Jean Pierre Verster from Fairtree Capital chose Thai Beverage as his stock pick of the day and Mia Kruger from Kruger International Asset & Wealth Management chose Oracle. Thai Beverage is listed in Singapore and the dominant brewer in Thailand. The company is also in talks to buy a 25% stake in a monopoly a state-owned brewer in Vietnam. He says that beer is a great business and Thai Beverage is fairly priced compared with other breweries around the world. “You are diversifying towards quality when buying Thai Beverages,” he says. Oracle is, according to Kruger, in good shape. It is one of the main data storage service providers, and as the population and technical industries grow, so does the demand for these storage solutions. Oracle has invested a lot in creating a cloud storage for clients and the return on its business has increased by 25% in the past year OR LISTEN TO THE FULL SHOW:
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