quarter report, earnings increased by 1.8% althought sales volume down by 6%,
Sales volume down may be due to Chinese New Year falls on Feb this year as compare to Jan last year.
Better earnings may be due to better costs control, lower borrowing interest rate, stronger Thai Baht vs USD or better product pricings.
2nd quarter earnings and sales volume expected to be better than last year due to inclusive of Chinese New Year demands on Feb this year.
Hopefully, share price will raise by then ...HUAT Ah !!!!
Sales volume down may be due to Chinese New Year falls on Feb this year as compare to Jan last year.
Better earnings may be due to better costs control, lower borrowing interest rate, stronger Thai Baht vs USD or better product pricings.
2nd quarter earnings and sales volume expected to be better than last year due to inclusive of Chinese New Year demands on Feb this year.
Hopefully, share price will raise by then ...HUAT Ah !!!!
50c coming
XD day
Thai Beverage Public Company Limited announced on Jan, 29 2026 that Singapore Exchange Securities Trading Limited has no objection to the company continuing to use its market capitalisation as the reference point for calculating materiality thresholds for interested person transactions under Rules 905 and 906 of the Listing Manual for the financial year ending Sep, 30 2026.
The approval extends a practice first confirmed on Dec, 17 2024. The group said its consolidated audited net tangible assets remain low at about 0.48 billion Singapore dollars, versus a market capitalisation of roughly 11.68 billion Singapore dollars as of Sep, 30 2025, making market capitalisation the more meaningful metric for threshold calculations.
Thai Beverage?s market capitalisation for the purpose of the thresholds will be determined by averaging its daily market value during the final month of the preceding financial year, calculated from the total number of outstanding shares multiplied by the volume-weighted average price on each trading day.
The approval extends a practice first confirmed on Dec, 17 2024. The group said its consolidated audited net tangible assets remain low at about 0.48 billion Singapore dollars, versus a market capitalisation of roughly 11.68 billion Singapore dollars as of Sep, 30 2025, making market capitalisation the more meaningful metric for threshold calculations.
Thai Beverage?s market capitalisation for the purpose of the thresholds will be determined by averaging its daily market value during the final month of the preceding financial year, calculated from the total number of outstanding shares multiplied by the volume-weighted average price on each trading day.
https://tigr.link/s/30Dufzi
Thai Beverage ? Cash Flow Trumps Profits
Thai Beverage, Southeast Asia's premier beverage corporation, oversees a diverse array of businesses spanning spirits, beer, food, and non-alcoholic drinks, and holds controlling stakes in Vietnam's SABECO and a 69.65% interest in Fraser and Neave, Limited.
In FY2025, the group recorded a 2% decrease in revenue to THB 333.3 billion and a 7% fall in net profit to THB 25.4 billion.
This weakness was primarily fueled by a 14% revenue contraction in the Vietnamese beer market and a strategic share exchange that diminished contributions from its stake in Frasers Property Limited.
Yet, in a counterintuitive move, Thai Beverage elevated its dividend in the face of declining profits.
Free cash flow surged by 13% year-on-year to THB 32.4 billion.
Efficient working capital management propelled operating cash flow upward by 21% year-on-year to THB 46.0 billion, serving as a crucial reminder that dividends are funded by cash, not accounting earnings.
As of 30 September 2025, Thai Beverage held THB 43.8 billion in cash against total debt of THB 227.5 billion?presenting the least favorable balance sheet ratio among the three companies discussed.
Thai Beverage announced a total dividend of THB 0.62 per share for FY2025, up from THB 0.60 the previous year.
Following an interim payment, a final dividend of THB 0.47 per share has been declared, with an ex-dividend date of 5 February 2026 and payment scheduled for 27 February 2026.
At the current share price of approximately S$0.48, the company offers a trailing dividend yield of about 5.2%.
The assessment of Thai Beverage's dividend sustainability is guardedly optimistic, as the THB 32.4 billion in free cash flow comfortably covers the current distribution.
While the 13% improvement in cash generation is a positive indicator of operational efficiency, the company's substantial debt load warrants continuous investor vigilance.
Ultimately, the dividend's long-term security will rely on management's success in reversing recent revenue declines through consistent operational enhancements in the year ahead.
Thai Beverage ? Cash Flow Trumps Profits
Thai Beverage, Southeast Asia's premier beverage corporation, oversees a diverse array of businesses spanning spirits, beer, food, and non-alcoholic drinks, and holds controlling stakes in Vietnam's SABECO and a 69.65% interest in Fraser and Neave, Limited.
In FY2025, the group recorded a 2% decrease in revenue to THB 333.3 billion and a 7% fall in net profit to THB 25.4 billion.
This weakness was primarily fueled by a 14% revenue contraction in the Vietnamese beer market and a strategic share exchange that diminished contributions from its stake in Frasers Property Limited.
Yet, in a counterintuitive move, Thai Beverage elevated its dividend in the face of declining profits.
Free cash flow surged by 13% year-on-year to THB 32.4 billion.
Efficient working capital management propelled operating cash flow upward by 21% year-on-year to THB 46.0 billion, serving as a crucial reminder that dividends are funded by cash, not accounting earnings.
As of 30 September 2025, Thai Beverage held THB 43.8 billion in cash against total debt of THB 227.5 billion?presenting the least favorable balance sheet ratio among the three companies discussed.
Thai Beverage announced a total dividend of THB 0.62 per share for FY2025, up from THB 0.60 the previous year.
Following an interim payment, a final dividend of THB 0.47 per share has been declared, with an ex-dividend date of 5 February 2026 and payment scheduled for 27 February 2026.
At the current share price of approximately S$0.48, the company offers a trailing dividend yield of about 5.2%.
The assessment of Thai Beverage's dividend sustainability is guardedly optimistic, as the THB 32.4 billion in free cash flow comfortably covers the current distribution.
While the 13% improvement in cash generation is a positive indicator of operational efficiency, the company's substantial debt load warrants continuous investor vigilance.
Ultimately, the dividend's long-term security will rely on management's success in reversing recent revenue declines through consistent operational enhancements in the year ahead.
60c coming
06:15 AM EST, 01/26/2026 (MT Newswires) -- Glass Lewis issued a controversy alert for Thai Beverage (SGX:Y92) shareholders ahead of the company's annual general meeting on Jan. 30, according to a recent release.
The alert relates to the frequent absences of executive chairman Charon Sirivadhanabakdi during company meetings.
In the previous financial year, Sirivadhanabakdi attended one out of five board meetings and two out of 13 executive committee meetings, while being absent from shareholder meetings.
The executive is up for reelection at the upcoming annual general meeting.
The alert's rationale relates to a precedent-setting and unique ESG issue and falls under board effectiveness and board responsiveness.
The alert relates to the frequent absences of executive chairman Charon Sirivadhanabakdi during company meetings.
In the previous financial year, Sirivadhanabakdi attended one out of five board meetings and two out of 13 executive committee meetings, while being absent from shareholder meetings.
The executive is up for reelection at the upcoming annual general meeting.
The alert's rationale relates to a precedent-setting and unique ESG issue and falls under board effectiveness and board responsiveness.
coming!!
john_ric ( Date: 21-Jan-2026 09:59) Posted:
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Today's trade
0.470 4.60M 78.88%
0.465 1.23M 21.12%
0.470 4.60M 78.88%
0.465 1.23M 21.12%
Can break 50 then say
62c tp... let' s go
Speediman ( Date: 20-Jan-2026 22:28) Posted:
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https://www.theedgesingapore.com/capital/brokers-calls/thaibev-may-list-spirits-business-thailand-later-year-dbs-suggests-beer
List List List talk for years already
Yes this a disappointing Company....
Whats their plan for the new world where youngsters dont go drinking?
Jiyaji ( Date: 18-Jan-2026 20:30) Posted:
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Me too. Biggest loser in my portfolio. Almost everyday I want to sell but somehoe hold back. Guess a matter of time.
vivacious ( Date: 18-Jan-2026 14:38) Posted:
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It is always such moment that when you have given up, the price will cheong north.
Market has yet to acknowledge the potential, meanwhile just collect divvy which is quite decent. Regardless of economy, people either drink to celebrate or drown their sorrow.
Vested
Market has yet to acknowledge the potential, meanwhile just collect divvy which is quite decent. Regardless of economy, people either drink to celebrate or drown their sorrow.
Vested