Thai Beverage (SGX:Y92) Valuation Check After Softer Q1 Sales And Resilient EBITDA Performance

Simply Wall St.

Feb 19

Thai Beverage (SGX:Y92) is back in focus after bourse filings showed a 6% first quarter sales revenue decline tied to weaker consumer sentiment, along with a 1.8% gain in EBITDA, highlighting a mixed ...

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See our latest analysis for Thai Beverage. The recent 6% first quarter sales revenue decline and Thai Beverage's fixed income offering arrive alongside relatively steady market action, with a 30 day share price return of 2.15% and a 5 year total shareholder return decline of 18.81%, suggesting fading longer term momentum despite short term resilience. If Thai Beverage's mixed signals have you thinking about diversification, it could be a good time to scan a fresh set of ideas with our 103 top founder-led companies. With a 6% sales revenue drop, slightly higher EBITDA, and shares trading below some valuation estimates, is Thai Beverage quietly offering value right now, or are markets already pricing in whatever growth comes next? AdvertisementMost Popular Narrative: 15.1% Undervalued Thai Beverage's most followed narrative points to a fair value of about SGD0.56 per share versus the last close at SGD0.48, framing a modest valuation gap that rests on detailed forecasts for earnings, margins and future valuation multiples.  The beer business’s improved operational efficiencies and lower raw material costs are expected to positively impact net margins, supporting higher profitability in future quarters. The successful marketing campaigns and distribution expansion in the nonalcoholic beverages segment could lead to increased sales volumes and revenue growth.  Read the complete narrative. Curious what kind of revenue climb and margin lift are baked into that view, and what future earnings multiple ties it all together? The full narrative lays out the step by step earnings path, the assumed profitability reset, and the pricing power the market would need to accept to get to that fair value. Result: Fair Value of SGD0.56 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the narrative could easily crack if higher raw material and marketing costs keep pressuring spirits margins, or if potential licensing changes in Thailand squeeze its dominant position. Find out about the key risks to this Thai Beverage narrative. Next Steps If this mix of cautious and optimistic signals feels finely balanced, you may wish to move quickly to review the full picture for yourself, starting with our 2 key rewards and 2 important warning signs. Looking for more investment ideas? If Thai Beverage is just one piece of your watchlist, now is the moment to broaden your opportunity set with curated ideas built from our screeners.  Target quality at a discount by reviewing our 223 high quality undervalued stocks that highlight companies with appealing prices relative to their fundamentals. Lock in potential income streams by scanning the 435 dividend fortresses that focus on companies offering higher yields. Protect your downside by checking 329 resilient stocks with low risk scores that spotlight businesses with more resilient risk profiles.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Thai Beverage might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}