Opinions
Darren Sissons
Thai Beverage PCL
TBVPF-OTC
PAST TOP PICK
Jul 30, 2020
(A Top Pick Jul 26/19, Down 21%) Distilled alcohol plus beer. Good value here. He continues to like it and hold it.
$0.460
Stock price when the opinion was issued
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TOP PICK
Pan-Asian conglomerate. Have grown there for the last 15 years about 9% per annum. Just bought a Vietnamese beer company. Thinks it's actually on sale here. Likes the exposure to this part of the world. Also a whisky story. A beer company but has the growth of a distilled beverage company. Have some exposure to The Vietnamese Milk Company which is one of the fastest growing company on the planet. (Analysts’ price target is $0.89)
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TOP PICK
The price target is in SGD. A recovery story. A pan-asian conglomerate. Thailand is a very strong economy. Manufacturing exports is growing in the country. Fundamentals are growing. Emerging market respondent. $20B CAD company. Good growth drivers. Has traded 50% higher in the past. Will do well with the reopening. (Analysts’ price target is $0.89)
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