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trader25yr Master	27-Aug-2018 11:41        trader25yr About Contact  Quote this Post! Style: Flexible   Mood: Yells: "I hate con man"
x 0   x 0  Alert Admin	Aiya ... for recent acquistions, synergy takes time lah ... but high debt is immediate That' s why short term has weakness, but long term is up short term weak + long term good = not a good stock to short, but no quick gain also ... and yes, down side limited So slowly buy bit by bit lah ...
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alexchew Master	27-Aug-2018 11:33        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	beg to differ.. the synergy from all its acquistions not materializing.. high debt weighing down on its performance. Cannibalisation of sales of different brands might be a concern.  shangli      ( Date: 27-Aug-2018 11:32) Posted: this stock downside is very limited, just wait fot it to rebound fiercely
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shangli Supreme	27-Aug-2018 11:32        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	this stock downside is very limited, just wait fot it to rebound fiercely
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SuperLuckyCorn Supreme	27-Aug-2018 10:12        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	yawn...just wake up, take a look. Hmm...SMRs SMRs all the way. The art of slowly accumulate and accumulate at low price, the art of success. Cheers!!!
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Mocha_frosco Master	27-Aug-2018 08:48        Mocha_frosco About Contact  Quote this Post!
x 0   x 0  Alert Admin	trader25yr      ( Date: 26-Aug-2018 21:02) Posted: 1) Traders pay more attention to analysts who dare to be way different leh ... ThaiBev does have short term weaknesses leh ... just like may2018 everyone else YZJ TP is $1.1++ but HSBC YZJ TPwas  $0.87 ... turned out HSBC was right leh ... 2) So short term or very short term Philips can be very correct, but mid (3 months) to long term (1year+) ThaiBev should still go above 0.8 easily lah ... sell sinfull alcohol leh ... where got no make money want??? Conclusion:  queue buy a bit a bit at lowest near term price, bias toward long, sell abit if up, but keep at least half for rally to above 0.80, this is a slow stock hhoooohhhh ...
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Mocha_frosco Master	27-Aug-2018 08:47        Mocha_frosco About Contact  Quote this Post!
x 0   x 0  Alert Admin	YES PS downgraded immeditely after results. Analyst ' savaging' their own face to keep their job. desmodeus      ( Date: 26-Aug-2018 18:29) Posted: Uobkh 99, DBS 94, CIMB & RHB 84 5 against 1. Haha. Philip kachang putek la BetterStill      ( Date: 26-Aug-2018 16:24) Posted: Philip securities TP $0.6
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desmodeus Veteran	26-Aug-2018 22:47        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	i hope you guys short more
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trader25yr Master	26-Aug-2018 21:02        trader25yr About Contact  Quote this Post! Style: Flexible   Mood: Yells: "I hate con man"
x 0   x 0  Alert Admin	1) Traders pay more attention to analysts who dare to be way different leh ... ThaiBev does have short term weaknesses leh ... just like may2018 everyone else YZJ TP is $1.1++ but HSBC YZJ TPwas  $0.87 ... turned out HSBC was right leh ... 2) So short term or very short term Philips can be very correct, but mid (3 months) to long term (1year+) ThaiBev should still go above 0.8 easily lah ... sell sinfull alcohol leh ... where got no make money want??? Conclusion:  queue buy a bit a bit at lowest near term price, bias toward long, sell abit if up, but keep at least half for rally to above 0.80, this is a slow stock hhoooohhhh ...
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desmodeus Veteran	26-Aug-2018 18:29        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Uobkh 99, DBS 94, CIMB & RHB 84 5 against 1. Haha. Philip kachang putek la BetterStill      ( Date: 26-Aug-2018 16:24) Posted: Philip securities TP $0.62 desmodeus      ( Date: 25-Aug-2018 22:11) Posted: OCBC  Thai Beverage: Patience is a virtue         Thai Beverage PLC&rsquo s (ThaiBev) core 3Q18 results were within expectations, albeit on the lower end. Core PATMI dropped 10.3% YoY to THB 6.0b or 24% of our full-year estimate, while 9M18 core PATMI came up to 70% of our initial full-year forecast. Domestic spirits and beer volume dropped 11% and 9% YoY on the back of weaker economic growth affecting lower- and middle-class consumers. We remain wary on domestic economic weakness amongst middle- and low-income consumer groups, and lower our growth expectations for FY19. Nonetheless, we find valuations attractive with Thai Beverage trading at a FY19F P/E of ~15.0x as at 15 Aug&rsquo s close, or 1.4 standard deviations below its 5-year mean for forward P/E. For FY19, we look forward to ThaiBev&rsquo s recent gain in management control of Sabeco and expect the management to start implement efficiency improvements in the next six to twelve months, especially with regards to procurement of raw materials. Over the longer term, we believe ThaiBev&rsquo s recent expansions beyond its domestic market will continue to help drive growth. In particular, we see the Sabeco acquisition as a strategic entry to a growing market that will bear fruits in time. With a change in covering analyst, our fair value dips from S$0.95 to S$0.89. Maintain  BUY  with a fair value estimate of S$0.89. (Deborah Ong)
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BetterStill Veteran	26-Aug-2018 16:24        BetterStill About Contact  Quote this Post!
x 0   x 0  Alert Admin	Philip securities TP $0.62 desmodeus      ( Date: 25-Aug-2018 22:11) Posted: OCBC  Thai Beverage: Patience is a virtue         Thai Beverage PLC&rsquo s (ThaiBev) core 3Q18 results were within expectations, albeit on the lower end. Core PATMI dropped 10.3% YoY to THB 6.0b or 24% of our full-year estimate, while 9M18 core PATMI came up to 70% of our initial full-year forecast. Domestic spirits and beer volume dropped 11% and 9% YoY on the back of weaker economic growth affecting lower- and middle-class consumers. We remain wary on domestic economic weakness amongst middle- and low-income consumer groups, and lower our growth expectations for FY19. Nonetheless, we find valuations attractive with Thai Beverage trading at a FY19F P/E of ~15.0x as at 15 Aug&rsquo s close, or 1.4 standard deviations below its 5-year mean for forward P/E. For FY19, we look forward to ThaiBev&rsquo s recent gain in management control of Sabeco and expect the management to start implement efficiency improvements in the next six to twelve months, especially with regards to procurement of raw materials. Over the longer term, we believe ThaiBev&rsquo s recent expansions beyond its domestic market will continue to help drive growth. In particular, we see the Sabeco acquisition as a strategic entry to a growing market that will bear fruits in time. With a change in covering analyst, our fair value dips from S$0.95 to S$0.89. Maintain  BUY  with a fair value estimate of S$0.89. (Deborah Ong)
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desmodeus Veteran	25-Aug-2018 22:11        desmodeus About Contact  Quote this Post!
x 0   x 0  Alert Admin	OCBC  Thai Beverage: Patience is a virtue         Thai Beverage PLC&rsquo s (ThaiBev) core 3Q18 results were within expectations, albeit on the lower end. Core PATMI dropped 10.3% YoY to THB 6.0b or 24% of our full-year estimate, while 9M18 core PATMI came up to 70% of our initial full-year forecast. Domestic spirits and beer volume dropped 11% and 9% YoY on the back of weaker economic growth affecting lower- and middle-class consumers. We remain wary on domestic economic weakness amongst middle- and low-income consumer groups, and lower our growth expectations for FY19. Nonetheless, we find valuations attractive with Thai Beverage trading at a FY19F P/E of ~15.0x as at 15 Aug&rsquo s close, or 1.4 standard deviations below its 5-year mean for forward P/E. For FY19, we look forward to ThaiBev&rsquo s recent gain in management control of Sabeco and expect the management to start implement efficiency improvements in the next six to twelve months, especially with regards to procurement of raw materials. Over the longer term, we believe ThaiBev&rsquo s recent expansions beyond its domestic market will continue to help drive growth. In particular, we see the Sabeco acquisition as a strategic entry to a growing market that will bear fruits in time. With a change in covering analyst, our fair value dips from S$0.95 to S$0.89. Maintain  BUY  with a fair value estimate of S$0.89. (Deborah Ong)
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Francisgohyc Master	24-Aug-2018 17:38        Francisgohyc About Contact  Quote this Post!
x 0   x 0  Alert Admin	I Q 25 lot at 64cents on Monday trading, hope can get it Cheer and Yam Seng
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nekster Member	24-Aug-2018 17:32        nekster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes i saw the throwdown at 0.64.. worried it will break on Monday.,. we shall see
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Mocha_frosco Master	24-Aug-2018 17:00        Mocha_frosco About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last minute SELLDOWN was intense
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Mocha_frosco Master	24-Aug-2018 16:48        Mocha_frosco About Contact  Quote this Post!
x 0   x 0  Alert Admin	rounds of shorts was fired at 640 ??? Mocha_frosco      ( Date: 24-Aug-2018 15:37) Posted: 640/645 been brewing ... short holding back their troops?
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nekster Member	24-Aug-2018 15:43        nekster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Entered today at 0.645
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Mocha_frosco Master	24-Aug-2018 15:37        Mocha_frosco About Contact  Quote this Post!
x 0   x 0  Alert Admin	640/645 been brewing ... short holding back their troops?
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fatpanda Supreme	24-Aug-2018 15:28        fatpanda About Contact  Quote this Post! Style: Technical   Mood: Yells: "Another wonderful day!"
x 0   x 0  Alert Admin	ThaiBev keep you high when you are down, Yum Sheng!
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SuperLuckyCorn Supreme	24-Aug-2018 15:25        SuperLuckyCorn About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Double Edge Sword...?? https://www.medicaldaily.com/7-health-benefits-drinking-alcohol-247552   Mocha_frosco      ( Date: 24-Aug-2018 14:26) Posted: Drinking kills 2.8 million people a year, researchers say https://www.bloomberg.com/news/articles/2018-08-23/no-amount-of-alcohol-use-is-safe-analysis-of-studies-finds
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shangli Supreme	24-Aug-2018 14:31        shangli About Contact  Quote this Post!
x 0   x 0  Alert Admin	there' s already sign that this stock is rebound, but due to stupid trump comment that if he is impeached u.s market will crash spoil the market sentiment. but i think next week market will recover and ignore his stupid comment
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