Thai Beverage Sector 1H Earnings Likely to Drop on Year -- Market Talk

Dow Jones

04/14

0211 GMT - Thailand's beverage sector 1H earnings are likely to drop on year, says UOB Kay Hian's Tanapon Cholkadidamrongkul in a note. The analyst identifies Carabao Group as the main laggard, as its international sales are plummeting while it faces an intense price war and increasing energy and freight costs. Its peer Osotspa could post a more upbeat performance as it was able to hedge its raw material costs and has a lower exposure to global markets than Carabao, he adds. UOB Kay Hian starts coverage of Carabao with a hold rating and 42.00 baht target price. It also initiates coverage of Osotspa with a buy rating and 20.00 baht target price. Carabao shares last closed at 38.00 baht while Osotspa shares last closed at 15.10 baht. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

April 13, 2026 22:11 ET (02:11 GMT)

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The analyst identifies Carabao Group as the main laggard, as its international sales are plummeting while it faces an intense price war and increasing energy and freight costs. Its peer Osotspa could post a more upbeat performance as it was able to hedge its raw material costs and has a lower exposure to global markets than Carabao, he adds. UOB Kay Hian starts coverage of Carabao with a hold rating and 42.00 baht target price. It also initiates coverage of Osotspa with a buy rating and 20.00 baht target price. Carabao shares last closed at 38.00 baht while Osotspa shares last closed at 15.10 baht. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 13, 2026 22:11 ET (02:11 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Thai Beverage Sector 1H Earnings Likely to Drop on Year -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThai Beverage Sector 1H Earnings Likely to Drop on Year -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-04-14 10:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0211 GMT - Thailand's beverage sector 1H earnings are likely to drop on year, says UOB Kay Hian's Tanapon Cholkadidamrongkul in a note. The analyst identifies Carabao Group as the main laggard, as its international sales are plummeting while it faces an intense price war and increasing energy and freight costs. Its peer Osotspa could post a more upbeat performance as it was able to hedge its raw material costs and has a lower exposure to global markets than Carabao, he adds. UOB Kay Hian starts coverage of Carabao with a hold rating and 42.00 baht target price. It also initiates coverage of Osotspa with a buy rating and 20.00 baht target price. Carabao shares last closed at 38.00 baht while Osotspa shares last closed at 15.10 baht. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 13, 2026 22:11 ET (02:11 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"Y92.SI","symbol_name":"泰國釀酒","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2627933924","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627933924","pubTimestamp":1776132660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0211 GMT - Thailand's beverage sector 1H earnings are likely to drop on year, says UOB Kay Hian's Tanapon Cholkadidamrongkul in a note. The analyst identifies Carabao Group as the main laggard, as its international sales are plummeting while it faces an intense price war and increasing energy and freight costs. Its peer Osotspa could post a more upbeat performance as it was able to hedge its raw material costs and has a lower exposure to global markets than Carabao, he adds. UOB Kay Hian starts coverage of Carabao with a hold rating and 42.00 baht target price. It also initiates coverage of Osotspa with a buy rating and 20.00 baht target price. Carabao shares last closed at 38.00 baht while Osotspa shares last closed at 15.10 baht. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"Y92.SI":"泰国酿酒"},"translate_title":"泰国饮料行业上半年盈利可能同比下降——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"Y92.SI":1.5},"content_text":"0211 GMT - Thailand's beverage sector 1H earnings are likely to drop on year, says UOB Kay Hian's Tanapon Cholkadidamrongkul in a note. The analyst identifies Carabao Group as the main laggard, as its international sales are plummeting while it faces an intense price war and increasing energy and freight costs. Its peer Osotspa could post a more upbeat performance as it was able to hedge its raw material costs and has a lower exposure to global markets than Carabao, he adds. UOB Kay Hian starts coverage of Carabao with a hold rating and 42.00 baht target price. It also initiates coverage of Osotspa with a buy rating and 20.00 baht target price. Carabao shares last closed at 38.00 baht while Osotspa shares last closed at 15.10 baht. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 13, 2026 22:11 ET (02:11 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}