ThaiBev
Last:0.48
+0.005
up or down on debut?
Post Reply
1261-1280 of 1606
still a good buy at 0.400 ???
They want to give ThBev some hope that they can still acquire Kirin's 15% of F& N but will definitely be at a higher price than before?
Kinda ask ThBev dont give up ..
I feel that Kirin is quite desperate to sell their F& N shares, honestly
phil1314 ( Date: 15-Oct-2012 23:33) Posted:
Is it any options that can maximize payout from Kirin 15% stake as company no further strategic interests to remain invested? So whoever pays the best price
flyfox ( Date: 15-Oct-2012 21:45) Posted:
Sometimes i wonder whats their intention of the Kirin President making the speech that they are considering all options?
There must be an intention right?
|
|
|
|
Is it any options that can maximize payout from Kirin 15% stake as company no further strategic interests to remain invested? So whoever pays the best price
flyfox ( Date: 15-Oct-2012 21:45) Posted:
Sometimes i wonder whats their intention of the Kirin President making the speech that they are considering all options?
There must be an intention right?
shadowmoon ( Date: 15-Oct-2012 20:00) Posted:
| Kirin: Considering all options for F& N shares |
Tags: Fraser And Neave | Kirin Holdings Co | WRITTEN BY REUTERS | | MONDAY, 15 OCTOBER 2012 16:00 | Japan’s Kirin Holdings Co is considering all possible options for its holdings in Singapore conglomerate Fraser and Neave, President Senji Miyake said at a briefing on Monday.
F& N’s board said last week a $7.2 billion tender offer by companies linked to Thai billionaire Charoen Sirivadhanabhakdi to buy out the drinks and property group was “not compelling but fair”. However, F& N directors who are shareholders do not intend to accept the offer unless it becomes unconditional by the Thais obtaining acceptances that bring their stake to more than 50%, a circular issued at the time said.
The Charoen-linked companies collectively own 33.5% of F& N.
Kirin, the second-biggest stakeholder in F& N behind the Thai group, with nearly 15%, is considering several options, including selling its stake, sources say.
|
|
|
|
|
Ya u not wrong to say in this way.
The chance are high that they will cash out on F& N from how the situation move.
Let continue to c how the whole situation move.
Cheers
Sometimes i wonder whats their intention of the Kirin President making the speech that they are considering all options?
There must be an intention right?
shadowmoon ( Date: 15-Oct-2012 20:00) Posted:
| Kirin: Considering all options for F& N shares |
Tags: Fraser And Neave | Kirin Holdings Co | WRITTEN BY REUTERS | | MONDAY, 15 OCTOBER 2012 16:00 | Japan’s Kirin Holdings Co is considering all possible options for its holdings in Singapore conglomerate Fraser and Neave, President Senji Miyake said at a briefing on Monday.
F& N’s board said last week a $7.2 billion tender offer by companies linked to Thai billionaire Charoen Sirivadhanabhakdi to buy out the drinks and property group was “not compelling but fair”. However, F& N directors who are shareholders do not intend to accept the offer unless it becomes unconditional by the Thais obtaining acceptances that bring their stake to more than 50%, a circular issued at the time said.
The Charoen-linked companies collectively own 33.5% of F& N.
Kirin, the second-biggest stakeholder in F& N behind the Thai group, with nearly 15%, is considering several options, including selling its stake, sources say.
|
|
|
Bro, ya its a long wait. But i believe our wait will be a fruitful one....
Let continue our monitoring. N cheong ahhhhhh THBev.
Cheers
Its a tiring wait
....... hope Thai Bev will be able to smoothly acquire its stake in F& N. ....
| Kirin: Considering all options for F& N shares |
Tags: Fraser And Neave | Kirin Holdings Co
| WRITTEN BY REUTERS |
| MONDAY, 15 OCTOBER 2012 16:00 |
Japan’s Kirin Holdings Co is considering all possible options for its holdings in Singapore conglomerate Fraser and Neave, President Senji Miyake said at a briefing on Monday.
F& N’s board said last week a $7.2 billion tender offer by companies linked to Thai billionaire Charoen Sirivadhanabhakdi to buy out the drinks and property group was “not compelling but fair”. However, F& N directors who are shareholders do not intend to accept the offer unless it becomes unconditional by the Thais obtaining acceptances that bring their stake to more than 50%, a circular issued at the time said.
The Charoen-linked companies collectively own 33.5% of F& N.
Kirin, the second-biggest stakeholder in F& N behind the Thai group, with nearly 15%, is considering several options, including selling its stake, sources say.
|
ThaiBev becoming regional consumer play: UOB-KayHian
Tags: Thai Beverage Pcl
WRITTEN BY DOW JONES & CO, INC
FRIDAY, 12 OCTOBER 2012 16:51
Share this
Digg
Del.icio.us
StumbleUpon
Netscape
Yahoo
Technorati
Googlize this
Facebook
Export PDF
Print
E-mail
Thai Beverage is an emerging regional consumer company, not just a spirits player, after several strategic investments, including Wrangyer, Oishi and F&N, UOB KayHian says after a conference call with management.
"All these moves will position ThaiBev with a strong Southeast Asian presence." The September 2011 acquisition of Serm Suk was strategic given its strong non-alcohol product portfolio and logistics infrastructure, with ThaiBev seeing stronger growth prospects for non-alcoholic beverages and with Serm Suk providing an efficient returnable bottle system, it says.
ThaiBev's valuation on consensus forecasts is undemanding at 14.8x FY13 P/E vs projected 12.7% on-year EPS growth vs regional F&B consumer companies' 21.7x and 11.9% on-year respectively, it says. UOB-KH doesn't rate the stock.
On a technical basis, the stock could find support at $0.39, while a break above $0.44 could spur a test of $0.475, it says. The stock is down 1.2% at $0.41.
Back to Top
Quote this article on your site
ThaiBev becoming regional consumer play: UOB-KayHian
Tags: Thai Beverage Pcl
WRITTEN BY DOW JONES & CO, INC
FRIDAY, 12 OCTOBER 2012 16:51
Share this
Digg
Del.icio.us
StumbleUpon
Netscape
Yahoo
Technorati
Googlize this
Facebook
Export PDF
Print
E-mail
Thai Beverage is an emerging regional consumer company, not just a spirits player, after several strategic investments, including Wrangyer, Oishi and F&N, UOB KayHian says after a conference call with management.
"All these moves will position ThaiBev with a strong Southeast Asian presence." The September 2011 acquisition of Serm Suk was strategic given its strong non-alcohol product portfolio and logistics infrastructure, with ThaiBev seeing stronger growth prospects for non-alcoholic beverages and with Serm Suk providing an efficient returnable bottle system, it says.
ThaiBev's valuation on consensus forecasts is undemanding at 14.8x FY13 P/E vs projected 12.7% on-year EPS growth vs regional F&B consumer companies' 21.7x and 11.9% on-year respectively, it says. UOB-KH doesn't rate the stock.
On a technical basis, the stock could find support at $0.39, while a break above $0.44 could spur a test of $0.475, it says. The stock is down 1.2% at $0.41.
Back to Top
Quote this article on your site
Thai Beverage is an emerging regional consumer company, not just a spirits player, after several strategic investments, including Wrangyer, Oishi and F&N, UOB KayHian says after a conference call with management.
"All these moves will position ThaiBev with a strong Southeast Asian presence." The September 2011 acquisition of Serm Suk was strategic given its strong non-alcohol product portfolio and logistics infrastructure, with ThaiBev seeing stronger growth prospects for non-alcoholic beverages and with Serm Suk providing an efficient returnable bottle system, it says.
ThaiBev's valuation on consensus forecasts is undemanding at 14.8x FY13 P/E vs projected 12.7% on-year EPS growth vs regional F&B consumer companies' 21.7x and 11.9% on-year respectively, it says. UOB-KH doesn't rate the stock.
On a technical basis, the stock could find support at $0.39, while a break above $0.44 could spur a test of $0.475, it says. The stock is down 1.2% at $0.41.
sgnewbie ( Date: 12-Oct-2012 11:15) Posted:
|
THBev & TCC just need to gather more than 50% to close the fate for F& N. Don't need 100% consuming.
Amen
shadowmoon ( Date: 10-Oct-2012 22:49) Posted:
i don't see it as bad new.
Buy all out n privatized F& N will cost the Thai a fortune.
Earlier news been saying that the Thai may not buy all F& N share, n may not privatized F& N already.
As the Thai mentioned that privatized whole of F& N will cost a lot.
The Thai target seem to be the last 2 major share holder in Prudential & Kirin. Both party in new exhibit interest in selling but HIGHER price needed.
Why eating these 2 are important? Bc their share percent allow them to be able to interfere in decision making of the Group.
Clearing both will make the path clear with F& N to deal with only. Lesser party better. More cook spoilt the soup.
The rest of the shareholder in public...i doubt is their interest.. To them can take more from public is good, if cannot, is ok now.
Anyway the move to date by the Thai makes business sense. Take the whole of F& N, emm seems like no point at all...
Current F& N share value is overvalued if no coy bidding for it. F& N actually know the consequence also..
N it is interesting to see how F& N director deal with it. A wrong move will send F& N share price bk to ~$6 (bk to future).
flyfox ( Date: 10-Oct-2012 22:11) Posted:
F& N board may reject Thai tycoon's offer to buy out company
http://www.channelnewsasia.com/stories/singaporebusinessnews/view/1230609/1/.htmlF& N directors say Thai tycoon's offer is " not compelling, but fair"
http://www.straitstimes.com/breaking-news/money/story/fn-directors-say-thai-tycoons-offer-not-compelling-fair-20121010
bad news huh?
|
|
|
|
his current move, positively bring good valuation to THBev also.
shadowmoon ( Date: 10-Oct-2012 22:54) Posted:
THbev boss is a shrewd business man....
|
|
THbev boss is a shrewd business man....
i don't see it as bad new.
Buy all out n privatized F& N will cost the Thai a fortune.
Earlier news been saying that the Thai may not buy all F& N share, n may not privatized F& N already.
As the Thai mentioned that privatized whole of F& N will cost a lot.
The Thai target seem to be the last 2 major share holder in Prudential & Kirin. Both party in new exhibit interest in selling but HIGHER price needed.
Why eating these 2 are important? Bc their share percent allow them to be able to interfere in decision making of the Group.
Clearing both will make the path clear with F& N to deal with only. Lesser party better. More cook spoilt the soup.
The rest of the shareholder in public...i doubt is their interest.. To them can take more from public is good, if cannot, is ok now.
Anyway the move to date by the Thai makes business sense. Take the whole of F& N, emm seems like no point at all...
Current F& N share value is overvalued if no coy bidding for it. F& N actually know the consequence also..
N it is interesting to see how F& N director deal with it. A wrong move will send F& N share price bk to ~$6 (bk to future).
flyfox ( Date: 10-Oct-2012 22:11) Posted:
F& N board may reject Thai tycoon's offer to buy out company
http://www.channelnewsasia.com/stories/singaporebusinessnews/view/1230609/1/.htmlF& N directors say Thai tycoon's offer is " not compelling, but fair"
http://www.straitstimes.com/breaking-news/money/story/fn-directors-say-thai-tycoons-offer-not-compelling-fair-20121010
bad news huh?
|
|
F& N board may reject Thai tycoon's offer to buy out company
http://www.channelnewsasia.com/stories/singaporebusinessnews/view/1230609/1/.html
F& N directors say Thai tycoon's offer is " not compelling, but fair"
http://www.straitstimes.com/breaking-news/money/story/fn-directors-say-thai-tycoons-offer-not-compelling-fair-20121010
bad news huh?
Current situation work best to THbev.
N the Thai had already mentioned that they may not privatized F& N. They may just go for major share holding.
Thus my guess is THbev may liaised with Prudential & Kirin to get their share.Leaving the rest to , whoever who want to sell than sell to them... No obligation
If that the case... F& N investor.....now maybe their best chance to sell at high at their own risk also.
Things may only change if the Thai willing to fork out higher cost to eat the whole of F& N (that i doubt so, and not keen to see such thing happen also as it may not benefit THBev. )
Lastly rem once THbev stop acquiring, i believe F& N stock value will drop..... It is a common sense thing.
Anyway let continue monitor how the whole saga goes...
THBev cheerio n chong.
| Thai Bev shares rise after F& N gets bid for hospitality unit |
Tags: Overseas Union Enterprise | Fraser And Neave | Thai Beverage Pcl
| WRITTEN BY REUTERS |
| WEDNESDAY, 10 OCTOBER 2012 12:23 |
Shares of Thai Beverage Pcl rose as much as 11.5% on Wednesday after its takeover target Fraser and Neave received a bid for its hospitality and serviced residence business.
Companies linked to Thai billionaire Charoen Sirivadhanabhakdi, including Thai Bev, own 33.5% of F& N and have launched an offer to buy all of the Singapore group. By 11:29 a.m., Thai Bev was up nearly 9% at $0.425 on volume of 87.3 million shares traded, 2.7 times its average daily volume over the last five sessions.
Overseas Union Enterprise made a $1.4 billion bid for F& N’s hospitality and serviced residence unit that was rebuffed by the Singapore conglomerate, a source with knowledge of the matter said. |
good if it drops,I ll just buy more.
oldflyingfox ( Date: 10-Oct-2012 17:02) Posted:
| But the price of F& N is now higher than the offer, it may mean that there is another buyer join the biding, and will cause thbev share price to fell if it happened. |
|
But the price of F& N is now higher than the offer, it may mean that there is another buyer join the biding, and will cause thbev share price to fell if it happened.
yea i suppose the takeover will success too . :)
Share this
Digg
Del.icio.us
StumbleUpon
Netscape
Yahoo
Technorati
Googlize this
Facebook
Export PDF
Print
E-mail
