Back

Latest Forum Topics / ThaiBev    Last:0.43    +0.005

Post Reply

ThaiBev Post Reply Rate topic
MichaelSchenker Master	08-Jan-2018 10:05        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anybody got in already? Does not look like going below 90 anytime soon, quite tempted to go in.....maybe see how afternoon soon.
Useful To Me  Not Useful To Me
halleluyah Supreme	05-Jan-2018 13:17        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	its a growth stock...few acquisition last year so will see the fruits of labour....    spore1      ( Date: 05-Jan-2018 12:09) Posted: What is the reason to reach $1.00? Any catalyst? whaler      ( Date: 05-Jan-2018 11:41) Posted: ThaiBev likely to test $1 in coming weeks
Useful To Me  Not Useful To Me
spore1 Supreme	05-Jan-2018 12:09        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is the reason to reach $1.00? Any catalyst? whaler      ( Date: 05-Jan-2018 11:41) Posted: ThaiBev likely to test $1 in coming weeks
Useful To Me  Not Useful To Me
whaler Member	05-Jan-2018 11:41        whaler About Contact  Quote this Post!
x 0   x 0  Alert Admin	ThaiBev likely to test $1 in coming weeks
Useful To Me  Not Useful To Me
wakening_ Member	05-Jan-2018 11:34        wakening_ About Contact  Quote this Post!
x 0   x 0  Alert Admin	the stock price has been very volatile....up/down up/down. do you guys think it will be beyond 0.92 within the next few months?
Useful To Me  Not Useful To Me
halleluyah Supreme	04-Jan-2018 09:34        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long some....wth festive season, coming results shld b gd...gd management n balance sheet...div 0.019.....
Useful To Me  Not Useful To Me
TigTig Master	03-Jan-2018 21:17        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	Earlier on, I was referring to short term price action when I mentioned TB price softening.  I know that in the long term, TB will have a great time out there, as they have an unusually strong leader, Charoen.    He is a strategic thinker, and he understands the market and the psychology a lot more than the other beer makers, even the one he studied under, Carlsberg maker.  I think he exceeded his teacher in this respect.    By taking Sabeco, TB has created a new space to play out it' s strategy.    If one is in for the long term, TB is a very good stock to buy, even at the current price.      TigTig      ( Date: 03-Jan-2018 21:01) Posted: I' m just holding back on stock investments for the moment, so no entry price as yet.  But looking at ThaiBev' s financials (before Sabeco), dividend yield about 3%, ROE exceeding 20%, excellent eps growth, it' s a good stock to buy. Yep, and low debt, surprisingly low.    Only PE is a mtie high, not particularly hung up over book value though comparatively it' s lower than usual or can also say they paid out good dividends resulting in lower retained earnings.    If you' re hot on this stock, go for it.    I' m a little fussy and there' re things happening, making me hold back on stock investments and move most to cash.  Eruditionboy      ( Date: 01-Jan-2018 23:37) Posted: What will be ur E
Useful To Me  Not Useful To Me
TigTig Master	03-Jan-2018 21:01        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m just holding back on stock investments for the moment, so no entry price as yet.  But looking at ThaiBev' s financials (before Sabeco), dividend yield about 3%, ROE exceeding 20%, excellent eps growth, it' s a good stock to buy. Yep, and low debt, surprisingly low.    Only PE is a mtie high, not particularly hung up over book value though comparatively it' s lower than usual or can also say they paid out good dividends resulting in lower retained earnings.    If you' re hot on this stock, go for it.    I' m a little fussy and there' re things happening, making me hold back on stock investments and move most to cash.  Eruditionboy      ( Date: 01-Jan-2018 23:37) Posted: What will be ur EP TigTig      ( Date: 01-Jan-2018 23:30) Posted: I' m also eyeing the stock, and will buy when the dust' s cleared.  Right now, with Sabeco in the fold, TB has a good control of the the Vietnamese market.    However, the premium paid for Sabeco may not be recovered immediately, the fear is that with taxes increasing in Vietnamese beer market, I think it' s 55% or so, from 50%, sales may be affected.    Sabeco' s last quarter results was also not good.    Also, I think the synergies may not be there in the short term for either way, ie Chang into Vietnam market or Vietnamese beer into Thai market.      The other part is the Thai beer market, with taxes raised, the beer sales were ramped up ahead of implementation, hence sales will be slower ahead as the stocks are in the dealers' warehouses.    I think this explains TB' s revenues but this will slow going ahead.      For these two main reasons, TB results may not be so good in 2018, I think.  This will affect the share price, and will be a good time to nibble.    The competition issue is also lingering, Boon Rawd, TB' s biggest competitor in Thailand, is likely to reposition its brands against Chang.  Frankly, I am a beer drinker, and I won' t touch Chang, it' s a cheap beer with lousy taste.  Singha is miles better.  But taste is not the only factor in beer success, it' s marketing, alcohol content, and I think in the poorer segments, the price.    Chang is positioned below Singha and above Leo.  Leo is a little laggard, noone heard of it, which may give Boon Rawd a good chance to push a cheap beer and take back some market share from Chang.    In poorer countries, beer is still not affordable, hence though Charoen has a foothold in those markets, the growth rate is not so fantastic as yet.    Long term, yes, but we are all also in the short term run.
Useful To Me  Not Useful To Me
upupnup Master	03-Jan-2018 06:57        upupnup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, it Ismaili a healthy company. But I think it will go down further. Buy TP: Below $0.90 xxadidasxx      ( Date: 03-Jan-2018 01:44) Posted: Overall good business worth buying at 0.915 TP-0.970
Useful To Me  Not Useful To Me
xxadidasxx Veteran	03-Jan-2018 01:44        xxadidasxx About Contact  Quote this Post!
x 0   x 0  Alert Admin	Overall good business worth buying at 0.915 TP-0.970
Useful To Me  Not Useful To Me
MichaelSchenker Master	02-Jan-2018 07:59        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vietnam is a developing country, therefore a good bet. Impending increase in alcohol tax & excise is not a deterrent for alcohol consumption, in fact a good excuse to increase the price to over compensate the tax levied. Let the Govt be the bad guys. ThaiBev profit actually went up after the Thai Govt hike the alcohol tax (verification needed). Anyway, I m still not in yet, watching and waiting..... upupnup      ( Date: 02-Jan-2018 07:02) Posted: Closed last year on 30/12/16 at $0.85. An 8% capital appreciation in a year is not too bad. It has limited growth potential at home, hence M& A is the way to go. Recent acquisition in Vietna will provide the impetus. If Vietnam brings in good results, it may break $1.00 in 2018, Personally, I dont like the $0.20 NAV and P/B of over 4.   MichaelSchenker      ( Date: 02-Jan-2018 04:28) Posted: ThaiBev close 2017 @ SGD0.92 cd (THB0.67) Lets see how it shall perform in 2018
Useful To Me  Not Useful To Me
upupnup Master	02-Jan-2018 07:02        upupnup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Closed last year on 30/12/16 at $0.85. An 8% capital appreciation in a year is not too bad. It has limited growth potential at home, hence M& A is the way to go. Recent acquisition in Vietna will provide the impetus. If Vietnam brings in good results, it may break $1.00 in 2018, Personally, I dont like the $0.20 NAV and P/B of over 4.   MichaelSchenker      ( Date: 02-Jan-2018 04:28) Posted: ThaiBev close 2017 @ SGD0.92 cd (THB0.67) Lets see how it shall perform in 2018
Useful To Me  Not Useful To Me
MichaelSchenker Master	02-Jan-2018 04:28        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	ThaiBev close 2017 @ SGD0.92 cd (THB0.67) Lets see how it shall perform in 2018
Useful To Me  Not Useful To Me
Eruditionboy Senior	01-Jan-2018 23:37        Eruditionboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	What will be ur EP TigTig      ( Date: 01-Jan-2018 23:30) Posted: I' m also eyeing the stock, and will buy when the dust' s cleared.  Right now, with Sabeco in the fold, TB has a good control of the the Vietnamese market.    However, the premium paid for Sabeco may not be recovered immediately, the fear is that with taxes increasing in Vietnamese beer market, I think it' s 55% or so, from 50%, sales may be affected.    Sabeco' s last quarter results was also not good.    Also, I think the synergies may not be there in the short term for either way, ie Chang into Vietnam market or Vietnamese beer into Thai market.      The other part is the Thai beer market, with taxes raised, the beer sales were ramped up ahead of implementation, hence sales will be slower ahead as the stocks are in the dealers' warehouses.    I think this explains TB' s revenues but this will slow going ahead.      For these two main reasons, TB results may not be so good in 2018, I think.  This will affect the share price, and will be a good time to nibble.    The competition issue is also lingering, Boon Rawd, TB' s biggest competitor in Thailand, is likely to reposition its brands against Chang.  Frankly, I am a beer drinker, and I won' t touch Chang, it' s a cheap beer with lousy taste.  Singha is miles better.  But taste is not the only factor in beer success, it' s marketing, alcohol content, and I think in the poorer segments, the price.    Chang is positioned below Singha and above Leo.  Leo is a little laggard, noone heard of it, which may give Boon Rawd a good chance to push a cheap beer and take back some market share from Chang.    In poorer countries, beer is still not affordable, hence though Charoen has a foothold in those markets, the growth rate is not so fantastic as yet.    Long term, yes, but we are all also in the short term run.
Useful To Me  Not Useful To Me
TigTig Master	01-Jan-2018 23:30        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m also eyeing the stock, and will buy when the dust' s cleared.  Right now, with Sabeco in the fold, TB has a good control of the the Vietnamese market.    However, the premium paid for Sabeco may not be recovered immediately, the fear is that with taxes increasing in Vietnamese beer market, I think it' s 55% or so, from 50%, sales may be affected.    Sabeco' s last quarter results was also not good.    Also, I think the synergies may not be there in the short term for either way, ie Chang into Vietnam market or Vietnamese beer into Thai market.      The other part is the Thai beer market, with taxes raised, the beer sales were ramped up ahead of implementation, hence sales will be slower ahead as the stocks are in the dealers' warehouses.    I think this explains TB' s revenues but this will slow going ahead.      For these two main reasons, TB results may not be so good in 2018, I think.  This will affect the share price, and will be a good time to nibble.    The competition issue is also lingering, Boon Rawd, TB' s biggest competitor in Thailand, is likely to reposition its brands against Chang.  Frankly, I am a beer drinker, and I won' t touch Chang, it' s a cheap beer with lousy taste.  Singha is miles better.  But taste is not the only factor in beer success, it' s marketing, alcohol content, and I think in the poorer segments, the price.    Chang is positioned below Singha and above Leo.  Leo is a little laggard, noone heard of it, which may give Boon Rawd a good chance to push a cheap beer and take back some market share from Chang.    In poorer countries, beer is still not affordable, hence though Charoen has a foothold in those markets, the growth rate is not so fantastic as yet.    Long term, yes, but we are all also in the short term run.
Useful To Me  Not Useful To Me
upupnup Master	01-Jan-2018 22:40        upupnup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Healthy company, but NAV is less than S$0.20 and  Price/Book value is more than 4. From memory, it attempted to break the $1.00 barriers a few times but failed, likely to stay range bound between $0.85-$.095.   TigTig      ( Date: 01-Jan-2018 22:16) Posted: No idea what the share price will turn out to be in the next week.  Agree that TB is a good stock to own for long term, mainly because of Charoen, his forceful character and ambition.  Short term, really don' t know.  I considered buying TB too, studied the Thai beer market, and decided I won' t.  There are risks I am not willing to take.    Eruditionboy      ( Date: 01-Jan-2018 21:43) Posted: So short run, price will continue to plummet
Useful To Me  Not Useful To Me
TigTig Master	01-Jan-2018 22:16        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	No idea what the share price will turn out to be in the next week.  Agree that TB is a good stock to own for long term, mainly because of Charoen, his forceful character and ambition.  Short term, really don' t know.  I considered buying TB too, studied the Thai beer market, and decided I won' t.  There are risks I am not willing to take.    Eruditionboy      ( Date: 01-Jan-2018 21:43) Posted: So short run, price will continue to plummet? TigTig      ( Date: 01-Jan-2018 21:40) Posted: There' re many reasons, Sabeco is the chief reason I think.  Everyone knows TB overpaid, which may be a good decision for the long run, immediate impact likely not good. The other is the anticipation sales will be lower because of sales ramp up due to tax.      Beer market is also very competitive in Thailand, Chang had a good run in 2017, no guarantee success will continue as Boon Rawd is also entrenched in the Thai market with Singha and Leo.    So  I think most would not expect good results for next few quarters for Thaibev.
Useful To Me  Not Useful To Me
MichaelSchenker Master	01-Jan-2018 21:58        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think its a good time to buy. ThaiBev is one of my pick for 2018. They are gaining from strength to strength. First they swallow F& N, then Myanmar brewery, now Vietnam. I guess they have already or set to corner the S.E.Asia market. (The part of S.E.A whereby beer is part of their Everyday lives).  Though not sure why it recently pulled back. Not gonna think too much into it, just waiting for opportunity to get in on a bad market day. Anyway, Charoen&rsquo s counters are always good bet or investment.
Useful To Me  Not Useful To Me
Eruditionboy Senior	01-Jan-2018 21:43        Eruditionboy About Contact  Quote this Post!
x 0   x 0  Alert Admin	So short run, price will continue to plummet? TigTig      ( Date: 01-Jan-2018 21:40) Posted: There' re many reasons, Sabeco is the chief reason I think.  Everyone knows TB overpaid, which may be a good decision for the long run, immediate impact likely not good. The other is the anticipation sales will be lower because of sales ramp up due to tax.      Beer market is also very competitive in Thailand, Chang had a good run in 2017, no guarantee success will continue as Boon Rawd is also entrenched in the Thai market with Singha and Leo.    So  I think most would not expect good results for next few quarters for Thaibev.      Eruditionboy      ( Date: 01-Jan-2018 21:30) Posted: Anyone in F&B here? Is this share price drop right after announcement of Sabeco because of capital concerns or xmas low volume? Any comments on this stock will be appreciated
Useful To Me  Not Useful To Me
TigTig Master	01-Jan-2018 21:40        TigTig About Contact  Quote this Post!
x 0   x 0  Alert Admin	There' re many reasons, Sabeco is the chief reason I think.  Everyone knows TB overpaid, which may be a good decision for the long run, immediate impact likely not good. The other is the anticipation sales will be lower because of sales ramp up due to tax.      Beer market is also very competitive in Thailand, Chang had a good run in 2017, no guarantee success will continue as Boon Rawd is also entrenched in the Thai market with Singha and Leo.    So  I think most would not expect good results for next few quarters for Thaibev.      Eruditionboy      ( Date: 01-Jan-2018 21:30) Posted: Anyone in F&B here? Is this share price drop right after announcement of Sabeco because of capital concerns or xmas low volume? Any comments on this stock will be appreciated. satruz      ( Date: 26-Dec-2017 16:25) Posted: Seems to have stabilised liao
Useful To Me  Not Useful To Me

                                                         First   < Newer   10301-10320 of 10963   Older>   Last