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tritonyeah666 Elite	30-May-2025 19:52        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thats the thaibev AGM
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stockwatch8877 Senior	30-May-2025 19:48        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	06th June is Thai Beverage dividend payout. Does anyone knows what will happen next? Online website said that the month of June there is a meeting. Does anyone knows about this meeting?
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n3wbie Elite	29-May-2025 09:47        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Yes without a doubt and that' s just a function of the economic growth and businesses growing as a result. The question is as a listed company, there are time pressures from investors on total shareholder returns so it ultimately comes down to what is your investment time frame and holding power and period. stockwatch8877      ( Date: 29-May-2025 07:49) Posted: I still believe Thai Beverage will grow because people needs to survive and people will adjust themselves to the economy. One day, I believe BeerCo will be listed in their Stock Exchange. n3wbie      ( Date: 28-May-2025 22:12) Posted: I dont disagree but helpful to reference consensus estimates as well as historical averages as a benchmark. The fundamentals have been quite challenging for Thai consumer in general and not sure how much the market has priced in some of the negatives in 2Q given earthquake, etc. Key is pricing the entry for the stock as it also seems like some of the catalysts like beerco spin-off is also seemingly delayed
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stockwatch8877 Senior	29-May-2025 07:49        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I still believe Thai Beverage will grow because people needs to survive and people will adjust themselves to the economy. One day, I believe BeerCo will be listed in their Stock Exchange. n3wbie      ( Date: 28-May-2025 22:12) Posted: I dont disagree but helpful to reference consensus estimates as well as historical averages as a benchmark. The fundamentals have been quite challenging for Thai consumer in general and not sure how much the market has priced in some of the negatives in 2Q given earthquake, etc. Key is pricing the entry for the stock as it also seems like some of the catalysts like beerco spin-off is also seemingly delayed. vicloo      ( Date: 28-May-2025 21:39) Posted: Analyst reports are not accurate most of the time, best to ignore. High TP doesn't mean it will go higher, likewise lower TP doesnt mean no potential to go higher too.
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n3wbie Elite	28-May-2025 22:12        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I dont disagree but helpful to reference consensus estimates as well as historical averages as a benchmark. The fundamentals have been quite challenging for Thai consumer in general and not sure how much the market has priced in some of the negatives in 2Q given earthquake, etc. Key is pricing the entry for the stock as it also seems like some of the catalysts like beerco spin-off is also seemingly delayed. vicloo      ( Date: 28-May-2025 21:39) Posted: Analyst reports are not accurate most of the time, best to ignore. High TP doesn't mean it will go higher, likewise lower TP doesnt mean no potential to go higher too. n3wbie      ( Date: 28-May-2025 20:32) Posted: Think the stock is trying to find where the new low is and build a base around there? Post recent results, stock received a series of downgrades and TP cuts so it feels like its building a new base (near Apr low and hopefully not going back to Jul 2024 low closer to 40c)
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vicloo Supreme	28-May-2025 21:39        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analyst reports are not accurate most of the time, best to ignore. High TP doesn't mean it will go higher, likewise lower TP doesnt mean no potential to go higher too. n3wbie      ( Date: 28-May-2025 20:32) Posted: Think the stock is trying to find where the new low is and build a base around there? Post recent results, stock received a series of downgrades and TP cuts so it feels like its building a new base (near Apr low and hopefully not going back to Jul 2024 low closer to 40c). stockwatch8877      ( Date: 28-May-2025 19:44) Posted: Today, Thai Bev is on top 20 volume. What does the high volume signify? The stock price is not moving much.Can anyone tells what is happening? Good or bad.
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n3wbie Elite	28-May-2025 20:32        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Think the stock is trying to find where the new low is and build a base around there? Post recent results, stock received a series of downgrades and TP cuts so it feels like its building a new base (near Apr low and hopefully not going back to Jul 2024 low closer to 40c). stockwatch8877      ( Date: 28-May-2025 19:44) Posted: Today, Thai Bev is on top 20 volume. What does the high volume signify? The stock price is not moving much.Can anyone tells what is happening? Good or bad.
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dontbetray Master	28-May-2025 19:49        dontbetray About Contact  Quote this Post!
x 0   x 0  Alert Admin	Similar to Yzj finance. Something is about brewing literally  stockwatch8877      ( Date: 28-May-2025 19:44) Posted: Today, Thai Bev is on top 20 volume. What does the high volume signify? The stock price is not moving much.Can anyone tells what is happening? Good or bad.
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stockwatch8877 Senior	28-May-2025 19:44        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today, Thai Bev is on top 20 volume. What does the high volume signify? The stock price is not moving much.Can anyone tells what is happening? Good or bad.
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stockwatch8877 Senior	27-May-2025 19:48        stockwatch8877 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No wonder how people still go for a drink because we are humans. The question is that can Thai Beverage share price goes up or goes down. Nobody knows. halleluyah      ( Date: 27-May-2025 13:25) Posted: yeah...tariff will effect Thaibev, tax pass onto consumer.... zhixuen      ( Date: 27-May-2025 12:38) Posted: I also pick Genting as Genting is cash rich !!! Genting may return the cash to shareholders and will not raise fund for expansion.
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halleluyah Supreme	27-May-2025 13:25        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	yeah...tariff will effect Thaibev, tax pass onto consumer.... zhixuen      ( Date: 27-May-2025 12:38) Posted: I also pick Genting as Genting is cash rich !!! Genting may return the cash to shareholders and will not raise fund for expansion.
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zhixuen Veteran	27-May-2025 12:38        zhixuen About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also pick Genting as Genting is cash rich !!! Genting may return the cash to shareholders and will not raise fund for expansion.
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halleluyah Supreme	27-May-2025 10:29        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	i just pick up some genting to long...dyodd tritonyeah666      ( Date: 26-May-2025 22:14) Posted: I dunno if i should buy Thaibev or Genting at their low prices...both look like got chance to rebound from this price by holding 1-2 years. Suggestions?
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ttmmfast Member	27-May-2025 10:23        ttmmfast About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy the one that you think will not see lower lows in your 1-2 years time frame.
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tritonyeah666 Elite	26-May-2025 22:14        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dunno if i should buy Thaibev or Genting at their low prices...both look like got chance to rebound from this price by holding 1-2 years. Suggestions?
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n3wbie Elite	26-May-2025 21:46        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Dont need to do strategic review, just need to first execute on the beerco spin-off after trying for so many times and years. Once that can be pulled off then move on to execute on perhaps the food business which seems to be doing ok and is synergistic.  The other headwind that Thailand faces is the high consumer debt so that probably also weigh on the ability and propensity to spend if tourism is not going to be a key driver. Speediman      ( Date: 26-May-2025 21:10) Posted: Beerco business have a couple of qtr good run.  All Thai Bev needs to do is conduct a strategic review...price might suddenly shoot up 5-10cts and list Beerco, another 10-20cts.  very quickly back to  70 cts  Perhaps food business needs to be restructured and sold away. Food business isnt thai bev forte.
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Speediman Veteran	26-May-2025 21:10        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Beerco business have a couple of qtr good run.  All Thai Bev needs to do is conduct a strategic review...price might suddenly shoot up 5-10cts and list Beerco, another 10-20cts.  very quickly back to  70 cts  Perhaps food business needs to be restructured and sold away. Food business isnt thai bev forte.
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beetlejuice Master	26-May-2025 11:23        beetlejuice About Contact  Quote this Post!
x 0   x 0  Alert Admin	From 2021 to now, we lost count of how many BEERCO IPO attempts alr. It's an embarrassment if current attempt flunk again. zhixuen      ( Date: 26-May-2025 09:35) Posted: Absolutely trading at a relatively low valuation compared to its global peers, which may reflect investor concerns about management' s perceived indecisiveness&mdash particularly regarding the prolonged delay and uncertainty surrounding the brewery unit&rsquo s IPO.   Company P/E Ratio (TTM) Primary Stock Exchange Listing Ticker Symbol Thai Beverage PCL 12.63 Singapore Exchange (SGX) Y92.SI Anheuser-Busch InBev 21.66 Euronext Brussels ABI.BR Heineken N.V. 45.66 Euronext Amsterdam HEIA.AS Carlsberg A/S 12.46 Nasdaq Copenhagen CARL-B.CO Diageo PLC 17.13 London Stock Exchange (LSE) DGE.L
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zhixuen Veteran	26-May-2025 09:35        zhixuen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Absolutely trading at a relatively low valuation compared to its global peers, which may reflect investor concerns about management' s perceived indecisiveness&mdash particularly regarding the prolonged delay and uncertainty surrounding the brewery unit&rsquo s IPO.   Company P/E Ratio (TTM) Primary Stock Exchange Listing Ticker Symbol Thai Beverage PCL 12.63 Singapore Exchange (SGX) Y92.SI Anheuser-Busch InBev 21.66 Euronext Brussels ABI.BR Heineken N.V. 45.66 Euronext Amsterdam HEIA.AS Carlsberg A/S 12.46 Nasdaq Copenhagen CARL-B.CO Diageo PLC 17.13 London Stock Exchange (LSE) DGE.L
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john_ric Supreme	24-May-2025 10:22        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	Because there are negative info abt them.
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