Added to YB: 2026-05-19
Pitch date: 2026-05-15
AWI.SI [bullish]
Thakral Corporation Ltd
-0.51%
current return
Author Info
No bio for this author
Company Info
Thakral Corporation Ltd, an investment holding company, markets and distributes beauty, fragrance, and lifestyle products in Singapore, India, rest of South Asia, the People’s Republic of China, North America, Australia, Japan, and internationally.
Market Cap
SGD 249.3M
Pitch Price
SGD 1.95
Price Target
5.32 (+174%)
Dividend
3.59%
EV/EBITDA
4.65
P/E
1.44
EV/Sales
0.84
Sector
Distributors
Category
value
A Singapore-listed conglomerate that trades at S$192M - Thakral Corporation Ltd
AWI.SI: Singapore conglomerate at S$192M mkt cap vs S$676M SOTP (63% discount). GemLife stake alone worth S$244M. Exclusive DJI drone distrib (7 countries), L'Oreal Luxe, Nespresso. Osaka RE 99% occupied, 95% Gurugram dev. 1.5x P/E, 0.78x P/B, 59% ROE. Div +62.5%, buybacks active. Catalysts: GemLife escrow mid-2026, drone mfg May 2026.
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