Latest Forum Topics /
ThaiBev
Last:0.48
-0.03
|
 Post Reply
|
|
up or down on debut?
|
|||||
|
enbloc
Member |
18-Apr-2013 16:46
|
||||
|
x 0
x 0 Alert Admin |
beware,fake q | ||||
| Useful To Me Not Useful To Me | |||||
|
inbetween
Member |
18-Apr-2013 16:35
|
||||
|
x 0
x 0 Alert Admin |
Whats the significance of delisting of F& N? what are the implications?
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Peter_Pan
Supreme |
18-Apr-2013 16:08
Yells: "did you order dunkin' donuts" |
||||
|
x 0
x 0 Alert Admin |
Next support around 0.52. Gd luck. | ||||
| Useful To Me Not Useful To Me | |||||
|
enbloc
Member |
18-Apr-2013 15:42
|
||||
|
x 0
x 0 Alert Admin |
agree..thai suppose to release announcement today,anyone anynews?18/4
|
||||
| Useful To Me Not Useful To Me | |||||
|
Peter_Pan
Supreme |
18-Apr-2013 15:41
Yells: "did you order dunkin' donuts" |
||||
|
x 0
x 0 Alert Admin |
Play by ear. Gd luck. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
pcscorpio
Member |
18-Apr-2013 15:38
|
||||
|
x 0
x 0 Alert Admin |
no need to sell. its only being speculated. even if f and n is to go back and trade, thaibev still own 90% of f and n. now they own 90.3%. | ||||
| Useful To Me Not Useful To Me | |||||
|
Peter_Pan
Supreme |
18-Apr-2013 15:31
Yells: "did you order dunkin' donuts" |
||||
|
x 0
x 0 Alert Admin |
Must be a delayed effect of the S& P rating downgrade.. | ||||
| Useful To Me Not Useful To Me | |||||
|
MrRice
Member |
18-Apr-2013 15:29
|
||||
|
x 0
x 0 Alert Admin |
sold mine at a loss too... | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
enbloc
Member |
18-Apr-2013 15:26
|
||||
|
x 0
x 0 Alert Admin |
not confirm,heard big boy offload | ||||
| Useful To Me Not Useful To Me | |||||
|
hello123
Senior |
18-Apr-2013 15:19
Yells: " google ' sgx swinger ' - for how stock operators work " |
||||
|
x 0
x 0 Alert Admin |
ThaiBev might be a good buy at 56 for a quick punt for more details ,see my thaibev chart |
||||
| Useful To Me Not Useful To Me | |||||
|
Octavia
Elite |
18-Apr-2013 15:19
|
||||
|
x 0
x 0 Alert Admin |
You have news abt F& N?
|
||||
| Useful To Me Not Useful To Me | |||||
|
enbloc
Member |
18-Apr-2013 15:18
|
||||
|
x 0
x 0 Alert Admin |
lost 3k..cut |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
devilman
Member |
18-Apr-2013 15:09
|
||||
|
x 0
x 0 Alert Admin |
I realise my losses. |
||||
| Useful To Me Not Useful To Me | |||||
|
pcscorpio
Member |
18-Apr-2013 14:08
|
||||
|
x 0
x 0 Alert Admin |
they scared f and n wont delist... its a 50 50 bet. if dun delist price shoots down, if delist price shoots back up. |
||||
| Useful To Me Not Useful To Me | |||||
|
teeth53
Supreme |
18-Apr-2013 10:29
Yells: "don't learn through life, learn to grow with life " |
||||
|
x 0
x 0 Alert Admin |
The run up is significant since they announcement to bid for F&N, a smaller fish bet for a bigger fish, now that dust had settled.
It's time to settle down too on how best to settle those debt?. |
||||
| Useful To Me Not Useful To Me | |||||
|
Flashstep
Member |
18-Apr-2013 10:11
|
||||
|
x 0
x 0 Alert Admin |
Any idea why is this stock falling fast? Bad announcement for F&N? | ||||
| Useful To Me Not Useful To Me | |||||
|
teeth53
Supreme |
13-Apr-2013 09:54
Yells: "don't learn through life, learn to grow with life " |
||||
|
x 0
x 0 Alert Admin |
THBEV Last:0.61 Vol:35957k -0.015c. On concern of mid to long term debt repayment after succeed in takeover a bigger firm. F&N where addition one more Sing ($S) billon is reguired to borrow to pay off for their successful bid. | ||||
| Useful To Me Not Useful To Me | |||||
|
student
Veteran |
12-Apr-2013 15:44
|
||||
|
x 0
x 0 Alert Admin |
In stocks, long or short also can make money. Same same. |
||||
| Useful To Me Not Useful To Me | |||||
|
brighteyes
Member |
12-Apr-2013 13:30
Yells: ""beat them once beat them twice"" |
||||
|
x 1
x 0 Alert Admin |
@student/ipunter Your postings are full of flaming and not useful to traders.Pls go and read up the individual company or issues before passing a sweeping statement.Who dont know it will be a knee jerk reaction with this kind of news.Is it necessary for you to add that it will drop trok trok??It only showed you are a sore loser trying to create panic. From all yr postings I can sense that you are a frustrated trader and have lost heavily over the years.I think you have too many " mothers" . You are just here to past time and tcss.You are extremely happy and excited to see bad news affecting investors and you are always there to add salt to it for your own self pleasure. Stop all yr rhetorics and improve yr quality of posting so as to improve yr own image.This is yr saving grace.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Octavia
Elite |
12-Apr-2013 12:10
|
||||
|
x 0
x 0 Alert Admin |
Target S$0.77 (Long Term: Out Perform)
Ahead, Thai Bev’s net gearing could improvefrom 1.2x to 0.8x if itswapsits 29% stake in F& N for cash plus F& N’s F& B business. We maintain our SOP-basedtarget price, estimates andOutperform call. We see catalystsfrom earnings delivery by the non-alcoholic beverage division and corporate restructuring. What Happened S& P has downgraded Thai Bev’s debt rating from BBB to BBB-,citing higher debt and lower cash flow as the reasons for a weaker financial risk profile. What We Think This event is not a negative. We highlighted when in ourinitiation that the F& N acquisition will push up debt levelsto > 1.2x. This downgrade by S& P is understandableas interest cover (EBIT/interest expense) did fallfrom 40xpre-F& N acquisition to an estimated 5.5x (FY13).We anticipate improvedinterest cover as debt levels ease, since free cash flow is in excess of business needs. Furthermore,the domestic business is in a strong position,generating recurring cash flows. Whilstthe F& N acquisition have strained the balance sheet, we argue that Thai Bev is laying the groundwork for dominance ofthe beverage sector in Singapore, Malaysia and Thailand. This makes the business more valuable in spite of balance sheet strains. We previously highlighted that Thai Bev could swap its 29% stake in F& N for cash plus F& N’s F& B business with TCC (see " Not just an elephant now" ). If that happens, the estimated net proceeds of S$1.2bn could be used to pay down debt, reducing Thai Bev’s net gearing from 1.2x to 0.8x. What You Should Do We keep our Outperform call.We see catalystsfrom earnings delivery by the non-alcoholic beverage division and corporate restructuring. |
||||
| Useful To Me Not Useful To Me | |||||