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ThaiBev
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up or down on debut?
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GorgeousOng
Elite |
11-Nov-2013 12:55
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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How is Thailand's economy ? If is good thbev will gap up, If no good thbev will gap down ... Kao cai mai? Chork dee mark mark!!! Cheers!!! |
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2gether
Member |
11-Nov-2013 12:46
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if TB will to sell or takeover, can ask for prem. that will push up the px first.. hope to hear Si-fu some light for this counter..
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luketoh
Senior |
11-Nov-2013 11:46
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No more strength | ||||
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singsong
Member |
09-Nov-2013 14:58
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Can only give opinion. If buyout by Myanmar Economic Holding (MEH) takes place, Thaibev will be out of the beer manufacturing business in Myanmar. It can still sell its Chang beer but the real profits would be in the manufacturing. Myanmar Brewery has a dominant position in the Myanmar beer market. So for Thaibev, to lose Myanmar Brewery will be a loss. Of course, Thaibev can try set up its own manufacturing plant but it will be tough to compete against existing brands of Myanmar Brewery. The near-term price targets given by the various analysts ( ranging from 0.71 to 0.80 ) factors in Thaibev's 55% ownership of Myanmar Breweries and its potential going forward . UOB KayHian has a long-term target of $1.05. Certainly prices will have to be adjusted downwards if Thaibev loses Myanmar Brewery. So nett nett, not good for Thaibev to lose its 55% of Myanmar Brewery. |
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newcoming
Member |
08-Nov-2013 23:18
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Can anyone teach. If the Myanmar partner buyover the F& N 55%, how it will affect ThaiBev? |
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lingua101
Member |
08-Nov-2013 14:34
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so should not be negative impact to thaibev?
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2gether
Member |
08-Nov-2013 13:34
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problem looking at the F& N's TA, it is coming down.. it does not help THBEV..
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bishan22
Elite |
08-Nov-2013 13:19
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Dont hv high hope if it cannot clear 0.58. Thick wall.
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AseanTradingLink
Member |
08-Nov-2013 12:41
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Myanmar military aims to calm fears of economic interference http://english1.cari.com.my/forum.php?mod=viewthread& tid=765954& fromuid=1950303 |
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wesely2k
Veteran |
08-Nov-2013 09:42
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Very disappointed share.....should be 1/4 price of F& N. | ||||
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oldflyingfox
Master |
07-Nov-2013 15:53
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It was much lower than the credit card debt, should be alright.
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singsong
Member |
07-Nov-2013 10:04
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Myanmar military want to control brewery. It is a crony club.Their distributors are ex-generals or proxies of current generals. Now that Thaibev will take over, generals are sweating as rice-bowls affected. A lot of smoke and mirrors.Convenient to cry default of terms of agreement and manoeuvre a take-over. | ||||
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interfact
Member |
07-Nov-2013 09:23
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F& N spat with Myanmar partner turning ugly
MEHL starts arbitration process, saying it has clear right to buy over F& N's 55% stake
The Myanmar military-linked investment firm, which holds 45 per cent of Myanmar Brewery, has commenced arbitration proceedings to claim F& N's 55 per cent stake in the brewery, the company said in a statement yesterday. |
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Peter_Pan
Supreme |
06-Nov-2013 22:28
Yells: "did you order dunkin' donuts" |
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chang beer or singha beer nicer? | ||||
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Eaglevsfox
Member |
06-Nov-2013 22:22
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still holding in my portfolio and oso in my CFDs.
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tonylim
Master |
06-Nov-2013 10:05
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ThBev'sTp is 70 cents. Time to buy now before it hit above 60 anytime soon.
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Eaglevsfox
Member |
05-Nov-2013 23:37
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hi flyingfox...yup, for long using phillip cfd is a 4% p.a.
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singsong
Member |
05-Nov-2013 21:05
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Thaibev owns about 28% of F& N. F& N will distribute in specie 2 FCL shares for every 1 F& N share held. TCC owns about 68% of F& N. Now there is talk that Thaibev and TCC will do following swap : (a) Thaibev 'gives' its FCL entitlement to TCC (b) In turn, TCC 'gives' its F& N shares to Thaibev. Will some kind soul explain : (1) How Thaibev's share price will be impacted when the holdings of Thaibev and TCC are swapped . If so, what is the expectation of Thaibev price when the swap takes place (2) Is there money to be made going into F& N shares at this juncture . Look forward to pearls of wisdom being shared. |
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oldflyingfox
Master |
05-Nov-2013 16:10
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Never play cfd before,
u mean have to pay charges even go for long? How it was charged?
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Octavia
Elite |
05-Nov-2013 16:05
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CIMB has a results preview for its 3Q results due 14 Nov. House expect Thai Bev to report a stronger 2H, thanks to an uptick in spirits sales volume. The non-alcoholic beverage business is unlikely to turn a profit yet but the quantum of loss depends on the intensity of both Oishi?s and Serm Suk?s promotional activities. There are no changes to its FY13-15 estimates and SOP-based target price. CIMB maintain its Outperform call, with the catalyst of further corporate restructuring. Specifically, Thai Bev?s plan to sell its 28.6% FCL stake, possibly to TCC, and for TCC to communicate its plans over their 61.7% stake in F& N. | ||||
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