大家关注【泰国酿酒THBEV】,股权之争.

zither

老鼠爱小米 发表于 14-2-2013 18:50
继续持股中.

不服不行

qingxin1989

今天上午0.545挂着玩，下午和女朋友过节，然后就悲剧了。。。

老鼠爱小米

qingxin1989 发表于 14-2-2013 22:16
今天上午0.545挂着玩，下午和女朋友过节，然后就悲剧了。。。

挂的卖？

qingxin1989

挂的卖。。。:'(:'(:'(

qingxin1989

老鼠爱小米 发表于 14-2-2013 22:19
挂的卖？

挂的卖。。。。。

老鼠爱小米

qingxin1989 发表于 14-2-2013 22:21
挂的卖。。。。。

少了９９９朵玫瑰花了．

qingxin1989

老鼠爱小米 发表于 14-2-2013 22:26
少了９９９朵玫瑰花了．

反正也买很少而已，看情况在买吧，不过今天涨的太凶了。。。。

yinjqsg

今天CIMB给它目标价0.70. 说它计划将所持有的 F&N卖回给 F&N.同时它会收购F&N的饮料业务。这样它将能大幅降低其负债水平。I

yinjqsg

Why is this positive?
TCC’s victory for the control of F&N marks a milestone in Thai Bev’s regional expansion of its non-alcoholic beverage business. Thai Bev is now gunning for the position of a leading regional beverage player. We anticipate some corporate restructuring by Mr Chaoren by way of depositing F&N’s F&B businesses in Thai Bev with TCC taking singular ownership of the property assets of F&N. A cleaner corporate structure should allow Thai Bev to reap the synergies of its F&B businesses. We suggest that Thai Bev could buy out F&N’s F&B business and fund this by selling back its 29% stake in F&N, to F&N. Thai Bev will then be a pure consumer company with no property exposure, while F&N will be left with just a property arm which suits TCC fine. If F&N chooses to buy back all of Thai Bev’s remaining stake, such a transaction could pare down Thai Bev’s net gearing (1.6x in 3Q12) to 1.1x

老鼠爱小米

yinjqsg 发表于 14-2-2013 23:28
今天CIMB给它目标价0.70. 说它计划将所持有的 F&N卖回给 F&N.同时它会收购F&N的饮料业务。这样它将能大幅降 ...

人家涨了他就推荐到70分,在40分的时候干嘛不说呢?