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starlene Elite	13-May-2013 12:14        starlene About Contact  Quote this Post!
x 0   x 0  Alert Admin	Besides the $3280 cash plus interim dividend..read somewhere forgot how many %..somebody plse supply the fig starlene      ( Date: 10-May-2013 23:34) Posted: http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_2B33EAB94B02829748257B670038E7E2/$file/Group_Financials_1H2013.pdf?openelement   Cash distribution $3.28 per share on or by July 31..proposed
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Tys5115 Member	13-May-2013 06:48        Tys5115 About Contact  Quote this Post!
x 0   x 0  Alert Admin	expecting to see same afternoon buying spree in the late afternoon like what happened previously ?
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starlene Elite	10-May-2013 23:34        starlene About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_2B33EAB94B02829748257B670038E7E2/$file/Group_Financials_1H2013.pdf?openelement   Cash distribution $3.28 per share on or by July 31..proposed
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Tys5115 Member	03-May-2013 00:03        Tys5115 About Contact  Quote this Post!
x 0   x 0  Alert Admin	same scenario again today and run up at closing bell.
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Tys5115 Member	01-May-2013 00:12        Tys5115 About Contact  Quote this Post!
x 0   x 0  Alert Admin	noted buying has been very strong after 3pm for the past few afternoon sessions.
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Octavia Elite	26-Apr-2013 09:45        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	UOB Kay Hian note that the recent sharp pull-back in share price reflects the expiry of the General Offer (GO) and the removal of the stock from various indices. A conglomerate discount of 10-20% suggests a potential valuation of S$8.60-9.70. As at Dec 12, F& N had net cash of $3,384m, or $2.35/share. This included the proceeds from the sale of its stake in APB and Asia Pacific Investment for $5.6b. To date, there has been no announcement of plans for the massive cash hoard. Although there was an initial offer of a 1-for-3 capital reduction, this was subsequently thwarted by the GO for F& N by TCC Assets. In the absence of any significant M& A, think F& N could consider raising its dividends to upstream funds to its major shareholders (TCC Assets and ThaiBev). House have a RNAV estimate of $10.80/share. Based on a 10-20% conglomerate discount, a potential valuation range for F& N is $8.60-9.70/share. House believe that with a new major shareholder, appointments of advisors and a significant cash war chest (> S$3b), seepotential M& A/restructuring catalysts to drive the share price closer to a discount of 10-20%.
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equity Member	25-Apr-2013 17:15        equity About Contact  Quote this Post!
x 0   x 0  Alert Admin	What lesson to learn from CK Tang & others? Please enlighten - hold or sell F& N if still vested.       Analyst's stories always " compelling" ... Fair value, Target price and Intrinsic value etc. are all sounded like cinderella in the making.   Public float fell to less than 10%, would minority shareholders better off learn from CK Tang and others...
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OLY2189 Member	25-Apr-2013 14:48        OLY2189 About Contact  Quote this Post!
x 0   x 0  Alert Admin	go up by 0.26!!! what is the fundamental??
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orangejuice01 Member	25-Apr-2013 10:21        orangejuice01 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analyst's stories always " compelling" ... Fair value, Target price and Intrinsic value etc. are all sounded like cinderella in the making.   Public float fell to less than 10%, would minority shareholders better off learn from CK Tang and others...
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guoyanyunyan Elite	25-Apr-2013 08:58        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	...Married Deal:   Vol: 286    Value: $2,225,449   ie $7.781/share   Prev Close: $7.810...
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krisluke Supreme	25-Apr-2013 07:27        krisluke About Contact  Quote this Post!
x 0   x 0  Alert Admin	STOCK CALL: Fraser & Neave's (F99.SG) share-price decline is likely on a combination of factors, including its removal from key indexes, such as the STI and the MSCI DM, and concerns over plans to restore its free float to above 10%, says Deutsche Bank. It notes ThaiBev (Y92.SG) and TCC Assets, with a combined 90.3% F& N stake, have until July 19 to restore the free float. Longer term, it expects synergies between F& N's consumer and property business and ThaiBev's and TCC's existing operations as well as a possible capital return after the APB divestment yielded S$5.6 billion, or around S$3.89/share, in proceeds, putting F& N in a net cash position. But it views measures to unlock value, return capital and drive synergies as unlikely near-term as management only recently initiated a strategic review. Deutsche Bank notes F& N's correction has taken it to a more than 20% discount to the house's S$11.43 fair value estimate vs its historical average 17% discount. It keeps its Hold call with S$9.72 target while awaiting greater clarity. The stock ends down 4.8% at S$7.81, for a 17.3% week-to-date decline.
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Tys5115 Member	25-Apr-2013 00:16        Tys5115 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any idea how we can check who had scooped up bulk of the 18.6 mil shares at $7.81 pre-closing ?
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teeth53 Supreme	24-Apr-2013 23:42        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	just wondering how it will response tomorro??, n next day is Friday liao.
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sanuks Veteran	24-Apr-2013 20:55        sanuks About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Dont jump on moving train, you will hurt yourself - JIM ROGE"
x 0   x 0  Alert Admin	The price sinking really fast. Hope those who invest during high time has cut loss by now.  Will see if it falls to 7.00 SGD tomorrow.
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zeusleo Member	24-Apr-2013 19:07        zeusleo About Contact  Quote this Post!
x 0   x 0  Alert Admin	All should have dumped by today closing to minimize tracking error for their funds. Whether it will drop further depends how they play it out. Short seller should have covered today also if not double bought.
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dominiqueseahth Member	24-Apr-2013 18:06        dominiqueseahth About Contact  Quote this Post!
x 0   x 0  Alert Admin	does this imply tt the price will continue to slide further...why dont the thais intervene...
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zeusleo Member	24-Apr-2013 17:56        zeusleo About Contact  Quote this Post!
x 0   x 0  Alert Admin	removal of FNN by MSCI therefore fund houses require to sell by today closing. That is the reason you saw the price was whacked badly during matching. Not due to other factors.
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teeth53 Supreme	24-Apr-2013 17:33        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Heavily involved vested players battling out...at the closing bell and a long list traded after trading hour closed. F & N Op-8.100 Cls-7.810 -0.390c -4.8% Vol-39,516,000 68,000 7.810 7.840 200,000 Hi-8.230 Lo-7.810 17:04:11 7.810 51,000 B 17:04:11 7.810 4,000 B 17:04:11 7.810 1,000 B 17:04:11 7.810 2,000 B 17:04:11 7.810 42,000 B 16:59:59 8.090 1,000 A 16:59:59 8.090 4,000 A 16:59:55 8.080 1,000 B 16:59:53 8.090 1,000 A teeth53      ( Date: 23-Apr-2013 12:55) Posted: It reminded me, as well as players teeth53      ( Date: 20-Apr-2013 22:57) Posted: Thk for sharing, it's thought to be going for, at least three months  as agree upon to open for windows trading period with SGX enknowledge. This trading period maybe volatile in play, a chance to let go, a chance to shot at, a chance to maintain vested interest  by BBs (esp the owner) and a chance for contra player's changing hands. Just sharing my thot n stk/shr trading interest in SJ
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teeth53 Supreme	24-Apr-2013 16:36        teeth53 About Contact  Quote this Post! Style: Flexible   Mood: Yells: "don't learn through life, learn to grow with life "
x 0   x 0  Alert Admin	Battle line is draw again..after fallen to a low of $7.850 cents.. 16:29:06 7.980 1,000 A 16:29:06 7.980 1,000 X 16:29:06 7.980 1,000 B Forcing players Vs players to buy'sell at above S$8/- F & N 8.100 Last Done-8.000 -0.200 -2.4 Vol-18,364,000 77,000 8.000 8.010 74,000 teeth53      ( Date: 22-Apr-2013 13:21) Posted: So far, look like pesimistic players took their chances against optimistic one.   F & N Last: Done - $9.0 Volume changing hands: 2,105,000 million shr  -0.44 cents
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guoyanyunyan Elite	24-Apr-2013 11:11        guoyanyunyan About Contact  Quote this Post! Style: Combined   Yells: "uncertainty always exist"
x 0   x 0  Alert Admin	F& N down 10.9% Index funds selling: Religare Written by Dow Jones & Co, Inc     Tuesday, 23 April 2013 15:22 Fraser & Neave (F99.SG) drops 10.9% to $8.02, extending Monday’s 4.7% drop. “There’s uncertainty on the strategy going forward, but more importantly is the passive shareholder that has to get out,” says Jonathan Foster, director of special situations for Religare Capital. “They will be removed from the MSCI index tomorrow night there’s going to be quite a lot of index selling.” He also notes there simply aren’t many F& N shares left to trade. With slightly more than 90% of shareholders selling out after TCC Assets’ $9.55/share takeover bid, the remaining holders were either passive or index funds or small retail investors, he notes “that’s where all the selling is.”  ...Last Done: $8.11...
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