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ThaiBev    Last:0.465   -

up or down on debut?

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ah.wei
    08-Mar-2013 08:54  
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Dun expect a good run for today
 
 
sportyboy
    08-Mar-2013 08:23  
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IHH so fast out of listing?? This should be a good boast to Thai bev .. Let's march towards $5 in long term
 
 
Blanchard
    07-Mar-2013 23:46  
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I was expecting it too.

Welcome back to STI since it was  dropped on 22 Sep 08.

The next review is scheduled for 6 Jun 13.
 

 
Ann3332
    07-Mar-2013 23:24  
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My wild guess half right, ThaiBev to replace IHH Healthcare on Straits Times Index from 18th March


http://www.straitstimes.com/breaking-news/money/story/thai-beverage-replace-ihh-healthcare-the-straits-times-index-march-18-2013 


 


Ann3332      ( Date: 19-Feb-2013 10:45) Posted:

The way the accumulate more than 90%, my guess is they intent to de-list, if not why gather more than 90% shares? maybe I am wrong.

GorgeousOng      ( Date: 19-Feb-2013 10:41) Posted:

What? Another possible delist??? Good or bad ? Pengsan lah....jantung tak kuat ler( weak heart)!!


 
 
sg225551
    04-Mar-2013 11:27  
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strong resistant at 0.59. once break, ho say liao.
 
 
sanuks
    02-Mar-2013 08:27  
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Yep! It takes time to build synergy between the two behemoths. Lets see.

Bravo! ThaiBev. 


tonylim      ( Date: 01-Mar-2013 09:34) Posted:



Looks promising for mid to long term term investment with a new target price of 74 cents

 

Extracts of the CIMB report

Looking to FY13 Strategically, the beverages division is in a strong position operationally now that it controls the largest distribution network in Thailand, Singapore and Malaysia. Any growing pains experienced by the beverages division will be cushioned by the spirits cash cow, in our view

Higher dividends


Dividends of THB42 (S$ 1.7cts) were stronger than expected. This payout represents 59% of Thai Bev’s earnings excluding F& N, and we think this ratio will be maintained. Net gearing stands at 1.2x.


sanuks      ( Date: 28-Feb-2013 22:00) Posted:

CIMB REPORT - Stumbling towards market dominance


 

 
tonylim
    01-Mar-2013 09:34  
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Looks promising for mid to long term term investment with a new target price of 74 cents

 

Extracts of the CIMB report

Looking to FY13 Strategically, the beverages division is in a strong position operationally now that it controls the largest distribution network in Thailand, Singapore and Malaysia. Any growing pains experienced by the beverages division will be cushioned by the spirits cash cow, in our view

Higher dividends


Dividends of THB42 (S$ 1.7cts) were stronger than expected. This payout represents 59% of Thai Bev’s earnings excluding F& N, and we think this ratio will be maintained. Net gearing stands at 1.2x.


sanuks      ( Date: 28-Feb-2013 22:00) Posted:

CIMB REPORT - Stumbling towards market dominance

 
 
sanuks
    28-Feb-2013 22:00  
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CIMB REPORT - Stumbling towards market dominance
 
 
a_patche
    28-Feb-2013 10:24  
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A lot of activity, but price not going up by much ...
 
 
Flashstep
    28-Feb-2013 10:20  
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high vol. sell and buy equally high.
 

 
a_patche
    28-Feb-2013 09:46  
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Not much movement?
 
 
sg225551
    27-Feb-2013 19:58  
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tmr cheong ah.
 
 
toheewing
    27-Feb-2013 19:35  
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A positive reflection of the company's performance. 
 
 
Blanchard
    27-Feb-2013 19:35  
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Full yr dividend is 0.28 Baht. Including the half yr dividend of 0.14 Baht, the yield is 3.15% at the price of 0.555. The company has a dividend policy of at least 50% of net profit. Good stock.
 
 
Ann3332
    27-Feb-2013 18:56  
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Wow, with such a good report for FY2012, profit of the year is140% more than 2011, I guess tomorrow will be going up
 

 
ah.wei
    27-Feb-2013 18:18  
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any comments for their FY Report??

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_3295A55B8DD2A4AB48257B1F0034019D/$file/YearEnd_2012_SGX_Format.pdf?openelement
 
 
sportyboy
    22-Feb-2013 23:06  
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Yup.. U are right... This type of counter can be for long term.. Cannot for trading mindset.. Long term sure reach $5
 
 
wesely2k
    22-Feb-2013 21:29  
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Wow...like that must load more and hold......0.515 to 0.575, if become the next F& N, no need $9++, $5++. Tua Huat !!!  100 lots 50k++ become 500K+.

sportyboy      ( Date: 19-Feb-2013 12:43) Posted:

Once f&n delist.. All the investor with the profit will turn to Thai bev .. And who knows maybe the price will become as much as F&N in the future

 
 
a_patche
    20-Feb-2013 16:22  
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Picking up ...

  Personally, I believe this stock is good for long-term. So if cannot sell short-term, just hold long. 
 
 
pcxiao2008
    20-Feb-2013 13:37  
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sigh!!!

dropped further!

don't know what to comment on this stock..tricky..
 
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