Added to YB: 2025-04-03
Pitch date: 2025-04-01
OSP.BK [neutral]
Osotspa Public Company Limited
+22.65%
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
Osotspa Public Company Limited, together with its subsidiaries, manufactures and distributes energy drinks and personal care products worldwide.
Market Cap
THB 40.6B
Pitch Price
THB 13.13
Price Target
N/A
Dividend
4.44%
EV/EBITDA
11.39
P/E
24.75
EV/Sales
1.52
Sector
Beverages
Category
turnaround
Travel notes: Pattaya - Osotspa Public Company Limited
OSP.BK (overview): Thai energy drink leader (45% mkt share) facing competition from Carabao, Myanmar coup impact & cannibalization. New leadership driving turnaround: cost-cutting, Central Retail exec hire, improved Q4. Clean balance sheet, 15x fwd P/E, 4.1% div yield. Early stages, needs more evidence before buying.
Read full article (2 min)