ThaiBev    Last:0.48   -

up or down on debut?

Anyone drink Chang beer today?

 

smell like a bear trap at 0.665

 

Here you go ...Chang Beer
.....🍺 🍺 🍺 .....relax n enjoy!!!

 

I'm exhausted bro... Pls give me a Chang Beer!!! Boat pls keep moving!

 

Lol. I also invested these few days is sea of red so drop i believe is normal.

Meanwhile you can read about Charoen. :)

http://www.fool.sg/2013/05/5-things-you-should-know-about-thai-beverage/?source=s76yhocs0070001

novice_trader      ( Date: 30-May-2013 11:15) Posted: Going down hill ever since... Still vested but hope it will move up soon? Any advice?

 

Going down hill ever since... Still vested but hope it will move up soon? Any advice?

 

Look forward. When F&N does unload some of the Billions back to shareholders... ThaiB and its owners will be loaded with cash for expansion and acquisitions. Who knows, F&N buys over ThaiB in the not-so-distant future? :pThese days it's all about going from Left pocket to Right pocket...

Flashstep      ( Date: 29-May-2013 01:59) Posted: Another setback, probably. http://mobile.usablenet.com/mt/www.moodys.com/research/Moodys-downgrades-Thai-Bevs-issuer-rating-to-Baa3-outlook-stable--PR_274116?un_jtt_redirect

 

When it corrects heavily like 5c or more,it is an opportunity to buy.

Come 60c come.

 

Old news???

 

Another setback, probably. http://mobile.usablenet.com/mt/www.moodys.com/research/Moodys-downgrades-Thai-Bevs-issuer-rating-to-Baa3-outlook-stable--PR_274116?un_jtt_redirect

 

＂ True Balance in your life with Chang Thai Beer"
Heheeee! chan mao lia! (I am drunk al..ready lah) Cheers Chang Beer!!!

 

Lifeisgreat      ( Date: 27-May-2013 10:27) Posted: abang memang untung banyak banyak!  GorgeousOng      ( Date: 27-May-2013 10:23) Posted: My lunch Veggie + Marlin+ Beer.... Healthy lunch!!!! Yummy yummy!!!

 

abang memang untung banyak banyak! 

GorgeousOng      ( Date: 27-May-2013 10:23) Posted: My lunch Veggie + Marlin+ Beer.... Healthy lunch!!!! Yummy yummy!!!

 

My lunch
Veggie + Marlin+ Beer....
Healthy lunch!!!! Yummy yummy!!!

 

i just q to jeep more! 

 

Mao lia!Drunk a..re..dy!!!

 

ThaiBev unveils new key strategy

Following the recent acquisition by TCC Group of the Singapore-based Fraser & Neave (F& N), Thai Beverage (ThaiBev) yesterday unveiled a plan for logistics synergy as its key strategy to penetrate the Asean market.

ThaiBev is the beverage arm of TCC Group, and F& N Dairy (Thailand) is F& N's local subsidiary.

The move aims to cash in on the upcoming Asean Economic Community, which will be fully effective in 2015.

Marut Buranasetkul, Thai Beverage senior vice president, said the company would rely on the strong network of F& N to export Oishi products to Singapore and Malaysia by this year. It is also seeking an opportunity to market Chang beer in Asean, in order to build awareness of Thai brands in this region.

ThaiBev is targeting revenue growth of 15-20 per cent this year, up from Bt150 billion last year, mainly contributed by the alcohol business at 80 per cent and 20 per cent from non-alcohol business.

Meanwhile, F& N Dairy (Thailand) wants to synergise the logistics network with ThaiBev to penetrate the Asean market aimed at doubling its sales to Bt20 billion in the next five years, Indochina manager Jirawat Daechasatien said.

He said the company would also promote Tea Pot, its brand for condensed milk, as a regional brand within Asean.

He said the company has set a five-year plan, from 2013-17, to focus on brand building and Asean market penetration, especially in the Cambodia, Laos, Myanmar, Vietnam (CLMV) markets, which have a similar culture, consumer behaviour and religion as Thailand.

Some markets have high potential such as Vietnam, where the dairy market in all segments is worth about Bt70 billion, about 30 per cent bigger than Thailand.

" We will spend about Bt500 million budget annually for marketing activities and promote our products both domestically and at the regional level. Tea Pot condensed milk will be our flagship brand to penetrate the regional market. They will follow the brand-building success of Tiger Beer, which is now a successful global brand," he said.

 

Promising, plenty of upside with time and right market environment

 

Thai Beverage was the biggest gainer and rose as much as 5.2% to a record $0.71. Highlighting Myanmar’s strong potential in the beer market, Standard Chartered issued a bullish report and said Thai Beverage was an “excellent proxy” for the opportunities in Myanmar.

“The country’s extended isolation has led to a shortage of basic consumer items - and a thirst for beer. Myanmar could generate 47% of Thai Beverage’s beer volume growth in 2013 to 2017,” it said.

“Thai Bev has a 29% stake in F& N, which controls Myanmar Brewery. We think Thai Bev is likely to acquire F& N’s F& B business in a restructuring.”

Thai billionaire Charoen Sirivadhanabhakdi, through Thai Beverage and TCC Assets, is F& N’s biggest shareholder.   ...Last Done: $0.700...

 

I read some where expect no special dividend for Thbev investors.The money from APB sale and FNN dividends would be used to par down their debts.

tonylim      ( Date: 22-May-2013 10:46) Posted: Thanks for the info that FN has a controlling stake in the Myammar Brewery House.  Is there any other reasons for Today's rise - can it be a special dividend to be announced soon for the profit distribution for APB? Octavia      ( Date: 22-May-2013 09:59) Posted: SCB visited Myanmar and met the management of F& N, who controls Myanmar Brewery. House note that the country’s extended isolation has led to a shortage of basic consumer items and a thirst for beer. Going forward, think Thai Bev is likely to acquire F& N’s F& B business in a restructuring. Assuming the restructuring, estimate Myanmar could represent 47% of Thai Bev’s beer vol growth in 2013-17. Myanmar brewery currently has 83% of market share in Myanmar’s beer industry. Previously Heineken was barred from investing in Myanmar due to the EU sanctions. Myanmar Brewery was therefore lodged in F& N’s F& B business. Overall, note that Myanmar is at a nascent stage as a consumer play and Thai Bev stands out among Myanmar consumer opportunities. In 2013-17, estimate about 15% of Thai Bev‟ s beer revenue growth could be driven by Myanmar.