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ThaiBev

thats the thaibev AGM

06th June is Thai Beverage dividend payout. Does anyone knows what will happen next? Online website said that the month of June there is a meeting. Does anyone knows about this meeting?

Yes without a doubt and that' s just a function of the economic growth and businesses growing as a result. The question is as a listed company, there are time pressures from investors on total shareholder returns so it ultimately comes down to what is your investment time frame and holding power and period.

stockwatch8877 ( Date: 29-May-2025 07:49) Posted:

I still believe Thai Beverage will grow because people needs to survive and people will adjust themselves to the economy. One day, I believe BeerCo will be listed in their Stock Exchange.

n3wbie ( Date: 28-May-2025 22:12) Posted:

I dont disagree but helpful to reference consensus estimates as well as historical averages as a benchmark. The fundamentals have been quite challenging for Thai consumer in general and not sure how much the market has priced in some of the negatives in 2Q given earthquake, etc. Key is pricing the entry for the stock as it also seems like some of the catalysts like beerco spin-off is also seemingly delayed

I still believe Thai Beverage will grow because people needs to survive and people will adjust themselves to the economy. One day, I believe BeerCo will be listed in their Stock Exchange.

n3wbie ( Date: 28-May-2025 22:12) Posted:

I dont disagree but helpful to reference consensus estimates as well as historical averages as a benchmark. The fundamentals have been quite challenging for Thai consumer in general and not sure how much the market has priced in some of the negatives in 2Q given earthquake, etc. Key is pricing the entry for the stock as it also seems like some of the catalysts like beerco spin-off is also seemingly delayed.

vicloo ( Date: 28-May-2025 21:39) Posted:

Analyst reports are not accurate most of the time, best to ignore. High TP doesn't mean it will go higher, likewise lower TP doesnt mean no potential to go higher too.

I dont disagree but helpful to reference consensus estimates as well as historical averages as a benchmark. The fundamentals have been quite challenging for Thai consumer in general and not sure how much the market has priced in some of the negatives in 2Q given earthquake, etc. Key is pricing the entry for the stock as it also seems like some of the catalysts like beerco spin-off is also seemingly delayed.

vicloo ( Date: 28-May-2025 21:39) Posted:

Analyst reports are not accurate most of the time, best to ignore. High TP doesn't mean it will go higher, likewise lower TP doesnt mean no potential to go higher too.

n3wbie ( Date: 28-May-2025 20:32) Posted:

Think the stock is trying to find where the new low is and build a base around there? Post recent results, stock received a series of downgrades and TP cuts so it feels like its building a new base (near Apr low and hopefully not going back to Jul 2024 low closer to 40c)

Analyst reports are not accurate most of the time, best to ignore. High TP doesn't mean it will go higher, likewise lower TP doesnt mean no potential to go higher too.

n3wbie ( Date: 28-May-2025 20:32) Posted:

Think the stock is trying to find where the new low is and build a base around there? Post recent results, stock received a series of downgrades and TP cuts so it feels like its building a new base (near Apr low and hopefully not going back to Jul 2024 low closer to 40c).

stockwatch8877 ( Date: 28-May-2025 19:44) Posted:

Today, Thai Bev is on top 20 volume. What does the high volume signify? The stock price is not moving much.Can anyone tells what is happening? Good or bad.

Think the stock is trying to find where the new low is and build a base around there? Post recent results, stock received a series of downgrades and TP cuts so it feels like its building a new base (near Apr low and hopefully not going back to Jul 2024 low closer to 40c).

stockwatch8877 ( Date: 28-May-2025 19:44) Posted:

Today, Thai Bev is on top 20 volume. What does the high volume signify? The stock price is not moving much.Can anyone tells what is happening? Good or bad.

Similar to Yzj finance. Something is about brewing literally

stockwatch8877 ( Date: 28-May-2025 19:44) Posted:

Today, Thai Bev is on top 20 volume. What does the high volume signify? The stock price is not moving much.Can anyone tells what is happening? Good or bad.

No wonder how people still go for a drink because we are humans. The question is that can Thai Beverage share price goes up or goes down. Nobody knows.

halleluyah ( Date: 27-May-2025 13:25) Posted:

yeah...tariff will effect Thaibev, tax pass onto consumer....

zhixuen ( Date: 27-May-2025 12:38) Posted:

I also pick Genting as Genting is cash rich !!! Genting may return the cash to shareholders and will not raise fund for expansion.

yeah...tariff will effect Thaibev, tax pass onto consumer....

zhixuen ( Date: 27-May-2025 12:38) Posted:

I also pick Genting as Genting is cash rich !!! Genting may return the cash to shareholders and will not raise fund for expansion.

i just pick up some genting to long...dyodd

tritonyeah666 ( Date: 26-May-2025 22:14) Posted:

I dunno if i should buy Thaibev or Genting at their low prices...both look like got chance to rebound from this price by holding 1-2 years. Suggestions?

Buy the one that you think will not see lower lows in your 1-2 years time frame.

I dunno if i should buy Thaibev or Genting at their low prices...both look like got chance to rebound from this price by holding 1-2 years. Suggestions?

Dont need to do strategic review, just need to first execute on the beerco spin-off after trying for so many times and years. Once that can be pulled off then move on to execute on perhaps the food business which seems to be doing ok and is synergistic.

The other headwind that Thailand faces is the high consumer debt so that probably also weigh on the ability and propensity to spend if tourism is not going to be a key driver.

Speediman ( Date: 26-May-2025 21:10) Posted:

Beerco business have a couple of qtr good run.

All Thai Bev needs to do is conduct a strategic review...price might suddenly shoot up 5-10cts and list Beerco, another 10-20cts.
very quickly back to 70 cts

Perhaps food business needs to be restructured and sold away. Food business isnt thai bev forte.

From 2021 to now, we lost count of how many BEERCO IPO attempts alr. It's an embarrassment if current attempt flunk again.

zhixuen ( Date: 26-May-2025 09:35) Posted:

Absolutely trading at a relatively low valuation compared to its global peers, which may reflect investor concerns about management' s perceived indecisiveness&mdash particularly regarding the prolonged delay and uncertainty surrounding the brewery unit&rsquo s IPO.

Company	P/E Ratio (TTM)	Primary Stock Exchange Listing	Ticker Symbol
Thai Beverage PCL	12.63	Singapore Exchange (SGX)	Y92.SI
Anheuser-Busch InBev	21.66	Euronext Brussels	ABI.BR
Heineken N.V.	45.66	Euronext Amsterdam	HEIA.AS
Carlsberg A/S	12.46	Nasdaq Copenhagen	CARL-B.CO
Diageo PLC	17.13	London Stock Exchange (LSE)	DGE.L

Absolutely trading at a relatively low valuation compared to its global peers, which may reflect investor concerns about management' s perceived indecisiveness&mdash particularly regarding the prolonged delay and uncertainty surrounding the brewery unit&rsquo s IPO.

Company	P/E Ratio (TTM)	Primary Stock Exchange Listing	Ticker Symbol
Thai Beverage PCL	12.63	Singapore Exchange (SGX)	Y92.SI
Anheuser-Busch InBev	21.66	Euronext Brussels	ABI.BR
Heineken N.V.	45.66	Euronext Amsterdam	HEIA.AS
Carlsberg A/S	12.46	Nasdaq Copenhagen	CARL-B.CO
Diageo PLC	17.13	London Stock Exchange (LSE)	DGE.L

Because there are negative info abt them.

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