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ThaiBev
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ThaiBev
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governor
Veteran |
05-Nov-2025 12:06
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Wolf Money(Thai Beverage PCL)https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneythai-beverage-pcl.html |
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Speediman
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04-Nov-2025 11:02
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Market valuation for alot of stocks is good. TB shouldnt miss this window opportunity. Now that the FY is over, if they can produce a good report for Beerco, should list it ASAP.
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n3wbie
Elite |
03-Nov-2025 23:22
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They keep talking about wanting to do it at the right valuations - not sure when is the right time!
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Speediman
Veteran |
03-Nov-2025 16:18
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TB management should strongly consider to spin off Beerco and list it soon. There is Plenty of hot money looking for better returns especially in light of lower interest rates. |
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Nippon72
Veteran |
02-Nov-2025 17:13
Yells: "Dude, is ALWAYS Time in the market than Timing the market! " |
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A matter of only when. Beer is recession proof and Thais / Viets are famous for drinking. Vested and will be nibbling more along the way. |
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vicloo
Supreme |
01-Nov-2025 09:27
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Any chance for us to move back 70c? | ||||
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governor
Veteran |
31-Oct-2025 17:17
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Wolf Money(portfolio update end Oct 2035) Commentary A couple of &ldquo ins&rdquo to the portfolio in Sept was followed by a couple of &ldquo outs&rdquo in Oct. Follow by a seller&rsquo s remorse which was follow by &ldquo Queen&rsquo s Gambit&rdquo . I am not convinced by the bullish market, even though I might have a bit more confidence with my own analysis. Both sold positions of CH Offshore and Thai Beverage turned in a positive gain for Lone Wolf Fund. Bringing the YTD gain to 17.5%(unleveraged excluding dividends and cash yield). https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneyportfolio-update-end-oct-2035.html |
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governor
Veteran |
28-Oct-2025 14:51
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Wolf Money(Thai Beverage PCL)sold https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneythai-beverage-pclsold_28.html?m=1 |
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1362945
Member |
27-Oct-2025 09:32
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Strong support to breakout. Thai market early signs of stabilisation and recovery of values lost from last 18 months of chaos. Very good moment to spinoff the planned IPO and remodel the business. |
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vivacious
Supreme |
23-Oct-2025 16:46
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back to 60c soon | ||||
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PiRPiR
Master |
22-Oct-2025 19:43
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Thailand's Cabinet directed government agencies on Monday to overhaul beer licensing regulations following an ombudsman investigation that found current rules create unfair monopolies and block small brewers from entering the market.The decision comes after the Office of the Ombudsman concluded that existing licensing requirements for canned beer production effectively prevent small and medium-sized breweries from obtaining permits, favoring large established players in Thailand's 200 billion baht ($5.6 billion) beer market
https://www.perplexity.ai/page/thailand-orders-review-of-beer-Ga_RIwznS6C8IS79.EITqg |
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beetlejuice
Master |
22-Oct-2025 09:52
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等 久 久 一 定 有 . 🍻
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sengkang
Master |
21-Oct-2025 17:21
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Beerco. How ahhh?
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Trade8668
Member |
21-Oct-2025 17:19
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Shortist are trying very hard to push the it down. This stock are good to accumulate to collect dividend while those shortist are pushing it down
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governor
Veteran |
21-Oct-2025 10:46
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Wolf Money(Thai Beverage PCL)
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vicloo
Supreme |
21-Oct-2025 10:32
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On the way back to Dec24 levels 59-60c.
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governor
Veteran |
17-Oct-2025 15:55
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Wolf Money(Thai Beverage PCL)soldhttps://lonewolfinvestor.blogspot.com/2025/10/wolf-moneythai-beverage-pclsold.html |
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vivacious
Supreme |
10-Oct-2025 09:33
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UNDERVALUED. | ||||
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SDEXXXXD
Veteran |
10-Oct-2025 09:31
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Crawling up to 49.0 cts | ||||
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beetlejuice
Master |
04-Oct-2025 10:08
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Beerco IPO is a matter of when, not if.
I will collect dividends while waiting.
The ground is sweet as our local IPO mkt heats up.
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