Added to YB: 2025-04-08
Pitch date: 2025-04-06
HTC.BK [neutral]
Haad Thip Public Company Limited
-1.37%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
Company Info
Haad Thip Public Company Limited, together with its subsidiaries, manufactures and distributes soft drinks in Thailand.
Market Cap
THB 6.5B
Pitch Price
THB 15.01
Price Target
N/A
Dividend
6.46%
EV/EBITDA
6.37
P/E
10.71
EV/Sales
0.91
Sector
Beverages
Category
growth
Haad Thip Public Company Limited - $HTC.BK
HTC.BK (wait): Coca-Cola bottler in S. Thailand. 9.6x P/E, 6.4% yield. Strong moat, 84% market share. New CEO since 2019 improved margins. 4.4% volume CAGR, price hikes. Capacity expansion, efficiency gains. Sugar tax concerns. Low-sugar products growing. 2027 P/E 8.7x projected. Waiting for H1 2025 results post-tax hike.
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