Thai Beverage

ThaiBev optimistic in Thailand for second half of 2026 despite weaker beer sales

Revenue for the segment is down 5.4% at 62.6 billion baht for the six months ended Mar 31

The maker of Chang Beer says that excluding a one-off loss, its attributable profit from normal business operations would have been 16 billion baht.

ThaiBev H1 profit falls 3.2% to 14.2 billion baht on impairment loss

An interim dividend of 0.15 baht per share is declared for the half-year

ThaiBev's beer segment recorded a 14 per cent year-on-year decline in revenue to 30.9 billion baht.

ThaiBev Q1 Ebitda up 1.8% at 16.7 billion baht despite lower revenue

Sales revenue falls by 6% to 86.7 billion baht amid weaker consumer sentiment

ThaiBev has potential for margin expansion and "value unlock corporate activities" at its subsidiary F&N, says DBS.
BROKERS’ TAKE

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Aletheia Capital downgrades ThaiBev due to Thailand’s alcohol restrictions

Frasers Property says the capital injections will be used to support the joint venture's investment in BetterBe Marketplace, an online marketplace operator.

Frasers Property unit to lend up to 938.6 million baht to JV with two ThaiBev units

Capital injections will advance the technology and digitalisation of both Frasers Property Group and Thai Beverage Group

Thai Beverage's revenue dipped amid macroeconomic challenges that led to “softening consumer sentiment across key markets”.

ThaiBev’s full-year net profit falls 6.8% to 25.4 billion baht

The board has declared a final dividend of 0.47 baht per share

The Straits Times Index is up 3.4% for the week.

Singapore shares continue to climb; STI up 0.4%

Across the broader market, gainers beat losers 336 to 247, as 1.6 billion securities worth S$1.7 billion change hands

Ebitda for ThaiBev's beer segment increases 4% from previous year due to lower raw material cost and more efficient production.

Thai Beverage 9-month Ebitda falls 4% to 45 billion baht

Sales revenue for the nine months ended Jun 30 is 258.6 billion baht, down 0.4%

Across the broader market, advancers outnumber decliners 358 to 198, as 1.9 billion securities worth S$1.4 billion change hands.

Singapore shares continue winning streak; STI up 0.7%

The benchmark index reaches a high for a fourth consecutive trading day at 4,161.43