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Alignment Elite	02-Sep-2026 18:28        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The carrier has docked. Hopefully the ladyboys will keep the sailors happy and drinking Chang.
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Southmouse Member	01-Sep-2026 12:05        Southmouse About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.reuters.com/world/asia-pacific/us-carrier-visit-thailands-pattaya-lifts-hope-sex-tourism-risk-2026-08-31/ 5000+ onboard + probably family members flying over etc etc potentially 15000 beer thirsty drinkers.
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governor Veteran	31-Jul-2026 17:37        governor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wolf Money(portfolio update end July 2026)long post Thai Bev related   Space &ldquo Jam&rdquo (Scam)  Scams are everywhere. The legit and the illegal. &ldquo Remember the Time&rdquo when a friend named &ldquo Billie Jean&rdquo sold you an investment that promised high return. https://lonewolfinvestor.blogspot.com/2026/07/wolf-moneyportfolio-update-end-july.html?m=1
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Alignment Elite	27-Jul-2026 01:06        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	https://www.thestar.com.my/aseanplus/aseanplus-news/2026/07/26/italian-students-fined-after-bts-train-dispute-with-thai-woman#goog_rewarded More farang bad behaviour in Thailand is only going to encourage the government to tighten up its visa requirements
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governor Veteran	24-Jul-2026 17:38        governor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wolf Money(Thai Beverage PCL)sold It is a hard decision to sell off Thai Bev at the same price today. I like Thai Bev&rsquo s business, but the geopolitical situation in the Middle East over the last few days is giving me shivers. It is my belief, the market is underpricing risks of the Trump administration being drawn into a forever war.   Another war front at the Red Sea will create more supply shock. Oil prices are starting to look expensive again. This will cause a drag on the Asian economy. With the stockpile of oil in many countries depleted. $150 per barrel oil might become a reality. https://lonewolfinvestor.blogspot.com/2026/07/wolf-moneythai-beverage-pclsold.html
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Alignment Elite	19-Jul-2026 00:45        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	https://www.bangkokpost.com/thailand/general/3285840/isafree-period-halved-many-countries-dropped Thai cabinet partially reverses no visa requirement for Indians. Now can stay for 30 days down from 60. Same as the situation for Europeans. Better than Indians than when the visa requirement was introduced, which led to a 20% fall in Indian tourism.
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governor Veteran	17-Jul-2026 16:47        governor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wolf Money(Thai Beverage) https://lonewolfinvestor.blogspot.com/2026/07/wolf-moneythai-beverage.html?m=1
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tongphlp Supreme	04-Jul-2026 16:01        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	did they had some beer before the analysing?  Joelton      ( Date: 04-Jul-2026 14:11) Posted: Analysts stay positive as ThaiBev&rsquo s beer IPO remains in the works Two major entities controlled by Thailand&rsquo s Sirivadhanabhakdi family made their respective presence felt in Singapore last week. Frasers Property announced an asset reshuffling involving its controlling shareholders to improve its financial metrics as a listed entity. In contrast, Thai Beverage&rsquo s management, in town to hold an annual information meeting for shareholders, has no positive surprises for the market. This counter is among the handful of large caps that have stayed put as the broader market rallied over the last couple of years. Nonetheless, various analysts have reiterated their positive view on the maker of Chang Beer, which holds an indirect stake in Vietnamese dairy goods producer Vinamilk. CGS International&rsquo s Meghana Kande and Lim Siew Khee estimate that Vinamilk contributed approximately 6% of ThaiBev&rsquo s core patmi for 1HFY2026 ended March 31. They suggest that ThaiBev could increase its exposure to Vinamilk and expand into Vietnam&rsquo s non-alcoholic beverage market. For context, ThaiBev&rsquo s subsidiary Fraser & Neave increased its stake in Vinamilk by 4.6% to 24.99% in December 2025. As F& N&rsquo s stake in Vinamilk falls just below the 25% mandatory takeover limit, Kande and Lim believe ThaiBev could potentially increase its exposure to Vinamilk through another subsidiary, Sabeco, which is Vietnam&rsquo s largest beer producer. ThaiBev owns 53.5% of Sabeco. Beyond dairy, Kande and Lim believe ThaiBev is keen to expand its non-alcoholic beverage portfolio, as evidenced by its attempts to acquire a Vietnamese soft-drinks factory. Meanwhile, the long-talked-about spinoff listing of the beer business remains in the works. ThaiBev, according to the CGSI analysts, is exploring options with alternative parties for its planned BeerCo IPO following internal reorganisation at its potential partner. As such, investors holding out for this potential value-unlocking may need to wait longer. Chee Zheng Feng of DBS Group Research believes geopolitical tensions have delayed the timeline for a BeerCo IPO, with management reiterating that the IPO remains under consideration. For PhillipCapital&rsquo s Paul Chew, BeerCo&rsquo s spinoff remains an asset monetisation opportunity as Southeast Asia, especially Vietnam, is a growing consumer market attractive to strategic investors. Besides beer, ThaiBev has a significant spirits portfolio, which has grown in Myanmar with its Grand Royal portfolio enjoying &ldquo good&rdquo traction. Chee of DBS notes that ready-to-drink products are not cannibalising the existing spirits portfolio while delivering higher gross margins than the Thai beer business. He expects the ready-to-drink segment could contribute meaningfully to growth, following US trends in which its market share for this segment doubled from 6% in 2019 to 13% in 2025. However, PhillipCapital&rsquo s Chew warns that consumer sentiment will be hurt by a &ldquo stagflationary&rdquo environment of rising prices and diminishing spending capacity as incomes remain generally flat. ThaiBev is addressing these headwinds with strategies including smaller, affordable packs, convenience through ready-to-drink spirits, new products such as protein beverages and brand extensions into soda and mineral water. In contrast to the growth in Myanmar, the Thai spirits market remains weak, with a 7% decline in the first four months of 2026, attributed to ongoing Thailand-Cambodia border tensions. As such, ThaiBev is focused on building resilience and seeks to secure favourable raw material prices for its next round of contract negotiations with suppliers, according to the CGSI analysts. &ldquo We expect margin expansion to persist in the current FY2026 from previously secured low-cost molasses inventory, with any cost increases from new contracts likely to flow through only towards late-FY2027,&rdquo state Kande and Lim. ThaiBev, according to Chee of DBS, has reassured investors that it has avoided panic-buying raw materials at elevated prices in recent months and instead plans to take advantage of the current price decline to secure inventory. However, prices are still expected to trend higher in FY2027 versus FY2026. &ldquo Strong supplier relationships continue to support favourable pricing and reliable supply,&rdquo says Chee, who adds that he expects input prices to likely come in lower than feared in FY2027, particularly following the recent correction in key raw material costs. He also points out that the company has negotiated cost, insurance, and freight terms, which should provide near-term protection against rising freight costs. In addition, the company should control its marketing costs, as management shared. Despite limited visibility into near-term value unlock from the BeerCo IPO, Chee believes that ThaiBev remains operationally sound. Based on June 24&rsquo s closing price of 44.5 cents, or around 10 times P/E and a more than 5% dividend yield, Chee thinks the valuation appears attractive for income-focused investors seeking resilient dividends with relatively limited downside risk. He values the company at an unchanged 53 cents on a &ldquo buy&rdquo call. Kande and Lim see earnings upside from faster debt repayment as the company completes major planned capex in Cambodia and Malaysia. ThaiBev&rsquo s margin-driven earnings growth and more than 5% dividend yield support its &ldquo add&rdquo rating at an unchanged sum-of-parts valuation of 58 cents, or 12 times P/E. Meanwhile, Chew believes the company&rsquo s current market price remains attractive at a P/E of 10 times, with a dividend yield of around 5.5%. He maintains his target of 53 cents, representing around 12 times P/E for FY2026 estimated earnings
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Joelton Supreme	04-Jul-2026 14:11        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analysts stay positive as ThaiBev&rsquo s beer IPO remains in the works Two major entities controlled by Thailand&rsquo s Sirivadhanabhakdi family made their respective presence felt in Singapore last week. Frasers Property announced an asset reshuffling involving its controlling shareholders to improve its financial metrics as a listed entity. In contrast, Thai Beverage&rsquo s management, in town to hold an annual information meeting for shareholders, has no positive surprises for the market. This counter is among the handful of large caps that have stayed put as the broader market rallied over the last couple of years. Nonetheless, various analysts have reiterated their positive view on the maker of Chang Beer, which holds an indirect stake in Vietnamese dairy goods producer Vinamilk. CGS International&rsquo s Meghana Kande and Lim Siew Khee estimate that Vinamilk contributed approximately 6% of ThaiBev&rsquo s core patmi for 1HFY2026 ended March 31. They suggest that ThaiBev could increase its exposure to Vinamilk and expand into Vietnam&rsquo s non-alcoholic beverage market. For context, ThaiBev&rsquo s subsidiary Fraser & Neave increased its stake in Vinamilk by 4.6% to 24.99% in December 2025. As F& N&rsquo s stake in Vinamilk falls just below the 25% mandatory takeover limit, Kande and Lim believe ThaiBev could potentially increase its exposure to Vinamilk through another subsidiary, Sabeco, which is Vietnam&rsquo s largest beer producer. ThaiBev owns 53.5% of Sabeco. Beyond dairy, Kande and Lim believe ThaiBev is keen to expand its non-alcoholic beverage portfolio, as evidenced by its attempts to acquire a Vietnamese soft-drinks factory. Meanwhile, the long-talked-about spinoff listing of the beer business remains in the works. ThaiBev, according to the CGSI analysts, is exploring options with alternative parties for its planned BeerCo IPO following internal reorganisation at its potential partner. As such, investors holding out for this potential value-unlocking may need to wait longer. Chee Zheng Feng of DBS Group Research believes geopolitical tensions have delayed the timeline for a BeerCo IPO, with management reiterating that the IPO remains under consideration. For PhillipCapital&rsquo s Paul Chew, BeerCo&rsquo s spinoff remains an asset monetisation opportunity as Southeast Asia, especially Vietnam, is a growing consumer market attractive to strategic investors. Besides beer, ThaiBev has a significant spirits portfolio, which has grown in Myanmar with its Grand Royal portfolio enjoying &ldquo good&rdquo traction. Chee of DBS notes that ready-to-drink products are not cannibalising the existing spirits portfolio while delivering higher gross margins than the Thai beer business. He expects the ready-to-drink segment could contribute meaningfully to growth, following US trends in which its market share for this segment doubled from 6% in 2019 to 13% in 2025. However, PhillipCapital&rsquo s Chew warns that consumer sentiment will be hurt by a &ldquo stagflationary&rdquo environment of rising prices and diminishing spending capacity as incomes remain generally flat. ThaiBev is addressing these headwinds with strategies including smaller, affordable packs, convenience through ready-to-drink spirits, new products such as protein beverages and brand extensions into soda and mineral water. In contrast to the growth in Myanmar, the Thai spirits market remains weak, with a 7% decline in the first four months of 2026, attributed to ongoing Thailand-Cambodia border tensions. As such, ThaiBev is focused on building resilience and seeks to secure favourable raw material prices for its next round of contract negotiations with suppliers, according to the CGSI analysts. &ldquo We expect margin expansion to persist in the current FY2026 from previously secured low-cost molasses inventory, with any cost increases from new contracts likely to flow through only towards late-FY2027,&rdquo state Kande and Lim. ThaiBev, according to Chee of DBS, has reassured investors that it has avoided panic-buying raw materials at elevated prices in recent months and instead plans to take advantage of the current price decline to secure inventory. However, prices are still expected to trend higher in FY2027 versus FY2026. &ldquo Strong supplier relationships continue to support favourable pricing and reliable supply,&rdquo says Chee, who adds that he expects input prices to likely come in lower than feared in FY2027, particularly following the recent correction in key raw material costs. He also points out that the company has negotiated cost, insurance, and freight terms, which should provide near-term protection against rising freight costs. In addition, the company should control its marketing costs, as management shared. Despite limited visibility into near-term value unlock from the BeerCo IPO, Chee believes that ThaiBev remains operationally sound. Based on June 24&rsquo s closing price of 44.5 cents, or around 10 times P/E and a more than 5% dividend yield, Chee thinks the valuation appears attractive for income-focused investors seeking resilient dividends with relatively limited downside risk. He values the company at an unchanged 53 cents on a &ldquo buy&rdquo call. Kande and Lim see earnings upside from faster debt repayment as the company completes major planned capex in Cambodia and Malaysia. ThaiBev&rsquo s margin-driven earnings growth and more than 5% dividend yield support its &ldquo add&rdquo rating at an unchanged sum-of-parts valuation of 58 cents, or 12 times P/E. Meanwhile, Chew believes the company&rsquo s current market price remains attractive at a P/E of 10 times, with a dividend yield of around 5.5%. He maintains his target of 53 cents, representing around 12 times P/E for FY2026 estimated earnings
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tongphlp Supreme	30-Jun-2026 20:14        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	who r they trying to milk?...... Joelton      ( Date: 30-Jun-2026 09:15) Posted: CGSI, DBS and PhillipCapital like Thai Beverage with Vietnamese milk After Thai Beverage&rsquo s annual information meeting on June 24, CGS International (CGSI), DBS and PhillipCapital analysts reiterate their liking for Chang Beer&rsquo s maker, which holds an indirect stake in Vietnamese dairy goods producer Vinamilk. CGSI&rsquo s Meghana Kande and Lim Siew Khee maintain their &ldquo add&rdquo call with unchanged target price of 58 cents in their June 24 note DBS&rsquo s Chee Zheng Feng holds his &ldquo buy&rdquo call at an unchanged 53 cents in his June 25 report and PhillipCapital' s Paul Chew maintains " buy" at unchanged target of 53 cents in his June 29 report. Kande and Lim estimates Vinamilk to have contributed approximately 6% of ThaiBev&rsquo s core PATMI for 1H FY2026 ended March 31. They hint that ThaiBev could increase its exposure to Vinamilk and expand into Vietnam&rsquo s non-alcoholic beverage market. For context, ThaiBev&rsquo s subsidiary Fraser & Neave increased its stake in Vinamilk by 4.6% to 24.99% in December 2025. As F& N&rsquo s stake in Vinamilk falls just below the 25% mandatory takeover limit, CGSI suspect ThaiBev could potentially increase its exposure to Vinamilk through another subsidiary SABECO, which is Vietnam&rsquo s largest beer producer. ThaiBev owns 53.5% of SABECO. Beyond dairy, Kande and Lim believe that ThaiBev is keen to expand its non-alcoholic beverage portfolio as evidenced by attempts to acquire a Vietnamese soft drinks factory. BeerCo IPO cheer - when? ThaiBev says it is exploring options with alternative parties for its planned BeerCo IPO following internal reorganisation at its potential partner, shares CGSI, which believes investors holding out for this potential value-unlocking may need to wait longer. BeerCo is a subsidiary which consolidates ThaiBev&rsquo s brewery operations and regional brands. DBS adds that geopolitical tensions have delayed the timeline for a BeerCo IPO, with management reiterating that the IPO remains under consideration. For Chew, BeerCo' s spinoff remains an asset monetisation opportunity as Southeast Asia, especially Vietnam, is a growing consumer market attractive to strategic investors. Resilient spirits in ' stagflationary' environment CGSI points out that stronger sales in Myanmar contributed to the growth in the spirits segment, with the Grand Royal portfolio enjoying &ldquo good&rdquo traction. The Mainboard-listed company also expanded its product line, launching new ready-to-drink spirits products in the Thai market in early FY2026 to drive incremental volumes. Furthermore, DBS notes that the company recently launched a new Thai whisky brand, Prakaan, and continues to expand in the ready-to-drink segment. Management shares that the ready-to-drink products are not cannibalising the existing spirits portfolio while delivering higher gross margins than the Thai beer business, according to Chee who adds that minimal capex is required as production can be supported by existing plant infrastructure. The way Chee sees it, the ready-to-drink segment could contribute meaningfully to growth, following US trends where market share for this segment doubled from 6% in 2019 to 13% in 2025. However, Chew believes that the consumer is enduring a " stagflationary" environment of rising prices and diminishing spending capacity as incomes remain generally flat. He adds that ThaiBev is addressing these headwinds with strategies including smaller, affordable packs, convenience through ready-to-drink spirits, new products such as protein beverages, and brand extensions into soda and mineral water. In addition, the Thai spirits market maintains its weakness, seeing a 7% decline in the first four months of 2026, attributed to ongoing Thailand-Cambodia border tensions. As such, ThaiBev is focused on building resilience and seeks to secure favourable raw material prices for its next round of contract negotiations with suppliers, according to CGSI. &ldquo We expect margin expansion to persist in FY26F from previously secured low-cost molasses inventory, with any cost increases from new contracts likely to flow through only towards late-FY27F,&rdquo state Kande and Lim. Chee provides more details, sharing that management reassured investors that it has avoided panic buying raw materials at elevated prices in recent months and instead, plans to take advantage of the current price decline to secure inventory, although prices are still expected to trend higher in FY2027 versus FY2026. &ldquo Strong supplier relationships continue to support favourable pricing and reliable supply,&rdquo writes Chee who adds that he expects input prices to likely come in lower than feared in FY2027, particularly following the recent correction in key raw material costs. He also points out that the company has also negotiated cost, insurance, and freight terms, which should provide near-term protection against rising freight costs. In addition, the company should be controlling its marketing costs as shared by management. Despite limited visibility on near-term value unlock via BeerCo IPO, Chee believes that ThaiBev remains operationally sound. Based on June 24&rsquo s closing price of 44.5 cents, or approximately 10 times P/E and a more than 5% dividend yield, Chee thinks the valuation appears attractive for income-focused investors seeking resilient dividends with relatively limited downside risk. He values the company at an unchanged 53 cents on a &ldquo buy&rdquo call. For Kande and Lim, they see earnings upside from faster debt repayment as the company completes major planned capex in Cambodia and Malaysia. ThaiBev&rsquo s margin-driven earnings growth and more than 5% dividend yield support their &ldquo add&rdquo rating at unchanged sum-of-parts 58 cents valuation, or 12 times P/E. Meanwhile, Chew believes the company' s current market price remains attractive at 10 times P/E with a dividend yield of around 5.5%. He maintains his target 53 cents, representing around 12 times P/E for FY2026 estimated earnings. As at around 10.15am on June 29, ThaiBev is trading at 43.5 cents, down 0.5 cents or 1.1%.
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Joelton Supreme	30-Jun-2026 09:15        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	CGSI, DBS and PhillipCapital like Thai Beverage with Vietnamese milk After Thai Beverage&rsquo s annual information meeting on June 24, CGS International (CGSI), DBS and PhillipCapital analysts reiterate their liking for Chang Beer&rsquo s maker, which holds an indirect stake in Vietnamese dairy goods producer Vinamilk. CGSI&rsquo s Meghana Kande and Lim Siew Khee maintain their &ldquo add&rdquo call with unchanged target price of 58 cents in their June 24 note DBS&rsquo s Chee Zheng Feng holds his &ldquo buy&rdquo call at an unchanged 53 cents in his June 25 report and PhillipCapital' s Paul Chew maintains " buy" at unchanged target of 53 cents in his June 29 report. Kande and Lim estimates Vinamilk to have contributed approximately 6% of ThaiBev&rsquo s core PATMI for 1H FY2026 ended March 31. They hint that ThaiBev could increase its exposure to Vinamilk and expand into Vietnam&rsquo s non-alcoholic beverage market. For context, ThaiBev&rsquo s subsidiary Fraser & Neave increased its stake in Vinamilk by 4.6% to 24.99% in December 2025. As F& N&rsquo s stake in Vinamilk falls just below the 25% mandatory takeover limit, CGSI suspect ThaiBev could potentially increase its exposure to Vinamilk through another subsidiary SABECO, which is Vietnam&rsquo s largest beer producer. ThaiBev owns 53.5% of SABECO. Beyond dairy, Kande and Lim believe that ThaiBev is keen to expand its non-alcoholic beverage portfolio as evidenced by attempts to acquire a Vietnamese soft drinks factory. BeerCo IPO cheer - when? ThaiBev says it is exploring options with alternative parties for its planned BeerCo IPO following internal reorganisation at its potential partner, shares CGSI, which believes investors holding out for this potential value-unlocking may need to wait longer. BeerCo is a subsidiary which consolidates ThaiBev&rsquo s brewery operations and regional brands. DBS adds that geopolitical tensions have delayed the timeline for a BeerCo IPO, with management reiterating that the IPO remains under consideration. For Chew, BeerCo' s spinoff remains an asset monetisation opportunity as Southeast Asia, especially Vietnam, is a growing consumer market attractive to strategic investors. Resilient spirits in ' stagflationary' environment CGSI points out that stronger sales in Myanmar contributed to the growth in the spirits segment, with the Grand Royal portfolio enjoying &ldquo good&rdquo traction. The Mainboard-listed company also expanded its product line, launching new ready-to-drink spirits products in the Thai market in early FY2026 to drive incremental volumes. Furthermore, DBS notes that the company recently launched a new Thai whisky brand, Prakaan, and continues to expand in the ready-to-drink segment. Management shares that the ready-to-drink products are not cannibalising the existing spirits portfolio while delivering higher gross margins than the Thai beer business, according to Chee who adds that minimal capex is required as production can be supported by existing plant infrastructure. The way Chee sees it, the ready-to-drink segment could contribute meaningfully to growth, following US trends where market share for this segment doubled from 6% in 2019 to 13% in 2025. However, Chew believes that the consumer is enduring a " stagflationary" environment of rising prices and diminishing spending capacity as incomes remain generally flat. He adds that ThaiBev is addressing these headwinds with strategies including smaller, affordable packs, convenience through ready-to-drink spirits, new products such as protein beverages, and brand extensions into soda and mineral water. In addition, the Thai spirits market maintains its weakness, seeing a 7% decline in the first four months of 2026, attributed to ongoing Thailand-Cambodia border tensions. As such, ThaiBev is focused on building resilience and seeks to secure favourable raw material prices for its next round of contract negotiations with suppliers, according to CGSI. &ldquo We expect margin expansion to persist in FY26F from previously secured low-cost molasses inventory, with any cost increases from new contracts likely to flow through only towards late-FY27F,&rdquo state Kande and Lim. Chee provides more details, sharing that management reassured investors that it has avoided panic buying raw materials at elevated prices in recent months and instead, plans to take advantage of the current price decline to secure inventory, although prices are still expected to trend higher in FY2027 versus FY2026. &ldquo Strong supplier relationships continue to support favourable pricing and reliable supply,&rdquo writes Chee who adds that he expects input prices to likely come in lower than feared in FY2027, particularly following the recent correction in key raw material costs. He also points out that the company has also negotiated cost, insurance, and freight terms, which should provide near-term protection against rising freight costs. In addition, the company should be controlling its marketing costs as shared by management. Despite limited visibility on near-term value unlock via BeerCo IPO, Chee believes that ThaiBev remains operationally sound. Based on June 24&rsquo s closing price of 44.5 cents, or approximately 10 times P/E and a more than 5% dividend yield, Chee thinks the valuation appears attractive for income-focused investors seeking resilient dividends with relatively limited downside risk. He values the company at an unchanged 53 cents on a &ldquo buy&rdquo call. For Kande and Lim, they see earnings upside from faster debt repayment as the company completes major planned capex in Cambodia and Malaysia. ThaiBev&rsquo s margin-driven earnings growth and more than 5% dividend yield support their &ldquo add&rdquo rating at unchanged sum-of-parts 58 cents valuation, or 12 times P/E. Meanwhile, Chew believes the company' s current market price remains attractive at 10 times P/E with a dividend yield of around 5.5%. He maintains his target 53 cents, representing around 12 times P/E for FY2026 estimated earnings. As at around 10.15am on June 29, ThaiBev is trading at 43.5 cents, down 0.5 cents or 1.1%.
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Alignment Elite	28-Jun-2026 17:22        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Another arrest of a western tourist relating to something very bad. More pressure to cut back on tourist visas.
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bishan22 Supreme	13-Jun-2026 13:38        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Happy liao. .got dividends. tongphlp      ( Date: 13-Jun-2026 11:32) Posted: they will payback with cartons of beer :) Stormrider      ( Date: 12-Jun-2026 22:32) Posted: Anyone got their dividend short-changed? SGX site says the ' payment rate is SGD 0.00588' and I hold an amount of 84,800 shares. By right I' m suppose to receive $498.62' but I only got $448.76.
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tongphlp Supreme	13-Jun-2026 11:32        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	they will payback with cartons of beer :) Stormrider      ( Date: 12-Jun-2026 22:32) Posted: Anyone got their dividend short-changed? SGX site says the ' payment rate is SGD 0.00588' and I hold an amount of 84,800 shares. By right I' m suppose to receive $498.62' but I only got $448.76.
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tkchua Member	13-Jun-2026 08:08        tkchua About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another Tax rate 10% so it   Should be 0.005259 Stormrider      ( Date: 12-Jun-2026 22:32) Posted: Anyone got their dividend short-changed? SGX site says the ' payment rate is SGD 0.00588' and I hold an amount of 84,800 shares. By right I' m suppose to receive $498.62' but I only got $448.76.
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Stormrider Member	12-Jun-2026 22:32        Stormrider About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone got their dividend short-changed? SGX site says the ' payment rate is SGD 0.00588' and I hold an amount of 84,800 shares. By right I' m suppose to receive $498.62' but I only got $448.76.
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tongphlp Supreme	11-Jun-2026 10:52        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	cheers to that! Joelton      ( Date: 11-Jun-2026 10:19) Posted: RHB' s Yeo trims Thai Beverage' s target price to 56 cents Alfie Yeo of RHB Singapore remains positive that the broader economy in Thailand is still supportive of earnings growth at Thai Beverage. However, with softer 1HFY2026 earnings reported recently, he has turned more cautious and has trimmed his earnings forecast for this stock and therefore, resulting in a lowered target price. " We are positive on Thai Beverage for its strong market leadership position and longer-term prospects in Thailand and Vietnam, even though we are turning more cautious on our earnings forecast," says Yeo, who has kept his " buy" call, but with a reduced target price of 56 cents from 62 cents previously. From his perspective, Thai Beverage' s valuation remains " compelling" at just 10x FY2026 earnings, which is below its historical mean of 15x. This stock is also seen to give an " attractive" yield of 6% for this current FY2026. In the most recent 1HFY2026, Thai Beverage reported a slight y-o-y decline in both revenue and earnings. The various product segments posted mixed performance, suggesting uneven earnings growth recovery. " Amid our positive stance over Thailand and Vietnam economies over the longer term, we look forward to firmer signs of performance improvement and recovery," says Yeo. With the slight decline in 1HFY2026 numbers, Yeo has trimmed his FY2026 earnings estimates by 4% accordingly. He is also projecting slower growth rate for FY2027 and FY2028 and has cut his respective earnings projection by 10% and 11%, leading to a 9% trim off his previous target price.
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Joelton Supreme	11-Jun-2026 10:19        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	RHB' s Yeo trims Thai Beverage' s target price to 56 cents Alfie Yeo of RHB Singapore remains positive that the broader economy in Thailand is still supportive of earnings growth at Thai Beverage. However, with softer 1HFY2026 earnings reported recently, he has turned more cautious and has trimmed his earnings forecast for this stock and therefore, resulting in a lowered target price. " We are positive on Thai Beverage for its strong market leadership position and longer-term prospects in Thailand and Vietnam, even though we are turning more cautious on our earnings forecast," says Yeo, who has kept his " buy" call, but with a reduced target price of 56 cents from 62 cents previously. From his perspective, Thai Beverage' s valuation remains " compelling" at just 10x FY2026 earnings, which is below its historical mean of 15x. This stock is also seen to give an " attractive" yield of 6% for this current FY2026. In the most recent 1HFY2026, Thai Beverage reported a slight y-o-y decline in both revenue and earnings. The various product segments posted mixed performance, suggesting uneven earnings growth recovery. " Amid our positive stance over Thailand and Vietnam economies over the longer term, we look forward to firmer signs of performance improvement and recovery," says Yeo. With the slight decline in 1HFY2026 numbers, Yeo has trimmed his FY2026 earnings estimates by 4% accordingly. He is also projecting slower growth rate for FY2027 and FY2028 and has cut his respective earnings projection by 10% and 11%, leading to a 9% trim off his previous target price.
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tongphlp Supreme	03-Jun-2026 06:39        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	remains to be seen...in the meanwhile, drink more to stay sober.. Alignment      ( Date: 26-May-2026 18:44) Posted: Perhaps the alleged sex abuse story relating to Singha may have a downward impact on its operations which would help Chang.
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Speediman Veteran	02-Jun-2026 22:53        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Prolonged hot spell in Thailand and Vietnam should boost drinks consumption.  Buriram United FC winning the shopee cup might boost Chang Beer Sales too.
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