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idwish Senior	19-May-2020 13:56        idwish About Contact  Quote this Post!
x 0   x 0  Alert Admin	BB really pressing down the price hard
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idwish Senior	19-May-2020 13:12        idwish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Too bad....can' t move at all BoLiaoWFH      ( Date: 18-May-2020 10:14) Posted: Target price too low. Drinker' s addict is worst then gambler' s addict. i' m sure many had been stocking up including retail shop. it is recession proof even it is unhealthy.... ask around the smoker beside you, you will know those addicts feeling. idwish      ( Date: 18-May-2020 09:47) Posted: Thai Beverage &ndash Dry spell in watering hole Recommendation: BUY (Maintained), Last Done: S$0.67 Target Price: S$0.82, Analyst: Paul Chew 2Q20 revenue and earnings were below expectations. The 42% YoY collapse in Sabeco volumes hurt revenue and earnings. Excluding a one-off deferred tax hit of TBH1.08bn, PATMI would have risen 5% YoY. Spirits division revenue in 2Q20 declined 3.9% YoY due to weaker volumes but PATMI rose 9.5% YoY due to lower marketing cost. The ban in alcohol sales in Thailand from 10 April to 3 May, will temporarily suppress earnings in 3Q20.  We are lowering our target price to S$0.80 (prev. S$0.95) as we cut earnings by 10%. Our  BUY recommendation  is unchanged. The slump in volume for Sabeco was worse than expected. And the damage from regulatory changes will linger longer than the current containment measures due to the outbreak. Nevertheless, the spirits business account for close to 90% of group earnings and we expect demand to be more resilient.
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ghetto Master	18-May-2020 10:18        ghetto About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Thailand has started lifting 2nd phase of restrictions which bodes well for Biz which is good news for the company.
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BoLiaoWFH Member	18-May-2020 10:14        BoLiaoWFH About Contact  Quote this Post!   Yells: "â??All learning has an emotional base.â??"
x 0   x 0  Alert Admin	Target price too low. Drinker' s addict is worst then gambler' s addict. i' m sure many had been stocking up including retail shop. it is recession proof even it is unhealthy.... ask around the smoker beside you, you will know those addicts feeling. idwish      ( Date: 18-May-2020 09:47) Posted: Thai Beverage &ndash Dry spell in watering hole Recommendation: BUY (Maintained), Last Done: S$0.67 Target Price: S$0.82, Analyst: Paul Chew 2Q20 revenue and earnings were below expectations. The 42% YoY collapse in Sabeco volumes hurt revenue and earnings. Excluding a one-off deferred tax hit of TBH1.08bn, PATMI would have risen 5% YoY. Spirits division revenue in 2Q20 declined 3.9% YoY due to weaker volumes but PATMI rose 9.5% YoY due to lower marketing cost. The ban in alcohol sales in Thailand from 10 April to 3 May, will temporarily suppress earnings in 3Q20.  We are lowering our target price to S$0.80 (prev. S$0.95) as we cut earnings by 10%. Our  BUY recommendation  is unchanged. The slump in volume for Sabeco was worse than expected. And the damage from regulatory changes will linger longer than the current containment measures due to the outbreak. Nevertheless, the spirits business account for close to 90% of group earnings and we expect demand to be more resilient.
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wehuattogether88 Supreme	18-May-2020 10:09        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Target price are just as a reference, do your own diligence and judgment first.  idwish      ( Date: 18-May-2020 09:47) Posted: Thai Beverage &ndash Dry spell in watering hole Recommendation: BUY (Maintained), Last Done: S$0.67 Target Price: S$0.82, Analyst: Paul Chew 2Q20 revenue and earnings were below expectations. The 42% YoY collapse in Sabeco volumes hurt revenue and earnings. Excluding a one-off deferred tax hit of TBH1.08bn, PATMI would have risen 5% YoY. Spirits division revenue in 2Q20 declined 3.9% YoY due to weaker volumes but PATMI rose 9.5% YoY due to lower marketing cost. The ban in alcohol sales in Thailand from 10 April to 3 May, will temporarily suppress earnings in 3Q20.  We are lowering our target price to S$0.80 (prev. S$0.95) as we cut earnings by 10%. Our  BUY recommendation  is unchanged. The slump in volume for Sabeco was worse than expected. And the damage from regulatory changes will linger longer than the current containment measures due to the outbreak. Nevertheless, the spirits business account for close to 90% of group earnings and we expect demand to be more resilient.
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idwish Senior	18-May-2020 09:47        idwish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thai Beverage &ndash Dry spell in watering hole Recommendation: BUY (Maintained), Last Done: S$0.67 Target Price: S$0.82, Analyst: Paul Chew 2Q20 revenue and earnings were below expectations. The 42% YoY collapse in Sabeco volumes hurt revenue and earnings. Excluding a one-off deferred tax hit of TBH1.08bn, PATMI would have risen 5% YoY. Spirits division revenue in 2Q20 declined 3.9% YoY due to weaker volumes but PATMI rose 9.5% YoY due to lower marketing cost. The ban in alcohol sales in Thailand from 10 April to 3 May, will temporarily suppress earnings in 3Q20.  We are lowering our target price to S$0.80 (prev. S$0.95) as we cut earnings by 10%. Our  BUY recommendation  is unchanged. The slump in volume for Sabeco was worse than expected. And the damage from regulatory changes will linger longer than the current containment measures due to the outbreak. Nevertheless, the spirits business account for close to 90% of group earnings and we expect demand to be more resilient.
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john_ric Supreme	18-May-2020 09:42        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	as soon as it goes up half a cent daily happen already. dont expect it to rise sharply suddenly.
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Joelton Supreme	18-May-2020 09:37        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	ThaiBev expects Covid-19 to accelerate off-premise sales MON, MAY 18, 2020 - 5:50 AM On-trade sales unlikely to rebound quickly despite easing of lockdown measures Singapore AS Thai Beverage Public Co (ThaiBev) sees business being hit amid government measures to contain the virus outbreak, it is expecting off-premise consumption to become the new normal. Off-trade consumption is likely to be accelerated as consumers become more accustomed to... https://www.businesstimes.com.sg/companies-markets/thaibev-expects-covid-19-to-accelerate-off-premise-sales
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Stockys Member	18-May-2020 08:54        Stockys About Contact  Quote this Post!
x 0   x 0  Alert Admin	Knew this was a gem! It' s about time cheers!
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idwish Senior	18-May-2020 08:44        idwish About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS just given a target of 90c today
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wehuattogether88 Supreme	18-May-2020 00:11        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is it time to be in focus again?
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TA_Expert Supreme	16-May-2020 12:09        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	Yes, most companies need to wait for the this virus to be over in order to soar. One has to be patience in this stock. Buying for longer term, and not for contra play. Stockys      ( Date: 15-May-2020 10:01) Posted: And in the midst of lockdown, only 14% fall in profit. This is a good tell tale sign. Now as countries slowly open up their econony, this will going go north from here. Cheers!
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idwish Senior	16-May-2020 11:55        idwish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Need to be a little patient with this fellow as it should be attractive when the gov announce alcohol selling lifted......buy for mid to long term
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Sgvale Supreme	16-May-2020 07:30        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	The grp said badly impacted by Thai closure of pubs n no seling of alcoholic drinks wehuattogether88      ( Date: 15-May-2020 17:09) Posted: Yes. The group declared an interim dividend of 0.10 baht per share for the quarter ended March 31, lower than skyearth_22      ( Date: 15-May-2020 15:24) Posted: I saw CD on the ticker, is there Div announced?
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skyearth_22 Member	15-May-2020 17:10        skyearth_22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks bro wehuattogether88      ( Date: 15-May-2020 17:09) Posted: Yes. The group declared an interim dividend of 0.10 baht per share for the quarter ended March 31, lower than skyearth_22      ( Date: 15-May-2020 15:24) Posted: I saw CD on the ticker, is there Div announced?
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wehuattogether88 Supreme	15-May-2020 17:09        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. The group declared an interim dividend of 0.10 baht per share for the quarter ended March 31, lower than skyearth_22      ( Date: 15-May-2020 15:24) Posted: I saw CD on the ticker, is there Div announced?
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skyearth_22 Member	15-May-2020 15:24        skyearth_22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I saw CD on the ticker, is there Div announced?
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Stockys Member	15-May-2020 10:01        Stockys About Contact  Quote this Post!
x 0   x 0  Alert Admin	And in the midst of lockdown, only 14% fall in profit. This is a good tell tale sign. Now as countries slowly open up their econony, this will going go north from here. Cheers!
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wehuattogether88 Supreme	15-May-2020 09:54        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	True, not that bad and really not bad compared to others like SIA, Genting Sgp
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idwish Senior	15-May-2020 09:40        idwish About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is after all not that bad compared to many out there
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