ThaiBev    Last:0.43    +0.005

ThaiBev

Then, next week Loh. Relax lah.

Just4win      ( Date: 16-Sep-2016 15:09) Posted: Leave 2 more hours to reach your TP price of 0.9 or BELOW . How ? earlybird14      ( Date: 10-Sep-2016 07:46) Posted: The falling knife will fall the most in a down market. Next week can see 90 or below.

 

Ha Ha Ha. Notti notti.

Just4win      ( Date: 16-Sep-2016 15:09) Posted: Leave 2 more hours to reach your TP price of 0.9 or BELOW . How ? earlybird14      ( Date: 10-Sep-2016 07:46) Posted: The falling knife will fall the most in a down market. Next week can see 90 or below.

 

Leave 2 more hours to reach your TP price of 0.9 or BELOW . How ?

earlybird14      ( Date: 10-Sep-2016 07:46) Posted: The falling knife will fall the most in a down market. Next week can see 90 or below.

 

What a shame! U turn again....

 

Are you looking at Thai Beverage' s chart?

 

What is P/E ratio? 21-22.

Just recall back during peak time when Keppel distribute good dividend what was the P/E ratio?

Anyway, this is a overvalued stock, 70 will be destination with P/E ratio about 16.

earlybird14      ( Date: 15-Sep-2016 16:05) Posted: 😂 😂 😂 to expect blue chips down must wait quite a while, some expect free falling which is not possible. Give more time to ThaiBev, she will hit back especially a consistent result like previous quarter. Want to buy, go ahead, nobody stop you. This is a stock has ended his super long uptrend now moving toward super long downtrend. Only newbie cannot see this nature of a stock, it is like Keppel coming Down from 13, take years to reach 5 dollars today. Expect back to 1 dollars? More will come to short it down only. A poorer result will send it back to 70 cents. A good result like ex ex quarter can only make ThaiBev to stay at around 90 to 100. To shortsellers funds, this is a stock destined to move down in coming months to years. Don't believe, buy log, nobody stop you. earlybird14      ( Date: 08-Sep-2016 17:22) Posted: 90 will have some support. If they still report 5bil profit in next quarter, 70 is possible. So see 1 step do 1 step. 90 is for sure. Look at the revenue and profit trend. No scary meh? Really Don't know why you bought. When this poor result was out, still got plenty time to jump ship

 

😂 😂 😂 to expect blue chips down must wait quite a while, some expect free falling which is not possible.

Give more time to ThaiBev, she will hit back especially a consistent result like previous quarter.

Want to buy, go ahead, nobody stop you. This is a stock has ended his super long uptrend now moving toward super long downtrend. Only newbie cannot see this nature of a stock, it is like Keppel coming Down from 13, take years to reach 5 dollars today.

Expect back to 1 dollars? More will come to short it down only. A poorer result will send it back to 70 cents. A good result like ex ex quarter can only make ThaiBev to stay at around 90 to 100.

To shortsellers funds, this is a stock destined to move down in coming months to years.

Don't believe, buy log, nobody stop you.

earlybird14      ( Date: 08-Sep-2016 17:22) Posted: 90 will have some support. If they still report 5bil profit in next quarter, 70 is possible. So see 1 step do 1 step. 90 is for sure. Look at the revenue and profit trend. No scary meh? Really Don't know why you bought. When this poor result was out, still got plenty time to jump ship. lingua101      ( Date: 08-Sep-2016 16:50) Posted: OMG.    so it will fall to 70c?  Should I sell ALL now?

 

He said this counter would reach 70 cents one...now still yet reach 90cents... So inaccurate ....

OILTANKER      ( Date: 15-Sep-2016 14:20) Posted: earlybird14 will short after this posting.  Like YZJ, must thank him for the opportunity for shorting inorder for us to long.  We will wait for him to short Thai Beverage.       ThaiBev Selected as Component of Dow Jones Sustainability Indices  Attained overall score of 84 compared to the industry average of 50  Achieved perfect score in five areas  Recycled 11% more water and discharged 42% less waste in 2015, compared to 2014 We, Thai Beverage Public Company Limited (&ldquo Thai Bev&rdquo or the &ldquo Group&rdquo ), are pleased to announce that the Group has been selected as a component of the Dow Jones Sustainability Indices (&ldquo DJSI&rdquo ) following the latest annual RobecoSAM Corporate Sustainability Assessment (&ldquo CSA&rdquo ). With effect from 19 September 2016, ThaiBev will be a member of the DJSI Emerging Markets family. The Group attained an overall CSA score of 84 out of 100, which far exceeds the beverage industry average score of 50 and hovers near the industry best score of 90. On a criterion level, ThaiBev achieved a perfect score in the areas of Brand Management, Health & Nutrition, Environmental Reporting, Water Related Risks, as w ell as Corporate Citizenship and Philanthropy, placing it in the 100th percentile for each of these criteria compared to its peers. The Group also scored above 90 in the areas of Innovation Management, Materiality, Climate Strategy, Raw Material Sourcing, and Human Capital Development. Mr Thapana Sirivadhanabhakdi, President and Chief Executive Officer, ThaiBev, commented, &ldquo ThaiBev&rsquo s inclusion in the DJSI is a significant milestone in the Group&rsquo s corporate history. It validates the effectiveness of our ongoing and increasing efforts to become a highly sustainable company, and places us on the radar of stakeholders in the growing socia lly responsible investment market. This is the result of an organisation - wide drive towards greater sustainability that is built upon our longstanding corporate citizenship initiatives and crystallised by our publication of sustainability reports in accord ance to the Global Reporting Initiative&rsquo s G4 Guidelines in recent years.&rdquo In sync with the guidelines, ThaiBev&rsquo s sustainability reports highlight the Group&rsquo s initiatives and performance in economic, environmental, and social dimensions. Aspects featured a mong these dimensions include Procurement and Sourcing, Water, Energy, Emissions and Air Pollution, Effluents and Waste, Consumer Health and Safety, Training and Education, Governance and Compliance, Marketing Communications, as well as Local Communities.   ThaiBev has recorded net profit growth of 5.5% in 2015 and 16.0% in the first half of 2016. Amid the Group&rsquo s progress towards achieving financial success in line with its Vision 2020 strategic roadmap, it has taken care to manage the size of its ecologica l footprint as its business expands. In recognition that water is at the heart of its operations as a beverage company, ThaiBev has established a working group to analyse its water usage and needs over the short and long term, and has developed action plan s to optimise water resource management. The Group has also set clear targets for minimising emission & air pollution and effluent & waste . Bearing testament to the efficacy of its efforts, the Group registered 6% less water withdrawal per hecto litre of finished goods, reused & recycled 11% more water, and reduced 42% less waste in 2015, compared to 2014. On the social front, ThaiBev has a broad range of initiatives in the areas of community and social development, public health, educ ation, sports, as well as arts and culture. The Group has social projects in 62 of the 77 provinces in Thailand, a number of which have been ongoing for many years. Notably, over the past 16 years, ThaiBev has given out 3.2 million blankets to tide people in the remote northern and northeastern parts of the country through the cold season. The Group has also allocated funds to various general healthcare and kidney disease treatment platforms given out numerous education scholarships and sponsored a wide variety of sports teams, as well as arts and culture programmes. More information about ThaiBev&rsquo s sustainability initiatives can be found in the Group&rsquo s 2015 Sustainab ility Report , and more information about how companies are assessed for the DJSI can be found in the 2016 RobecoSAM CSA &ndash Annual Scoring and Methodology Review handbook . September 13, 2016

 

 

The falling knife will fall the most in a down market. Next week can see 90 or below.

 

I will get back what I lose from this baby and earn even more.

pinkowl      ( Date: 08-Sep-2016 17:43) Posted: Who shorted Thaibev at 0.7x? LOL. Not doubting that ThaiBev would fall. Just exposing you on your lies. No need to be so boastful. Ophhs...not supposed to talk to ego bird...Paisei. Sayonara. earlybird14      ( Date: 08-Sep-2016 15:42) Posted: my position I am the one clearer than any kepo people. What important is ThaiBev is next falling knife. Don't believe ask the kepo woman who bought noble and all the way down. Who shorted at 1.30? Who shorted Ezion since 1.70? Who shorted yangzijiang 1.55? This one can hold the short till next earning

 

Who shorted Thaibev at 0.7x? LOL.

Not doubting that ThaiBev would fall. Just exposing you on your lies. No need to be so boastful.

Ophhs...not supposed to talk to ego bird...Paisei. Sayonara.

earlybird14      ( Date: 08-Sep-2016 15:42) Posted: my position I am the one clearer than any kepo people. What important is ThaiBev is next falling knife. Don't believe ask the kepo woman who bought noble and all the way down. Who shorted at 1.30? Who shorted Ezion since 1.70? Who shorted yangzijiang 1.55? This one can hold the short till next earning. earlybird14      ( Date: 08-Sep-2016 11:47) Posted: Shorted already mah at 1.045, Take what action. Funny. My next action is take profit. Now just wait for it to go lower. Want to catch fall knife go ahead. Nobody will stop you

 

90 will have some support.

If they still report 5bil profit in next quarter, 70 is possible.

So see 1 step do 1 step.

90 is for sure. Look at the revenue and profit trend. No scary meh? Really Don't know why you bought.

When this poor result was out, still got plenty time to jump ship.

lingua101      ( Date: 08-Sep-2016 16:50) Posted: OMG.    so it will fall to 70c?  Should I sell ALL now? earlybird14      ( Date: 08-Sep-2016 11:08) Posted: Revenue past 4 quarter old to latest. 36 bil, 50bil, 55bil, 45bil Profit past 4 quarter 8bil, 6bil, 8.5bil, 5.8bil. Want to buy? Are you ok or not. This elephant is on the way back to 70 may be even lower

 

OMG.    so it will fall to 70c?  Should I sell ALL now?

earlybird14      ( Date: 08-Sep-2016 11:08) Posted: Revenue past 4 quarter old to latest. 36 bil, 50bil, 55bil, 45bil Profit past 4 quarter 8bil, 6bil, 8.5bil, 5.8bil. Want to buy? Are you ok or not. This elephant is on the way back to 70 may be even lower. earlybird14      ( Date: 08-Sep-2016 11:00) Posted: I am amazed all these analysts anyhow come out report. Chang beer effect was at 4q 2015 and 1q 2016. 2q 2016 show the revenue an profit all drain back to 2Q 2015 level which mean the chang beer new brand effect is off. This result this drastically drop from 1.06. People who up to date like me, shorted and earned. Those believe this report go horlan. What is the professional of these analyst

 

my position I am the one clearer than any kepo people.

What important is ThaiBev is next falling knife.

Don't believe ask the kepo woman who bought noble and all the way down.

Who shorted at 1.30? Who shorted Ezion since 1.70? Who shorted yangzijiang 1.55?

This one can hold the short till next earning.

earlybird14      ( Date: 08-Sep-2016 11:47) Posted: Shorted already mah at 1.045, Take what action. Funny. My next action is take profit. Now just wait for it to go lower. Want to catch fall knife go ahead. Nobody will stop you. BetterStill      ( Date: 08-Sep-2016 11:23) Posted: Please take action instead of talking ....Get it done at 90 cents first then talk about 70 cents yah

 

-955 is well supported

 

So strange. Price never traded at 1.045 on the day the bird shorted on 25 Aug - highest was 1.005. Ha ha....so funny. 

 

Shorted already mah at 1.045, Take what action. Funny.

My next action is take profit. Now just wait for it to go lower.

Want to catch fall knife go ahead. Nobody will stop you.

BetterStill      ( Date: 08-Sep-2016 11:23) Posted: Please take action instead of talking ....Get it done at 90 cents first then talk about 70 cents yah. earlybird14      ( Date: 08-Sep-2016 11:08) Posted: Revenue past 4 quarter old to latest. 36 bil, 50bil, 55bil, 45bil Profit past 4 quarter 8bil, 6bil, 8.5bil, 5.8bil. Want to buy? Are you ok or not. This elephant is on the way back to 70 may be even lower

 

Please take action instead of talking ....Get it done at 90 cents first then talk about 70 cents yah.

earlybird14      ( Date: 08-Sep-2016 11:08) Posted: Revenue past 4 quarter old to latest. 36 bil, 50bil, 55bil, 45bil Profit past 4 quarter 8bil, 6bil, 8.5bil, 5.8bil. Want to buy? Are you ok or not. This elephant is on the way back to 70 may be even lower. earlybird14      ( Date: 08-Sep-2016 11:00) Posted: I am amazed all these analysts anyhow come out report. Chang beer effect was at 4q 2015 and 1q 2016. 2q 2016 show the revenue an profit all drain back to 2Q 2015 level which mean the chang beer new brand effect is off. This result this drastically drop from 1.06. People who up to date like me, shorted and earned. Those believe this report go horlan. What is the professional of these analyst

 

Revenue past 4 quarter old to latest.

36 bil, 50bil, 55bil, 45bil

Profit past 4 quarter

8bil, 6bil, 8.5bil, 5.8bil.

Want to buy? Are you ok or not. This elephant is on the way back to 70 may be even lower.

earlybird14      ( Date: 08-Sep-2016 11:00) Posted: I am amazed all these analysts anyhow come out report. Chang beer effect was at 4q 2015 and 1q 2016. 2q 2016 show the revenue an profit all drain back to 2Q 2015 level which mean the chang beer new brand effect is off. This result this drastically drop from 1.06. People who up to date like me, shorted and earned. Those believe this report go horlan. What is the professional of these analyst? beltrance      ( Date: 05-Sep-2016 13:45) Posted: Also very positive report from CIMB, see http://www.theedgemarkets.com.sg/sg/article/chang-finally-changing-thaibev%E2%80%99s-fortunes  :   Chang is finally changing ThaiBev&rsquo s fortunes By  Gwyneth Yeo  / theedgemarkets.com.sg   | September 5, 2016 : 1:23 PM MYT      SINGAPORE (Sept 5): CIMB is maintaining its &ldquo add&rdquo recommendation for Thai Beverage and raising its target price to $1.14 from 92 cents after the group&rsquo s rebranding exercise for Chang beer last August successfully boosted the group&rsquo s overall earnings in 2QFY16. Chang beer was rebranded to better connect with younger consumers. The group achieved this by raising prices, investing in packaging and marketing to remove the stigma of Chang as a low-income beer, and reconfiguring its sales distribution to improve the freshness of beer in its channels. Following the exercise, ThaiBev&rsquo s beer sales volumes shot up 61% in 1HFY16, while revenue rose 70% from price hikes. In addition, pretax earnings rose even faster at 330% from higher operating leverage. In a note on Monday, CIMB&rsquo s Jonathan Seow expects margins to improve further moving forward, arising from lower packaging costs as the proportion of returnable bottles increases, and lower depreciation as a large proportion of PPE will be fully depreciated by 2017. &ldquo ThaiBev is an entirely different beast now. Previously, only its spirits business was profitable while all its other business segments were breakeven, at best. The recent rebranding of the beer business has sprung a new growth driver, and beer now forms 20% of the 1HFY16 group net profit,&rdquo said Seow. Post-rebranding, Chang&rsquo s market share had risen to 40% from 30% previously. Seow estimates its market share will reach between 45% and 50% for the full year and overtake its key competitor Leo&rsquo s market leadership position by 2017. In the face of the new competition, Leo lowered prices which made little impact on market share. Instead, retail prices of Chang are now at price parity with Leo, when the latter was traditionally priced at a premium. To be sure, the improvement in Chang&rsquo s earnings has already driven ThaiBev&rsquo s share price up by 40% year to date. CIMB&rsquo s higher price target represents 24.7 times forward FY17 earnings, which is in line with ThaiBev&rsquo s peers.