F&N?

[chensing]

Those who bought at $9.55 F&N make money liao at today's price 3.49+$3.28(capital repayment done)+ 2 FCL shares worth about $1.80 each) +$180 dividend approx $10,540 verses $9550(excluding brokerage)


The pte placement at about $5.56 to maintain its public float and remain on sgx minus $3.49 =2.07 2.07/2=$1.035 for each FCL shares..the FCL will likley trade >these share price..assuming $1.80..the recent pte share placement holders can still make about $1520 per lot calculated as (1.80-1-035)x2...besides another 12-15% dividend and proposed 42cts capital repayment(will take some time)

 

[Konnichiwa]

I am now concern the future of F&N rather than the payout given out now. Can F&N achieve growth given Kenna take over by Thai bev...

Should I stay invested in F&N or exit once I make a profit?

 

[blackvice]

I am now concern the future of F&N rather than the payout given out now. Can F&N achieve growth given Kenna take over by Thai bev...

Should I stay invested in F&N or exit once I make a profit?

yes that is the key .

 

[Konnichiwa]

yes that is the key .

Actually I am hoping just to stay invested in F&N collect dividends, hoping capital appreciation in future.

Some thought in my mind:
1. Since thai bev and TCC is holding a lot of F&N shares and it is still listed, it is only to their advantage that F&N will do well which in turn translate into appreciation of share prices.
2. By stripping of F&N of its "excess" cash, it is forcing F&N to generate more cash from running its business well.
3. Since the thai beer is holding so much of F&N share, it doesnt do them good if the share prices depreciates.

In conclusion, I am likely to stay invested.

 

[gaara666]

can anyone advise what is the product mix of F&N? what % of the conglomerate is F&B, what % is publishing, what % is properties?

 

[chensing]

From the newspaper reports on interviews of FCL ,CEO looks like FCL will be more exciting -Synergy with TCC in Thailand and recurrent income from China,Australia,S'pore,etc..F& N left the dividends and capital repayments of 42cts ,potential cross sell of products btw Thai Beverage ..unfavourable the looming lawsuits in Mynammar..nothing spectacular left?

Based on F&N closing before xe was $6.38-$3.52=$2.86 2.86 divided by 2=$1.43 theoretical that's the price of 1 FCL warrant since the sum og its parts equal the whole

 

[worldir]

wait for 9 jan, FCL.listing... then decide whether to buy

 

[Garlic & Butter]

From the newspaper reports on interviews of FCL ,CEO looks like FCL will be more exciting -Synergy with TCC in Thailand and recurrent income from China,Australia,S'pore,etc..F& N left the dividends and capital repayments of 42cts ,potential cross sell of products btw Thai Beverage ..unfavourable the looming lawsuits in Mynammar..nothing spectacular left?

Based on F&N closing before xe was $6.38-$3.52=$2.86 2.86 divided by 2=$1.43 theoretical that's the price of 1 FCL warrant since the sum og its parts equal the whole

did the FCL holders got a good deal?

The cash equivalent per Share for the dividend in specie of the Company is S$2.0146873
(rounded to seven decimal places), being the amount of S$2,911,034,349 divided by
1,444,906,286.

thats 58cts above

 

[adrianloh]

Hi folks,

Just wondering if F&N shares still worth considering?

 

[Konnichiwa]

Hi folks,

Just wondering if F&N shares still worth considering?

I have sold my F&N shares which initially wanted to hold for long term after seeing the Straits Times new about its results.

Will buy back once the price had a fall, or if it falls...

 

[galaxynote]

Up for this stock

 

[R0CKLEE]

Anything about this counter? I see it drop a lot recently.

 

[Z070188]

F&N drop after its captial reduction of 42 cents. The dividends no longer 15.5 cents. I presume at most 6 cents after FCL separated from F&N. So current price above $3 not worth it.

 

[Jupiter2017]

http://www.businesstimes.com.sg/companies-markets/fns-full-year-profit-jumps-to-s13-billion
Wed, Nov 08, 2017 - 6:52 PM
F&N's full-year profit jumps to S$1.3 billion

FRASER & Neave's (F&N) full-year net profit has surged to S$1.3 billion from S$108.1 million a year ago after a fair value adjustment and exceptional gain of S$1.2 billion, which arose largely from the realisation of fair value adjustment reserve upon change of interests in Vietnam Dairy Products Joint Stock Co (Vinamilk).
Net profit before fair value adjustment and exceptional items was S$100 million for the 12 months ended Sept 30, 2017, down 8.3 per cent from a year ago.
The lower earnings were attributed mainly to higher finance cost due to borrowings to finance the acquisition of Vinamilk shares, weaker beverages and concentrate sales, and higher marketing expenses.
For the year ended Sept 30, 2017, earnings per share (EPS) was 6.9 Singapore cents before fair value adjustment and exceptional items, down from 7.5 Singapore cents the year before.
After fair value adjustment and exceptional items, EPS is 88.7 Singapore cents in FY 2017, up from 7.5 Singapore cents in FY 2016.
In FY 2017, revenue fell 4.1 per cent to S$1.9 billion, dragged by the decrease in revenue from the beverages, and publishing and printing businesses.
Beverages revenue decreased 13 per cent (-10 per cent in constant currency), to S$499 million in FY 2017. Lower revenue, rising input costs and continued brand investment cost resulted in a loss of S$4 million for beverages, versus profit before interest and tax of S$23 million in FY 2016.
Publishing and printing FY 2017 revenue fell 5 per cent to S$293 million, mainly due to a decline in textbook sales and advertising income from publishing, coupled with lower book volume sales due to a weak Christmas season and poor trade book retail sentiment.
Koh Poh Tiong, chairman of the F&N Board Executive Committee, said: "FY 2017 was a challenging year for our F&B business, as rising input costs and declining consumer confidence had an adverse impact on our earnings. Especially in Malaysia, aggressive discounting by competitors and rising input costs impacted sales and profits."
F&N closed at S$2.53 on Wednesday, down two Singapore cents, or 0.8 per cent.

 

[Jupiter2017]

http://www.businesstimes.com.sg/com...63-due-to-contribution-from-associate-company
F&N's net profit for Q1 up 16.3%, due to contribution from associate company
Fri, Feb 09, 2018 - 9:41 PM Vivien Shiao vshiao@sph.com.sg

FRASER and Neave (F&N) posted a net profit of S$26.1 million for the first quarter ended Dec 31, 2017, up 16.3 per cent from a year ago, due to strong performance from the group's associate company, Vietnam Dairy Products Joint Stock Company.
Revenue slid 1.6 per cent to S$487.1 million, impacted by a 16 per cent dip in revenue in its beverages segment.
The decline in soft drink sales was attributed mainly to Malaysia, due partly to competitive pricing pressures and the absence of contribution from Chinese New Year sales owing to the earlier sell-in booked in 1Q2017.
In Singapore, certain soft drinks segments were also negatively affected by campaigns against diabetes, while sales in new markets were impacted by challenges faced in the route-to-market.
Earnings per share stood at 1.8 Singapore cents up from 1.5 cents previously. No dividend was declared for the quarter.
Looking ahead, the group said that contribution from its associated company, Vinamilk, is expected to increase as the group will factor in the results of Vinamilk for the full 12 months in this new financial year.
"We will continue to invest in new markets and at the same time strive to maximise the benefits of capex projects and harmonised distribution network," said the group.
The group said that it will continue to pursue new investment opportunities to further grow its beverages and dairies businesses.
As a result of restructuring activities undertaken by the printing and publishing business over the past year, the group expects losses to continue to narrow in the new financial year.
"Publishing will continue to invest in its digital business and overseas markets by leveraging on its strength in the education content segment. The group will continue to ensure that the cost structure remains sustainable, while at the same time explore opportunities to enter into new business segments," added F&N.
In a separate announcement, F&N said that the group had successfully raised its shareholding in Vinamilk from 18.7 per cent to 19.2 per cent this quarter, in a series of open market purchases.

price link: http://www.shareinvestor.com/fundamental/factsheet.html?counter=F99.SI

 

[singqian]

this stock can hold?

 

[reddevil0728]

this stock can hold?

just saw your post in the TSM chat. thought you would have an opinion of this?

 

[singqian]

just saw your post in the TSM chat. thought you would have an opinion of this?

TSM US got a lot news... this F99 SI no news and is food beverage industry... the price down early year and very less trading volume.. thats why want to know why Singapore Market is quiet or traditional F & B stock is quiet...