logo transparent gif
top_white_spacer
Home Latest Stock Forum Topics MyCorner - Personal Stocks Porfolio Stock Lists Investor Insights Investor Research & Links Dynamic Stock Charting FREE Registration About Us top spacer top spacer
 User Password Auto-Login
Enter Stock
 
righttip
branding

Back
First   < Newer   10061-10080 of 10965   Older>   Last  
Latest Forum Topics / ThaiBev    Last:0.43    +0.005  Post Reply
ThaiBev

bishan22
Supreme
19-Jul-2018 15:15     
 
bishan22 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Sis...makan some after seeing 20 to 50L scoop. Bb very hungry leh.. hope can see 80. Hahaha.

halleluyah      ( Date: 19-Jul-2018 15:05) Posted:

bro bishan, lu dah makan boh???

bishan22      ( Date: 19-Jul-2018 13:51) Posted:

BB makan @ 74.
 Useful To Me  Not Useful To Me
halleluyah
Supreme
19-Jul-2018 15:05     
 
halleluyah About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		bro bishan, lu dah makan boh???

bishan22      ( Date: 19-Jul-2018 13:51) Posted:

BB makan @ 74.
 Useful To Me  Not Useful To Me


bishan22
Supreme
19-Jul-2018 13:51     
 
bishan22 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		BB makan @ 74.
 Useful To Me  Not Useful To Me
lingua101
Veteran
19-Jul-2018 12:14     
 
lingua101 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		wow seems bullish now. lucky i have not shorted it.
 Useful To Me  Not Useful To Me
fatpanda
Supreme
18-Jul-2018 16:27     
 
fatpanda About Contact  Quote this Post! Style: Technical   Mood: excited
Yells: "Another wonderful day!"
  x 0
  x 0

 Alert Admin 		Good try. 

lingua101      ( Date: 18-Jul-2018 16:17) Posted:

74 cents now.  should I short it?
 Useful To Me  Not Useful To Me


lingua101
Veteran
18-Jul-2018 16:24     
 
lingua101 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		i can only tell post the situation....

investshare      ( Date: 10-Jul-2018 12:09) Posted:

But since you already see through their plot, why can?t follow them?

lingua101      ( Date: 10-Jul-2018 10:48) Posted:

my point, they have " insider" info.    I am not
 Useful To Me  Not Useful To Me
lingua101
Veteran
18-Jul-2018 16:17     
 
lingua101 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		74 cents now.  should I short it?
 Useful To Me  Not Useful To Me
notredame
Member
16-Jul-2018 08:34     
 
notredame About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		https://research.sginvestors.io/2018/07/thai-beverage-rhb-securities-research-2018-07-12.html

RHB Invest 2018-7-12: Bright Long Term Prospect
Maintain BUY and a new SGD 1.02 Target Price.
 Useful To Me  Not Useful To Me


investshare
Supreme
10-Jul-2018 12:09     
 
investshare About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		But since you already see through their plot, why can?t follow them?

lingua101      ( Date: 10-Jul-2018 10:48) Posted:

my point, they have " insider" info.    I am not.

investshare      ( Date: 09-Jul-2018 17:58) Posted:

So easy? Why not you just follow and short along them
 Useful To Me  Not Useful To Me
BillionX
Senior
10-Jul-2018 11:23     
 
BillionX About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

​ Fundamentally this stock is worth a buy.It is the entry price that matters. Company is driven by family and the markets that it operates in are high growth big population.Product range F& B. Decent dividend.Good entry price now to accumulate.
 Useful To Me  Not Useful To Me
lingua101
Veteran
10-Jul-2018 10:48     
 
lingua101 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		my point, they have " insider" info.    I am not.

investshare      ( Date: 09-Jul-2018 17:58) Posted:

So easy? Why not you just follow and short along them?

lingua101      ( Date: 09-Jul-2018 17:31) Posted:

the way I  look at it is this way.

I am betting many of discretionary portfolio hols ThaiBev in their portfolios.    Because of JP issue sell order, then it will trigger sell order, some may happen automaticallly.  when the price drops, it will cause more sell order again..... 

should the authority prevent JP buying thaibev (or any counter) after its issue sell order?

otherwise it will benefit from it
 
 Useful To Me  Not Useful To Me
investshare
Supreme
09-Jul-2018 17:58     
 
investshare About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		So easy? Why not you just follow and short along them?

lingua101      ( Date: 09-Jul-2018 17:31) Posted:

the way I  look at it is this way.

I am betting many of discretionary portfolio hols ThaiBev in their portfolios.    Because of JP issue sell order, then it will trigger sell order, some may happen automaticallly.  when the price drops, it will cause more sell order again..... 

should the authority prevent JP buying thaibev (or any counter) after its issue sell order?

otherwise it will benefit from it
 

n3wbie      ( Date: 09-Jul-2018 17:21) Posted:

No clue but I think if you study the fundamentals of TB, they had always received criticism on their M& A (e.g. overpaying for targets, etc) but they had always emerged proving the market wrong (over time). 

Personally, I feel that brokers are only concerned with liquidity and mostly adopt a relatively short-term approach as long as there are trades on the counter, which is how they generate commissions to stay afloat, they are not as concerned about the fundamentals (which may sometimes be more mid-long term)
 Useful To Me  Not Useful To Me


lingua101
Veteran
09-Jul-2018 17:31     
 
lingua101 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		the way I  look at it is this way.

I am betting many of discretionary portfolio hols ThaiBev in their portfolios.    Because of JP issue sell order, then it will trigger sell order, some may happen automaticallly.  when the price drops, it will cause more sell order again..... 

should the authority prevent JP buying thaibev (or any counter) after its issue sell order?

otherwise it will benefit from it
 

n3wbie      ( Date: 09-Jul-2018 17:21) Posted:

No clue but I think if you study the fundamentals of TB, they had always received criticism on their M& A (e.g. overpaying for targets, etc) but they had always emerged proving the market wrong (over time). 

Personally, I feel that brokers are only concerned with liquidity and mostly adopt a relatively short-term approach as long as there are trades on the counter, which is how they generate commissions to stay afloat, they are not as concerned about the fundamentals (which may sometimes be more mid-long term).

lingua101      ( Date: 07-Jul-2018 23:09) Posted:

Is this jp trick to force the price down before the scoop at cheap price before the earnin
 Useful To Me  Not Useful To Me
n3wbie
Elite
09-Jul-2018 17:21     
 
n3wbie About Contact  Quote this Post! Style: Fundamental  
  x 0
  x 0

 Alert Admin 		No clue but I think if you study the fundamentals of TB, they had always received criticism on their M& A (e.g. overpaying for targets, etc) but they had always emerged proving the market wrong (over time). 

Personally, I feel that brokers are only concerned with liquidity and mostly adopt a relatively short-term approach as long as there are trades on the counter, which is how they generate commissions to stay afloat, they are not as concerned about the fundamentals (which may sometimes be more mid-long term).

lingua101      ( Date: 07-Jul-2018 23:09) Posted:

Is this jp trick to force the price down before the scoop at cheap price before the earning

n3wbie      ( Date: 04-Jul-2018 21:43) Posted:

ThaiBev was downgraded by JP Morgan last week with a TP revised downwards to $0.73 (formerly $0.84).

THBEV has outperformed the STI by 7% in the past one month, driven by expectation of domestic liquor consumption recovery around the World Cup, in our view. Recent comments from the Excise Tax department suggest weak volume persisting in Apr-May, which will likely overshadow a moderate benefit from the event. Heating competition would force the company to maintain high A& P despite weak sales, squeezing margin. Our forecasts are 14-17% below the Street. Stay non-consensus UW with a lower PT of S$0.73 on potential earning cut and heightened B/S risk post SABECO&rsquo s acquisition.

Domestic volume to remain under pressure, despite the World Cup. According to the Excise Tax Department' s press interview, excise tax collection on beer/spirits continues to fall short of budget by 2%/8% in April and 38%/11% in May as volume consumption is weak across the board. While the market is recently excited about the World Cup, previous comparable World Cup events (2006 in Germany and 2010 in South Africa) suggest only c15pct extra beer volume in June-July, which would not be sufficient to compensate for slack in the prior two months. 4Q17/18&rsquo s volume contraction should turn even worse, thanks to the high base from stockpiling demand ahead of Sep-17' s excise tax hike.

 14-17% downside to consensus estimates. We forecast 3Q17/18&rsquo s EPS of Bt0.24, -10% y/y and -5% q/q. Weaker industry volume in light of rising competition would lead to margin compression, in our view, overshadowing EPS accretion from recent acquisitions. If it materializes, 9M17/18' s EPS would only be 67% of consensus in FY17/18E vs. the 75-83% normal range.

 Lower SOTP PT of S$0.73. We cut our EPS estimates by 17-18%, as we factor in weaker revenue assumptions and resulting margin contraction. Upside risks to our view are SABECO&rsquo s integration/restructuring and volume recovery
 Useful To Me  Not Useful To Me
BillionX
Senior
09-Jul-2018 14:22     
 
BillionX About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Welcome to Fools Paradise where the big boys play games at the expense of retail investors.Invest on fundamentals and don?t get swayed by fake reviews.
 Useful To Me  Not Useful To Me
lingua101
Veteran
07-Jul-2018 23:09     
 
lingua101 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Is this jp trick to force the price down before the scoop at cheap price before the earning

n3wbie      ( Date: 04-Jul-2018 21:43) Posted:

ThaiBev was downgraded by JP Morgan last week with a TP revised downwards to $0.73 (formerly $0.84).

THBEV has outperformed the STI by 7% in the past one month, driven by expectation of domestic liquor consumption recovery around the World Cup, in our view. Recent comments from the Excise Tax department suggest weak volume persisting in Apr-May, which will likely overshadow a moderate benefit from the event. Heating competition would force the company to maintain high A& P despite weak sales, squeezing margin. Our forecasts are 14-17% below the Street. Stay non-consensus UW with a lower PT of S$0.73 on potential earning cut and heightened B/S risk post SABECO&rsquo s acquisition.

Domestic volume to remain under pressure, despite the World Cup. According to the Excise Tax Department' s press interview, excise tax collection on beer/spirits continues to fall short of budget by 2%/8% in April and 38%/11% in May as volume consumption is weak across the board. While the market is recently excited about the World Cup, previous comparable World Cup events (2006 in Germany and 2010 in South Africa) suggest only c15pct extra beer volume in June-July, which would not be sufficient to compensate for slack in the prior two months. 4Q17/18&rsquo s volume contraction should turn even worse, thanks to the high base from stockpiling demand ahead of Sep-17' s excise tax hike.

 14-17% downside to consensus estimates. We forecast 3Q17/18&rsquo s EPS of Bt0.24, -10% y/y and -5% q/q. Weaker industry volume in light of rising competition would lead to margin compression, in our view, overshadowing EPS accretion from recent acquisitions. If it materializes, 9M17/18' s EPS would only be 67% of consensus in FY17/18E vs. the 75-83% normal range.

 Lower SOTP PT of S$0.73. We cut our EPS estimates by 17-18%, as we factor in weaker revenue assumptions and resulting margin contraction. Upside risks to our view are SABECO&rsquo s integration/restructuring and volume recovery.

lingua101      ( Date: 04-Jul-2018 14:35) Posted:

it keeps dropping.

when they will announce the result?
 


 Useful To Me  Not Useful To Me
SimpleTrade
Senior
05-Jul-2018 08:38     
 
SimpleTrade About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		now u all know who is shorting thaibev all these while.
 Useful To Me  Not Useful To Me
n3wbie
Elite
04-Jul-2018 21:43     
 
n3wbie About Contact  Quote this Post! Style: Fundamental  
  x 0
  x 0

 Alert Admin 		ThaiBev was downgraded by JP Morgan last week with a TP revised downwards to $0.73 (formerly $0.84).

THBEV has outperformed the STI by 7% in the past one month, driven by expectation of domestic liquor consumption recovery around the World Cup, in our view. Recent comments from the Excise Tax department suggest weak volume persisting in Apr-May, which will likely overshadow a moderate benefit from the event. Heating competition would force the company to maintain high A& P despite weak sales, squeezing margin. Our forecasts are 14-17% below the Street. Stay non-consensus UW with a lower PT of S$0.73 on potential earning cut and heightened B/S risk post SABECO&rsquo s acquisition.

Domestic volume to remain under pressure, despite the World Cup. According to the Excise Tax Department' s press interview, excise tax collection on beer/spirits continues to fall short of budget by 2%/8% in April and 38%/11% in May as volume consumption is weak across the board. While the market is recently excited about the World Cup, previous comparable World Cup events (2006 in Germany and 2010 in South Africa) suggest only c15pct extra beer volume in June-July, which would not be sufficient to compensate for slack in the prior two months. 4Q17/18&rsquo s volume contraction should turn even worse, thanks to the high base from stockpiling demand ahead of Sep-17' s excise tax hike.

 14-17% downside to consensus estimates. We forecast 3Q17/18&rsquo s EPS of Bt0.24, -10% y/y and -5% q/q. Weaker industry volume in light of rising competition would lead to margin compression, in our view, overshadowing EPS accretion from recent acquisitions. If it materializes, 9M17/18' s EPS would only be 67% of consensus in FY17/18E vs. the 75-83% normal range.

 Lower SOTP PT of S$0.73. We cut our EPS estimates by 17-18%, as we factor in weaker revenue assumptions and resulting margin contraction. Upside risks to our view are SABECO&rsquo s integration/restructuring and volume recovery.

lingua101      ( Date: 04-Jul-2018 14:35) Posted:

it keeps dropping.

when they will announce the result?
 

 Useful To Me  Not Useful To Me
lingua101
Veteran
04-Jul-2018 14:35     
 
lingua101 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		it keeps dropping.

when they will announce the result?
 
 Useful To Me  Not Useful To Me
notredame
Member
30-Jun-2018 09:05     
 
notredame About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		In Thailand, recent GDP data shows that growth is at its fastest  in five years. Although private consumption has yet to see broad-based
expansion, we note that the contraction in farm income has begun to slow. 
A recovery in agricultural prices would be positive in raising overall purchasing power and would benefit Thai-concentrated company like
Thaibev.   (RHB-Invest 22/06/18/ Buy- TP 1.06)
 Useful To Me  Not Useful To Me
                                                         First   < Newer   10061-10080 of 10965   Older>   Last  



ShareJunction Version: 27 Nov 2020 ver- All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.