Anyone in F&B here? Is this share price drop right after announcement of Sabeco because of capital concerns or xmas low volume? Any comments on this stock will be appreciated.
satruz ( Date: 26-Dec-2017 16:25) Posted:
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Seems to have stabilised liao 
Price drop is an opportunity to BUY.This is one stock worth keeping for the longer term.Dividend not fantastic but buy for capital appreciation .Next season result will be bolstered by KFC and SAIGON beer.
 
 
keep dropping le
why it goes down?
Macquarie Capital Securities (Singapore) Pte. Limited is selling le
 
Macquarie Capital Securities (Singapore) Pte. Limited is selling le
 
Halt again?
I think it is news on Vietnam Sabeco acquistion- Thai Beverage is the only bidder for 25% of Sabeco which will costs US 2 - 3 billions....
Sabeco valuation is damn high- but Vietnam prospects extremely positive.
Sabeco valuation is damn high- but Vietnam prospects extremely positive.
Trading Halt.
Pending good news?
 
Pending good news?
 
Sup bros. This counter appeared as BUY in all research houses. What are your take?
Last time I listened to these research house, my counter dropped from Jan to Dec. So I hope you folks can give some advice as my questions are probably answered in previous AGMs. 
This stock is not cyclical right? What does it depend on? Why are they still doing non-alcholic drinks when it is consistently making losses? What kinda news generally directs price movement (Thailand news? Global Economy? or something else?)
Still a good stock to long? What will you advise is the Entry Price and Target Price?
Last time I listened to these research house, my counter dropped from Jan to Dec. So I hope you folks can give some advice as my questions are probably answered in previous AGMs. 
This stock is not cyclical right? What does it depend on? Why are they still doing non-alcholic drinks when it is consistently making losses? What kinda news generally directs price movement (Thailand news? Global Economy? or something else?)
Still a good stock to long? What will you advise is the Entry Price and Target Price?
Hope it will go down to 90 cents so i can buy some.
BetterStill ( Date: 27-Nov-2017 10:04) Posted:
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Me waiting to give out $0.99. Wonder how kong will it hold $0.98? Hopefully today can reach so I can get some cash to buy Christmas gift🤩 🤩
oldcoconut ( Date: 26-Nov-2017 01:32) Posted:
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Div got up 0.07 isn?t a good sign?
chiachiawee ( Date: 24-Nov-2017 09:26) Posted:
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Brothers, what is a good price to enter? How about 91 cents?
Still a lackluster performance from all segment (beer, spirit, food). Still a long way from $1
As per the brokers, this is just in line with estimates. Its up to the market to justify the price.
Tomorrow will rocket?
ThaiBev posts 38.5% year-on-year jump in full-year profit
THAI Beverage reported net profit of 34.7 billion baht (S$1.4 billion) for the 12 months ended Sept 30, a 38.5 per cent jump from the same period last year.
This came on the back of higher profits for spirits and food, as well as contributions from stakes in Fraser & Neave (F& N) and Frasers Centrepoint Limited (FCL). Also, net profit was buoyed by a decrease in net loss of non-alcoholic beverages business.
Excluding a 8.5 billion baht of fair valuation gains on financial assets, net profit from operations would have risen by a smaller 4.6 per cent to 26.2 billion baht.
ThaiBev holds a 28.5 per cent and 28.4 per cent stake in F& N and FCL respectively.
ThaiBev' s total sales revenue for the full fiscal year was close to 190 billion baht, a marginal decline of 0.02 per cent from a year-ago period.
his was due to a decrease in sales of beer business of 4.7 per cent and non-alcoholic beverages business of 0.9 per cent, although there was an increase in sales of the spirits business by 2.6 per cent and the food business by 1.5 per cent.
ThaiBev has changed its fiscal year-end to Sept 30 from Dec 31. It is paying a final dividend of 0.47 baht for the 12 months ended Sept 30, up from 0.4 baht for the nine months ended Sept 30, 2016.
The group noted that the beverage industry in Thailand has been affected by the slowdown in consumption during the mourning period for the late Thai king and the implementation of the new excise tax act.
The new act changes the base of excise tax calculation from last wholesale prices to recommended retail prices, and imposes tax on sugar content in non-alcoholic beverages. Agents and retailers were alerted by the new excise tax effective from mid-September 2017, resulting in higher purchase orders before the excise tax increase.
" Our product prices have been adjusted to cover the cost from both new alcohol excise tax and the first-ever sugar tax on non-alcoholic beverages," the group said. " Nevertheless, the business still delivered good business performance this year."
http://businesstimes.com.sg/companies-markets/thaibev-posts-385-year-on-year-jump-in-full-year-profit
Paiseh. I saw the conference call date. Yes the report will be released on Nov 23  http://thaibev-m.listedcompany.com/newsroom/20171117_181736_Y92_YOUAUR2JHE8I1IDY.1.pdf
It' s 23rd, Thursday after the market close. Please don' t share the wrong information as one day makes a lot difference. Check and check again. 
BigBoss99 ( Date: 17-Nov-2017 20:11) Posted:
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Earnings report on next Fri, 24 Nov after trading hour. 1 week for accumulation