ENTITY
Fraser And Neave

Fraser And Neave (FNN SP)

40
Analysis
Consumer StaplesSingapore
Fraser and Neave Limited is principally engaged in the food and beverage, and printing and publishing business. The Company's principal activities include the production and sale of beverages, which includes soft drinks, beer, stout, and dairy products; and printing and publishing.
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bearishThai Beverage
18 Jul 2024 18:50

Thai Bev (THBEV SP): Exits Property, Boosts F&N Stake. Deal Valuation Seem Excessive

Proposed share swap deal with promoter company based on negotiated values not market prices. Acquisition value for F&N seem excessive and...

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bullishRio Tinto Ltd
04 Aug 2024 07:00

Last Week in Event SPACE: Rio Tinto, Ryohin Keikaku/Fast Retailing, WH Group, ThaiBev/F&N, PCCW

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

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bullishThai Beverage
29 Jul 2024 15:35

Charoen Rearranges ThaiBev and TCC's Deckchairs

I can see the Sirivadhanabhakdi family taking out F&N down the road.  Buy on any significant dips from here if illiquid value names are your bent.

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22 Jul 2024 18:09

The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.

The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...

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bullishThai Beverage
22 Jul 2024 15:33

Thai Beverage (THBEV SP) - Increasingly Streamlined SEA F&B Play

Thai Bev deserves to trade on a higher multiple given its pure-play status and a succession of recent restructurings including Serm Suk, Oishi...

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