Thai Beverage *Official* (SGX:Y92)

[Perisher]

Nobody interested? I'm tempted to enter. Looks like 0.85 is a good support but overall looks like a long term downtrend.

 

[Perisher]

Increasing net profit over past 5 years. payout ratio 58% or so. Price to book 4.7x.

 

[Average]

is gd... i hope i got cash

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[Tooi Kono Machi De]

Nobody interested? I'm tempted to enter. Looks like 0.85 is a good support but overall looks like a long term downtrend.

Im interested in what mod is looking at

Valuations attractive meh for Thai Bev now

 

[Average]

Im interested in what mod is looking at

Valuations attractive meh for Thai Bev now

some vietnam beer aquisition pending... and possible sale of stakes in FCL.

but all ish still speculation stage

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[Perisher]

Im interested in what mod is looking at

Valuations attractive meh for Thai Bev now

huh, don't follow me, I got many dead ones in the closet too.
RMG stuck, Singtel big fall, Singapore Medical Group also not moving.

Thai Beverage valuation looks good leh, to me.
Nothing major disrupting it other than the thailand 1 year mourning issue which should clear up next year end. The share price follows that event down.

They are acquiring some overseas company to diversify away their operations.

Acquisitions in Vietnam would help Thai Beverage achieve its 2020 goals to expand the group’s overseas operations to 50 per cent of its total revenue from the roughly 20 per cent at present.

Regarding Vinamilk, a representative of State Capital Investment Corporation (SCIC) said that numerous domestic and foreign investors have already registered to join the auction. However, specific information about these investors has yet to be disclosed.

 

[Mr.Canberra]

Vietnam's government is broke.

Firstly relax property rules to let foreigners to buy 50 year leasehold property. Now offloading state asset.

50 year leasehold is a joke. Might as well buy China property at 70 year leasehold.

 

[Takodoro]

Mr Canberra speech is worth $0.85

 

[Tooi Kono Machi De]

some vietnam beer aquisition pending... and possible sale of stakes in FCL.

but all ish still speculation stage

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Im holding FCL leh.

But the thing is Thai Bev de business like buay toh de. Question is at close to 4 times book value, isit worth to go in?

 

[Takodoro]

0.840 to 0.865 is the magical range. Lots of trading around that range.

 

[Average]

Im holding FCL leh.

But the thing is Thai Bev de business like buay toh de. Question is at close to 4 times book value, isit worth to go in?

PB impt meh? should look at ability to earn money man... i nv research one btw, im lazy

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[Tooi Kono Machi De]

PB impt meh? should look at ability to earn money man... i nv research one btw, im lazy

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ok lo..Nibble abit support mod when he enter

 

[Perisher]

Paging for wahkao, what's your view on this?
TA cannot make it, FA solid or not?

 

[Perisher]

ok lo..Nibble abit support mod when he enter

DYODD hor, don't enter because of anyone.
I'm only watching.

 

[Average]

ok lo..Nibble abit support mod when he enter

i also nv commit to buying

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[Wood41]

Analysts love this stock.

 

[HerbalTeaSeller]

Don't buy first! Wait!

 

[uncle168]

last time chang beer

6 x 330ml was $9.90

now

6 x 320ml $15.45

who will buy?

taste like plain water

 

[Perisher]

More details.
http://fifthperson.com/thai-beverage-public-company-limited-5-things-need-know-business/
http://sbr.com.sg/food-beverage/news/thai-beverage-bids-stake-in-vietnams-largest-brewers

 

[strangerjun]

http://forums.hardwarezone.com.sg/105244923-post1229.html