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SDEXXXXD Veteran	15-Jan-2025 22:27        SDEXXXXD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thailand's lower House passes bill to free up liquor production Bloomberg Published on Wed, Jan 15, 2025 / 09:30 PM GMT+08 / Updated 47 minutes ago Thailand?s House of Representatives passed a bill to promote liquor production by small entrepreneurs, a move Prime Minister Paetongtarn Shinawatra said will help unshackle the monopoly in the nation?s alcoholic beverage industry and support the rural economy. The legislation will pave the way for individual entrepreneurs, cooperatives and farmer groups among others to secure license to produce and trade all types of liquor. The bill received a near unanimous house approval with 415 lawmakers out of 420 present voting in its favour. The legislation will now be forwarded to the senate for its consideration. Opening of micro breweries and small distilleries may eat into the market share of Thai Beverage and Boon Rawd Brewery, which dominate Thailand?s beer and spirits industries. Paetongtarn hailed the parliamentary nod for the bill, saying it will open up opportunities for farmers to sell agricultural products and spices as raw materials to the new producers. An easier licensing regime might also be a boon for restaurants and pubs in developing niche alcoholic beverages to cater to the millions of foreign tourists visiting the country annually. Previous attempts to lower entry barriers for small producers included the removal of minimum capital requirement and production capacity in 2022. In 2023, domestic alcoholic drinks totalled 2.97 billion litres valued at US$16.3 billion, according to a report by Krungsri Research. Beer accounted for about 55.8% of the value of total sales with spirits making up 36.1%, the report said. Once the parliamentary approval is in place, several ministerial regulations will need to be issued before authorities can begin issuing permits, said Chanin Rungtanakiat, a member of the ruling Pheu Thai Party who chaired a lawmaker panel steering the bill. The bill could come into effect by October if the Excise Department and related agencies issue rules in a timely manner, according to Taopiphop Limjittrakorn, a member of the opposition People?s Party, who has led a campaign to dismantle liquor monopoly.
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antifragile Senior	14-Jan-2025 16:51        antifragile About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.reuters.com/world/asia-pacific/thai-cabinet-approves-draft-law-legalise-casinos-gambling-pm-says-2025-01-13/
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vicloo Supreme	12-Jan-2025 13:24        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Scooped some @ 54.5. vivacious      ( Date: 10-Jan-2025 09:36) Posted: gd price to enter
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vivacious Supreme	10-Jan-2025 09:36        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	gd price to enter
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Speediman Veteran	08-Jan-2025 09:12        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vietnam welcomed 17.58 million foreign tourists in 2024, a 39.5% increase year-on-year and reaching 97.6% of pre-Covid levels The Tourism Authority of Thailand (TAT) proudly announces that international tourist arrivals have surpassed the target of  35 million  visitors in 2024, generating over 1.8 trillion Baht in tourism revenue. Vietnam and Thailand both in AFF finals.  Thai Bev should post good numbers for Q4 2024.
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finjungle Veteran	05-Jan-2025 12:14        finjungle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ha ha ha ha belive the Americans at your own peril. It always has its own agenda for its own benefits.  I am holding the shares fro long term. Like smoking, drinking is a die-hard habit. One need not smoke or drink to contract cancer! bishan22      ( Date: 05-Jan-2025 10:29) Posted: Many doctors also enjoy wine and Brandy...nothing to worry ... investshare      ( Date: 04-Jan-2025 18:11) Posted: This is going to crash .. there is no safe amount of alcohol! CNN ? US Surgeon General Dr. Vivek Murthy issued an advisory Friday warning Americans that alcohol consumption can increase their cancer risk and called for an updated health warning label on alcoholic beverages.
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bishan22 Supreme	05-Jan-2025 10:29        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many doctors also enjoy wine and Brandy...nothing to worry ... investshare      ( Date: 04-Jan-2025 18:11) Posted: This is going to crash .. there is no safe amount of alcohol! CNN ? US Surgeon General Dr. Vivek Murthy issued an advisory Friday warning Americans that alcohol consumption can increase their cancer risk and called for an updated health warning label on alcoholic beverages.
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stonkmaster Veteran	05-Jan-2025 09:25        stonkmaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Are there less smokers now when smoking is known to cause cancer? investshare      ( Date: 04-Jan-2025 18:11) Posted: This is going to crash .. there is no safe amount of alcohol! CNN ? US Surgeon General Dr. Vivek Murthy issued an advisory Friday warning Americans that alcohol consumption can increase their cancer risk and called for an updated health warning label on alcoholic beverages.
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investshare Supreme	04-Jan-2025 18:11        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is going to crash .. there is no safe amount of alcohol! CNN ? US Surgeon General Dr. Vivek Murthy issued an advisory Friday warning Americans that alcohol consumption can increase their cancer risk and called for an updated health warning label on alcoholic beverages.
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Trade8668 Member	03-Jan-2025 21:08        Trade8668 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It will break the $0.70 vicloo      ( Date: 03-Jan-2025 18:04) Posted: Hope breaking 52w high 60c soon n3wbie      ( Date: 02-Jan-2025 14:38) Posted: Goldman Sachs upgraded to Buy rating and raised TP from 60c to 72c. DBS also added it to their blue-chip model portfolio today -    Singapore Equity Picks Thai Beverage: Add 46,000 shares to Blue Chips  We pick the stock for its value unlocking potential from its attractive beer and F& B assets as well as improving dynamics of its beer operations in both Vietnam and Thailand. Our analyst thinks a Beer Co IPO may be on the cards, in addition to a F& B Co IPO that may potentially unlock > SGD3.4bn in value. Thai Bev&rsquo s earnings in FY25 is anticipated to recover 13% y/y, a positive U-turn from single digit contractions in the past 2 years. Technical support at SGD0.525~0.545 suggests little to no downside at the current level. Our analyst has a SGD0.77 12-mth target price.
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vicloo Supreme	03-Jan-2025 18:04        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope breaking 52w high 60c soon n3wbie      ( Date: 02-Jan-2025 14:38) Posted: Goldman Sachs upgraded to Buy rating and raised TP from 60c to 72c. DBS also added it to their blue-chip model portfolio today -    Singapore Equity Picks Thai Beverage: Add 46,000 shares to Blue Chips  We pick the stock for its value unlocking potential from its attractive beer and F& B assets as well as improving dynamics of its beer operations in both Vietnam and Thailand. Our analyst thinks a Beer Co IPO may be on the cards, in addition to a F& B Co IPO that may potentially unlock > SGD3.4bn in value. Thai Bev&rsquo s earnings in FY25 is anticipated to recover 13% y/y, a positive U-turn from single digit contractions in the past 2 years. Technical support at SGD0.525~0.545 suggests little to no downside at the current level. Our analyst has a SGD0.77 12-mth target price. john_ric      ( Date: 02-Jan-2025 14:31) Posted: today up with volume.  hmmm something is brewing.
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desmlee Member	02-Jan-2025 14:43        desmlee About Contact  Quote this Post!
x 0   x 0  Alert Admin	thanks for sharing bro! n3wbie      ( Date: 02-Jan-2025 14:38) Posted: Goldman Sachs upgraded to Buy rating and raised TP from 60c to 72c. DBS also added it to their blue-chip model portfolio today -    Singapore Equity Picks Thai Beverage: Add 46,000 shares to Blue Chips  We pick the stock for its value unlocking potential from its attractive beer and F& B assets as well as improving dynamics of its beer operations in both Vietnam and Thailand. Our analyst thinks a Beer Co IPO may be on the cards, in addition to a F& B Co IPO that may potentially unlock > SGD3.4bn in value. Thai Bev&rsquo s earnings in FY25 is anticipated to recover 13% y/y, a positive U-turn from single digit contractions in the past 2 years. Technical support at SGD0.525~0.545 suggests little to no downside at the current level. Our analyst has a SGD0.77 12-mth target price. john_ric      ( Date: 02-Jan-2025 14:31) Posted: today up with volume.  hmmm something is brewing.
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n3wbie Elite	02-Jan-2025 14:38        n3wbie About Contact  Quote this Post! Style: Fundamental
x 1   x 0  Alert Admin	Goldman Sachs upgraded to Buy rating and raised TP from 60c to 72c. DBS also added it to their blue-chip model portfolio today -    Singapore Equity Picks Thai Beverage: Add 46,000 shares to Blue Chips  We pick the stock for its value unlocking potential from its attractive beer and F& B assets as well as improving dynamics of its beer operations in both Vietnam and Thailand. Our analyst thinks a Beer Co IPO may be on the cards, in addition to a F& B Co IPO that may potentially unlock > SGD3.4bn in value. Thai Bev&rsquo s earnings in FY25 is anticipated to recover 13% y/y, a positive U-turn from single digit contractions in the past 2 years. Technical support at SGD0.525~0.545 suggests little to no downside at the current level. Our analyst has a SGD0.77 12-mth target price. john_ric      ( Date: 02-Jan-2025 14:31) Posted: today up with volume.  hmmm something is brewing.
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john_ric Supreme	02-Jan-2025 14:31        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	today up with volume.  hmmm something is brewing.
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satruz Master	31-Dec-2024 10:01        satruz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Down for whole Dec.... no year-end celebratory 🍻 cheers??
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n3wbie Elite	06-Dec-2024 00:21        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Presumably so which is itself quite common. Can always look at NTA but one shouldnt be valuing the stock based on that desmlee      ( Date: 04-Dec-2024 23:24) Posted: Believe the goodwill on balance sheet is due to the acquisitions over the years? finjungle      ( Date: 04-Dec-2024 14:45) Posted: Just remember this is a Thai counter with loads of intangibles esp goodwill in its balance sheet  The top management is only concentrating on collecting awards and honorifics.
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Speediman Veteran	05-Dec-2024 15:00        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	70 Cents was the estimate cancelled IPO breakdown price.  Reckon that shortist need to cover up to is 70 cents.  Beerco is expected to post a good FY result, setting the stage for IPO
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vivacious Supreme	05-Dec-2024 09:02        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	will rebound very soon - profit taking drying up
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desmlee Member	04-Dec-2024 23:24        desmlee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Believe the goodwill on balance sheet is due to the acquisitions over the years? finjungle      ( Date: 04-Dec-2024 14:45) Posted: Just remember this is a Thai counter with loads of intangibles esp goodwill in its balance sheet  The top management is only concentrating on collecting awards and honorifics.   satruz      ( Date: 04-Dec-2024 14:39) Posted: Why today dropped so much ah?
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alanchee Senior	04-Dec-2024 15:18        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy on weakness
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