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ThaiBev
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ThaiBev
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lingua101
Veteran |
20-Jul-2016 09:15
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$1 now. Queue to sell or wait? |
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lingua101
Veteran |
19-Jul-2016 16:52
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so sell at $1? should have bought at 95c
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trader20yr
Senior |
19-Jul-2016 16:46
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Waiting for thai king news etc... no news come, so have not short this yet, and then this jump up to hit 99c. So later short this sure got fat meat :) Look like my good deed in talking down Noble is blessing me :) |
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treetops
Elite |
19-Jul-2016 09:51
Yells: "Moments Today, Memories Tomorrow!" |
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Beer still in good business...haha. People depress go for beer. Give me a TIGER! |
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trader20yr
Senior |
18-Jul-2016 11:42
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Today zaobao talked good about this again ... again never mention thai king and possible thai baht drop Zaobao normally is the last to talk good for the sotong retailers ... So be careful, those who buy now at 95c +/- likely to become the " biggest fool" , expect no more upside, once got negative stuff come out, can start short till below 90c ... |
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trader20yr
Senior |
15-Jul-2016 16:20
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Be careful ... thai rival political forces will be unleashed once thai king let go any time ... recently he went hospital to drain water from his brain!!! The chaos will bring down thai baht ... affecting profit badly ... this risk not highlighted in analysis report |
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lingua101
Veteran |
15-Jul-2016 16:07
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No $1 le... Dropping to 95cent? Scoop? |
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lingua101
Veteran |
08-Jul-2016 10:59
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today no chance? 97 cents and seem quite strong. waiting to sell at $1 |
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Jebusishere
Member |
07-Jul-2016 19:28
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Probably hit by next week
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lingua101
Veteran |
07-Jul-2016 18:01
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I am waiting at $1 now..... coming soon? |
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Luckystrike
Veteran |
05-Jul-2016 10:17
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Good or bad market, people still drink beers.
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golden_SGX
Master |
05-Jul-2016 10:03
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Beer Drinkers in Thailand Power Singapore&rsquo s Best Stock in 2016July 5, 2016 &mdash 7:00 AM HKT
The biggest gainer among Singapore&rsquo s stocks this year is a foreigner. Thai Beverage Pcl has jumped 37 percent to a record in 2016, benefiting from rising consumption in Thailand, where stimulus and low interest rates have driven the benchmark index to the highest level in almost a year. Singapore&rsquo s equities market, by contrast, is a laggard in Southeast Asia, suffering from lackluster growth at banks, developers and oil-rig builders. Thai Beverage&rsquo s return this year is almost triple that for the second-best stock in the Straits Times Index. Malaysia&rsquo s Affin Hwang Asset Management Bhd. and London&rsquo s J O Hambro Capital Management Ltd. are buying Thai Beverage shares, convinced the stock has further to climb despite record valuations, as it offers a haven from market turmoil around the world and may benefit from any restructuring plans. &ldquo With slowing global growth, whatever shows potential or sustainable growth attracts a premium,&rdquo Kar Tzen Chow, Kuala Lumpur-based fund manager at Affin Hwang Asset, which oversees about $7.6 billion, said by phone. &ldquo ThaiBev&rsquo s spirits business continues to be stable and the beer business has shown a recovery.&rdquo  Thailand is betting on more than $18 billion in stimulus measures to help boost local demand and offset an export slump. The nation&rsquo s central bank has forecast economic expansion at 3.1 percent this year, compared with growth of 1 percent to 3 percent for Singapore, whose economy is among the most vulnerable in Asia to swings in global demand. More than 90 percent of Thai Beverage&rsquo s revenue came from Thailand in 2015, data by Bloomberg show. &ldquo The fundamentals for Thai Beverage are very strong, with earnings supported by increasing domestic consumption in Thailand,&rdquo Nicholas Teo, a trading strategist at KGI Fraser Securities Pte in Singapore, said by phone. &ldquo In contrast, profits at traditional Singapore industries such as banks, shipyards and real estate are deteriorating.&rdquo Billionaire Charoen Sirivadhanabhakdi, who expanded his property business amid government measures to curb alcohol consumption in Buddhist Thailand, was forced to list his Thai beverage unit in Singapore in 2006 after activists and monks held protests to block a local share sale by the company. Thai Beverage, which sells Chang beer, Blend 285 Whiskey and SangSom rum, has grown to become Southeast Asia&rsquo s largest beverage stock by market value. Boosting EstimatesThe surge in Thai Beverage will continue as analysts raise their earnings estimates to reflect greater contribution from its beer business, according to Samir Mehta, who helps oversee about $1.2 billion at J O Hambro in Singapore. Analysts increased their average profit forecasts for 2016 by 7.4 percent to 26 billion baht ($741 million) after its first-quarter net income jumped 30 percent from a year earlier. Beer sales volumes soared 61 percent, lifting the brewery operation&rsquo s contributions to group revenue to 33 percent from 23 percent. The spirits business remained its cash cow. Some see the stock rally as overdone. Revamp SeenThere is &ldquo limited upside&rdquo at current levels following the stock&rsquo s recent price run-up, according to Jodie Foo, an analyst at OCBC Investment Research, who cut the stock to hold in a June report. Thai Beverage is trading at the highest level ever relative to the broader MSCI All Country World Index. The stock is valued at 22 times its 12-month projected earnings, above its average of 16 in the past five years and almost double the multiple for the Straits Times Index, data compiled by Bloomberg show. Speculation that Charoen will further revamp his beverage businesses in Thailand and Singapore may spur more rallies in the stock, said Religare Capital Markets in a May note. The company&rsquo s founder and chairman may consolidate his drinks businesses held through Singapore-based Fraser & Neave Ltd. and Oishi Group Pcl into Thai Beverage, according to the report. Company officials couldn&rsquo t be reached for comment. The company&rsquo s strategic road map toward having 50 percent revenue contribution from countries outside Thailand as well as from non-alcoholic beverage by 2020 may be sped up via acquisitions and restructurings, according to OCBC&rsquo s Foo in her report. Charoen controls Fraser & Neave through TCC Assets Ltd., which owns 59 percent of the Singapore company and Thai Beverage, which holds another 29 percent, according to data compiled by Bloomberg. &ldquo We bought the shares because their cash flows are decent,&rdquo J O Hambro&rsquo s Mehta said. &ldquo The upside could come from the restructuring that the group might undertake. They could simplify the structure and that&rsquo s going to be beneficial for the minority shareholders.&rdquo http://www.bloomberg.com/news/articles/2016-07-04/beer-drinkers-in-thailand-power-singapore-s-best-stock-in-2016 |
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us9392
Member |
05-Jul-2016 01:07
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While the uncertainty in the monarchy , and how democracy plays out in the kingdom, one thing for sure the elites are making plans for their second domcile and business plans. Big plans instore for more M& A in 2017/18. |
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trader20yr
Senior |
04-Jul-2016 09:41
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Reported 03jul2016 that The King was in hospital draining water from his brain ... later when all underlying political forces are unleashed maybe chaos ... Thai Baht may drop ... and so will ThaiBev profit mainly from thailand ... do not expect this to hold above 90c for long ... The King is on shortists side ... but don' t know when ......
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lingua101
Veteran |
08-Jun-2016 12:36
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still not there leh
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chinastar
Veteran |
08-Jun-2016 09:15
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A dollar for good:)
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trader20yr
Senior |
06-Jun-2016 12:51
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Drop on S$ up 1% vs thai baht ... but miss chance to short at 92c this morning :( But then last week when it hover at 89.5c also decide not to short, then it up till now So sometimes luck is needed :) |
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lingua101
Veteran |
02-Jun-2016 14:30
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it is 91.5 cents now... any chance will hit $1 today?
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trader20yr
Senior |
30-May-2016 13:01
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This one up momentum weakening but down presurre also gone. No chance to short :( Business Times last week run 1 page on this, saying thaibev value is worth it and profit very much depend on thai baht which is true. But never mention thai king now is 88 years old now ... |
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trader20yr
Senior |
27-May-2016 12:50
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Shorted this 3 times with profit ... yet this stay strong, look lesser and lesser meat for shorting :( Must wait for some nasty news to see how low it will drop whereas upside seem limit to 90c |
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