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Hi M Korn:))) Glad to kno we r in same boat:((( ex div date is Aug 25....which means you must hold the ThaiBev shares until record date - which is usually 2 working days after ex div date...i will chk on the record date n hold the shares until after trading on that day in order to receive div. The div payout is on Sep 11. Hope this helps!
Might want to chck with your broker on that, he needs to do some work collecting the 0.28% X2.
michaelkors ( Date: 21-Aug-2014 15:56) Posted:
does it means that i will need to hold till 25th Aug for the div payout?
Could you share what does THB 0.15 less tax means? what is record date?
Kyoto2008 ( Date: 21-Aug-2014 15:49) Posted:
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does it means that i will need to hold till 25th Aug for the div payout?
Could you share what does
THB 0.15 less tax means? what is record date?
Kyoto2008 ( Date: 21-Aug-2014 15:49) Posted:
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Ex div 25th Aug 2014, THB 0.15 less tax.
http://www.sgx.com/wps/portal/sgxweb/home/company_disclosure/corporate_action
michaelkors ( Date: 21-Aug-2014 15:14) Posted:
i also bought at a high. may i know when is the divided and record date? how to check? thanks.
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i also bought at a high. may i know when is the divided and record date? how to check? thanks.
Thanks guys for the input, but I bought at a high so need to wait for the divided and sell after the record date...
Ok, cleared off everything.
tkc_drew ( Date: 21-Aug-2014 10:48) Posted:
Hi Kyoto2008!
I dono what Charoen was thinking. =x HAHAHA! But what i do know is China PMI is down. :) Do take profit. ^.^
Kyoto2008 ( Date: 21-Aug-2014 10:40) Posted:
They bought F& N, although ThaiBev owns less than 30%, but TCC (owned by Charoen who controls ThaiBev).
What' s in F& N that caught Charoen' s attention and made him pay billions? Is it the drinks? Or property?
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Hi Kyoto2008!
I dono what Charoen was thinking. =x HAHAHA! But what i do know is China PMI is down. :) Do take profit. ^.^
Kyoto2008 ( Date: 21-Aug-2014 10:40) Posted:
They bought F& N, although ThaiBev owns less than 30%, but TCC (owned by Charoen who controls ThaiBev).
What' s in F& N that caught Charoen' s attention and made him pay billions? Is it the drinks? Or property?
tkc_drew ( Date: 21-Aug-2014 10:06) Posted:
Hi the3nomads,
This is based on my own understanding and personal opinion:
Thaibev business is made up of 4 components: 1) Spirits, 2) Beer, 3) Beverage (No-Alcohol) & 4) Resturant(s) - I reckon.
1 & 2) Spirits Business - This 2 components have good performance. But it is due to increase in Sales prices and reduction in material cost, but in the mid-term or long run, how much can you increase in prices and reduce in cost?
3 Non-Alcoholic Beverages Business - Not doing well, i doubt can recover within the short term or mid term.
4) Food Business - Mainly due to an increase in number of branches. [I would expect constant revenue in the short term] - To me: it looks like a double edge sword.
Anyway the reason why i bought thaibev because it cause my attention, during the ups and downs of the market, it was relatively strong (robust), so i thought i should give it a chance. :) No other reason.
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They' ve already hived off the property.
I guess this could be a bb play.
Kyoto2008 ( Date: 21-Aug-2014 10:40) Posted:
They bought F& N, although ThaiBev owns less than 30%, but TCC (owned by Charoen who controls ThaiBev).
What' s in F& N that caught Charoen' s attention and made him pay billions? Is it the drinks? Or property?
tkc_drew ( Date: 21-Aug-2014 10:06) Posted:
Hi the3nomads,
This is based on my own understanding and personal opinion:
Thaibev business is made up of 4 components: 1) Spirits, 2) Beer, 3) Beverage (No-Alcohol) & 4) Resturant(s) - I reckon.
1 & 2) Spirits Business - This 2 components have good performance. But it is due to increase in Sales prices and reduction in material cost, but in the mid-term or long run, how much can you increase in prices and reduce in cost?
3 Non-Alcoholic Beverages Business - Not doing well, i doubt can recover within the short term or mid term.
4) Food Business - Mainly due to an increase in number of branches. [I would expect constant revenue in the short term] - To me: it looks like a double edge sword.
Anyway the reason why i bought thaibev because it cause my attention, during the ups and downs of the market, it was relatively strong (robust), so i thought i should give it a chance. :) No other reason.
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Hi!
bishan22 :)
I unloaded yesterday. I am a easily contented person. ^.^ Good luck to all today, trader(s)!
bishan22 ( Date: 20-Aug-2014 18:58) Posted:
Better to unload before the BB does. This BB has been collecting huge stack when the price was pressed down for weeks. Good luck. 
tkc_drew ( Date: 20-Aug-2014 18:08) Posted:
| Like I say. Limited upside, I unloaded today. :) [if have earn some coffee money, you can consider to run.] Happy swing-ing |
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They bought F& N, although ThaiBev owns less than 30%, but TCC (owned by Charoen who controls ThaiBev).
What' s in F& N that caught Charoen' s attention and made him pay billions? Is it the drinks? Or property?
tkc_drew ( Date: 21-Aug-2014 10:06) Posted:
Hi the3nomads,
This is based on my own understanding and personal opinion:
Thaibev business is made up of 4 components: 1) Spirits, 2) Beer, 3) Beverage (No-Alcohol) & 4) Resturant(s) - I reckon.
1 & 2) Spirits Business - This 2 components have good performance. But it is due to increase in Sales prices and reduction in material cost, but in the mid-term or long run, how much can you increase in prices and reduce in cost?
3 Non-Alcoholic Beverages Business - Not doing well, i doubt can recover within the short term or mid term.
4) Food Business - Mainly due to an increase in number of branches. [I would expect constant revenue in the short term] - To me: it looks like a double edge sword.
Anyway the reason why i bought thaibev because it cause my attention, during the ups and downs of the market, it was relatively strong (robust), so i thought i should give it a chance. :) No other reason.
the3nomads ( Date: 20-Aug-2014 18:32) Posted:
| Hi Drew...could u pls share why you thinks it's Ltd upside? I bot at a high...so hoping it can go at least past .70 to make some Kopi money.... |
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Hi
the3nomads,
This is based on my own understanding and personal opinion:
Thaibev business is made up of 4 components: 1) Spirits, 2) Beer, 3) Beverage (No-Alcohol) & 4) Resturant(s) - I reckon.
1 & 2) Spirits Business - This 2 components have good performance. But it is due to increase in Sales prices and reduction in material cost, but in the mid-term or long run, how much can you increase in prices and reduce in cost?
3 Non-Alcoholic Beverages Business - Not doing well, i doubt can recover within the short term or mid term.
4) Food Business - Mainly due to an increase in number of branches. [I would expect constant revenue in the short term] - To me: it looks like a double edge sword.
Anyway the reason why i bought thaibev because it cause my attention, during the ups and downs of the market, it was relatively strong (robust), so i thought i should give it a chance. :) No other reason.
the3nomads ( Date: 20-Aug-2014 18:32) Posted:
| Hi Drew...could u pls share why you thinks it's Ltd upside? I bot at a high...so hoping it can go at least past .70 to make some Kopi money.... |
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Better to unload before the BB does. This BB has been collecting huge stack when the price was pressed down for weeks. Good luck.
tkc_drew ( Date: 20-Aug-2014 18:08) Posted:
| Like I say. Limited upside, I unloaded today. :) [if have earn some coffee money, you can consider to run.] Happy swing-ing |
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Hi Drew...could u pls share why you thinks it's Ltd upside? I bot at a high...so hoping it can go at least past .70 to make some Kopi money....
Like I say. Limited upside, I unloaded today. :) [if have earn some coffee money, you can consider to run.] Happy swing-ing
OCBC n CIMB r both bullish with TP at 0.74. DBS more conservative at 0.68. So I am taking a very non scientific av of 0.71 as the new possible high...
very fierce today...
I think there' s news coming. Notice the volume picked up in August, a steady accumulation probably by insiders.
Kyoto2008 ( Date: 20-Aug-2014 16:37) Posted:
ThaiBev chart.
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ThaiBev chart.
I' m still trying to figure out what' s happening to Thai Beverage. There were large parcels of shares transacted, one million just ' X' outside of system at 0.675 at 1540 hours, as if there is some good news coming up. Sellers are also out in force, but for this stock that has moved sideways on low volume for a few months to suddenly jump in price at high volume is an indication there could be some good news coming. Vol is now 57mln shares, just reaching yesterday' s vol of 61mln shares.
This could be a breakout from a wedge formation. Usually, the upward spiral for this kind of breakout is significant. I try to post a pic.
lingua101 ( Date: 20-Aug-2014 11:56) Posted:
is 70 cents the next resistence level?
is the current rally becuase of the div?
Kyoto2008 ( Date: 20-Aug-2014 11:31) Posted:
70 cents is the all time high, let' s see if the breakout from the wedge is confirmed. Recently seen so many false breakouts until I lose faith liao when I see formations completed.
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