Latest Forum Topics / ThaiBev Last:0.54 +0.01 | Post Reply |
up or down on debut?
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teeth53
Supreme |
20-Apr-2013 23:07
Yells: "don't learn through life, learn to grow with life " |
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F& N in  volatile play..?. ThaiBEV may see the same situational play on short term, that can likely relatively  happen to both stk. |
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teeth53
Supreme |
20-Apr-2013 13:48
Yells: "don't learn through life, learn to grow with life " |
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Trades as seperate entity, trade may  end lower each time price is push up and dump, likely lower on a narrow band less then 50 cents till dust is settle (think so).  Agree with U. It run up is due to help from speculating player's too.
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pete1106
Member |
20-Apr-2013 13:37
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Hi, Can anybody kindly give advice for F& N minority investor who is still vested. What will probably happen to F& N share price? Will it drop down heavily?  | ||||
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skk888
Veteran |
20-Apr-2013 10:04
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TCC Assets is a private company owned by Chaoren and his wife. It holds the vast majority of shares in F&N. thaibev only owns a fraction and if I didn't remember wrongly its not more than 30%. Thus only if TCC assets decide to make F&N a subsidiary under thaibev, then there will be direct benefits of earnings reported in thaibev. It seems like Chaoren is keen to keep F&N which has a better reputation and strong brand in its century old history.
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sanuks
Veteran |
19-Apr-2013 17:49
Yells: "Dont jump on moving train, you will hurt yourself - JIM ROGE" |
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Now F& N is going to be listed. How low will the ThaiBev price going to fall? Anyone???? | ||||
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enbloc
Member |
19-Apr-2013 11:49
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on the trading floor,always remember, 'buyer vs seller drive the price.' to trade profitably,dun trade against them. | ||||
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Octavia
Elite |
19-Apr-2013 11:39
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Thai Bev appears to be slowly recovering, after its 29% associate, FNN announces that it will restore its free float to maintain its listing status. | ||||
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Octavia
Elite |
19-Apr-2013 11:37
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ThaiBev announced that it is their current intention to maintain the listing status of the Company, and have also stated that they are currently in discussions with SGX regarding the restoration of the free float in the Co and will provide updates in due course. The key issues will now be on the structure and quantum of the restoration of float and the new mgt strategy for growth. Analysts note that it will be trickier to restructure the entities with both being listed, which could probably explain the drop in ThaiBev’s share price yesterday. Market watchers note that it is unlikely that the market would be willing to pay $9.55 per share in a placement, given that Charoen's purchase price included a control premium. | ||||
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enbloc
Member |
19-Apr-2013 11:18
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stay calm bro, takeover offer, buyer weight overall assets,tis is how thai offer 8.88. Once f& n argue they worth S$11+.  
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SFGuyRuleZ
Veteran |
19-Apr-2013 10:40
Yells: "You are your own master.." |
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I checked the fundaments of F& N before and  it is worth SGD9.8, which is why Chaoren can offer $8.88 that time, which is still a discount for him. In this market, stocks are sometimes suppressed alot for no apparent reason, just like how some stocks are overvalued due to whatever hype. If you factored in the fundamentals of F& N with Thai Bev, and given the large amout of ordinary shares of Thai Bev, Thai Bev is definitely still worth more than 60 cents, or at least 80 cents. The question is however, whether stocks can rise up to their value or not, it really has to depend alot on the market and how much faith, awareness and interest investors have in that stock, and that's where technical analysis comes in. Given the recent spate of negative news on Thai  Bev and gloom surrounding the equity market these few days, in the short term, this stock may fall, maintain it's current price level, or don't rise much.
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enbloc
Member |
19-Apr-2013 10:23
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anyone buy today? | ||||
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pcscorpio
Member |
19-Apr-2013 10:22
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Precisly, the reason why it was at 60 cents was beacuse f and n earning's were factored in. but since f and n were to trade as a seperate entity, earnings cannot be included. thbev would at most be worth 50 cents
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enbloc
Member |
19-Apr-2013 10:19
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f& n shoot fr$4+> 9 due to bidding war. it's earning couldnt support tis level.
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SFGuyRuleZ
Veteran |
19-Apr-2013 09:47
Yells: "You are your own master.." |
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Actually I am confused. If TCC own 90+% of F& N through Thai Beverage, then F& N would already be a subsidary of Thai Bev, which means  F& N's profits, cashflows and assets would also contribute to the financial fundamentals of Thai Bev. Therefore whether F& N is delisted or not, I do not see much implication. Even if F& N is not a subsidary of Thai Bev, which means F& N is an independent entity by itself and it's financials do not contribute to Thai Bev, in the long run, I believe F& N would still be delisted and merge with Thai bev for when they merge, they can leverage on each other's distribution & retail networks and assets, increasing revenue and  cutting costs such as transport, distribution, storage, etc... | ||||
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pcscorpio
Member |
19-Apr-2013 09:04
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told u all yesterday | ||||
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Octavia
Elite |
19-Apr-2013 00:18
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Who knows the mamagement might distributed some % of FNN shares  to TheBev holders then TheBev will fly. | ||||
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inbetween
Member |
18-Apr-2013 23:17
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f& n sure drop? based on what relations? 
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Blanchard
Senior |
18-Apr-2013 23:04
Yells: "Winners cry..... Losers smile....." |
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The Fraser and Neave, Limited Board wishes to announce that the Company’s shareholders, TCC Assets Limited (" TCCA" ) and Thai Beverage Public Company Limited (" ThaiBev" ) have jointly indicated in writing to the Company today that it is their current intention to maintain the listing status of the Company. TCCA and ThaiBev have also informed the Company that they are currently in discussions with the SGX-ST regarding the restoration of the free float in the Company and will update the Company in due course. |
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enbloc
Member |
18-Apr-2013 16:55
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delist,thai eat all at 9++, back to trade f& n sure drop. f& n down,thbev oso down.
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enbloc
Member |
18-Apr-2013 16:52
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delist,thai eat all at 9++,back to trade F& N sure down. F& N down,Thbev oso down.
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