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Showing posts from February, 2018

Watchlist: ThaiBev Y92

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"Operating profit was THB 2,794,794,000 compared with THB 7,172,763,000 a year ago. Net operating profit was THB 3,165,037,000 against THB 7,337,061,000 a year ago. Profit before income tax expense was THB 3,993,173,000 against THB 9,149,891,000 a year ago. Profit attributable to owners of the company was THB 2,911,892,000 against THB 7,714,855,000 a year ago. Basic and diluted earnings per share were THB 0.12 against THB 0.31 a year ago. Net cash from operating activities was THB 5,789,946,000 against THB 7,797,559,000 a year ago." First Quarter ended Dec 17 [Source: SGX] Price watch points as indicated above and I shall wait for the price drop to stabilize. In the meantime, I will do some reading about its earnings and how the company strategizes to overcome headwinds. *** Takeaway from its annual report 2017 (FYE Sep 17) Revenue 57% from spirits 30% from beer 9% from non-alcoholic beverage 4% from food Vision 2020 Growth We aim to solidify ThaiBev’s po

STI 12M returns snapshot

Top 10 highest return Name SGX Code Market Cap (S$Bn) 23 Feb Close Price (S$) 30 Day Volatility YTD Total Return % 12M Total Return % DBS Group Hldgs D05 75.9 29.59 25 19.1 61.5 Oversea-Chinese Banking Corp O39 56 13.37 24.1 7.9 43.1 United Overseas Bank U11 46.7 28.07 21.2 6.1 32.4 Genting Singapore PLC G13 15.7 1.3 27.1 -0.8 29.6 Keppel Corp BN4 14.4 7.96 29.6 8.3 18.1 City Developments C09 11.5 12.66 25.8 1.4 33 Venture Corp V03 7.6 26.66 34 30.2 170.2 UOL Group U14 7.1 8.38 22.1 -5.5 27.5 CapitaLand Commercial Trust C61U 6.1 1.69 24.2 -10.5 16.7 Yangzijiang Shipbuilding Hldgs BS6 5.8 1.47 40.6 0 52.6 Top 10 lowest return Name SGX Code Market Cap (S$Bn) 23 Feb Close Price (S$) 30