【THBEV Y92 交流专区】泰国酿酒 THAI BEVERAGE PUBLIC CO LTD

icy97

Name of Announcer *	THAI BEVERAGE PUBLIC CO LTD
Company Registration No.	0107546000342
Announcement submitted on behalf of	THAI BEVERAGE PUBLIC CO LTD
Announcement is submitted with respect to *	THAI BEVERAGE PUBLIC CO LTD
Announcement is submitted by *	Sithichai Chaikriangkrai
Designation *	Director and Executive Vice President
Date & Time of Broadcast	15-Aug-2013 21:25:10
Announcement No.	00164

>> ANNOUNCEMENT DETAILS

The details of the announcement start here ...

For the Financial Period Ended *	30-06-2013
Description	-Please see attached-

Attachments

TB_Emphasis_of_Matter.pdf

icy97

泰国酿酒的3Q13盈利下跌74%
2013年11月15日
http://www.sharesinv.com/zh/articles/42692/

泰国酿酒(Thai Beverage Public Co)报3Q13营业额为350亿泰铢，比上一年同期的376亿泰铢低了6.8%。啤酒及不含酒精饮品部门的贡献减少拖累收入，但部份跌幅因酒精饮品和食品部门的表现提高而被抵消。值得留意的是，不含酒精饮品业务的营业额下跌51.6%，由于Sermsuk产品的销售额下滑。Sermsuk于2012年11月终止了与一家国际企业之间的长期品牌执照，并在之后推出其自家的品牌产品。公司的3Q13净利大跌74%，由于在3Q12收购星狮集团(Fraser & Neave)而获得一次过的收益(相关资产的合理值提高)。

启示：泰国当局将实施新的酒精饮品税。目前的制度是按价值或含量计算，但新制度将把价值及含量都考虑在内。加上最低工资政策的范围扩大令劳工成本提高，预期这些因素将会影响公司未来的盈利。

icy97

ThaiBev dips to 3 month low on S&P downgrade
Source: Reuters   |   Publish date: Tue, 10 Dec 15:50   
http://www.theedgesingapore.com/the-daily-edge/business/46628-thaibev-dips-to-3-month-low-on-sap-downgrade-singapore-shares-lower.html

Thai Beverage Pcl shares slid to their lowest in more than three months, leading losses in Singapore’s benchmark index, after rating agency Standard & Poor’s downgraded the company’s debt to junk status.

ThaiBev shares dropped more than 2% to a three-month low of $0.465. The stock fell 11% in November, but still registered a nearly 18% year-to-date gain.

S&P cut its long-term corporate credit rating on the company to ‘BB+’, below investment grade, with a stable outlook, the rating agency said in a statement.

S&P also said it was withdrawing all the ratings on ThaiBev at the company’s request.

“We lowered the rating on ThaiBev because we now view the company as a ‘core’ member of a corporate group that we assess as having weaker credit characteristics than those of ThaiBev as a stand-alone entity,” said S&P credit analyst Xavier Jean in a statement.

The group, which consists of ThaiBev, Fraser and Neave and investment holding company TCC Assets, has become highly leveraged.

“We believe that TCCA’s likely high debt burden and the subordinated nature of its debt has the potential to lead to more aggressive financial policies at ThaiBev and influence ThaiBev’s financial performance, debt-servicing capacity, and financial policies to an extent,” Jean said.

F&N shares eased 0.2% to $5.70.

icy97

文： 2014年02月28日 每日头条
http://www.sharesinv.com/zh/articles/45142/

泰国酿酒(Thai Beverage)的4Q13收入提高7.9%至447亿泰铢，由于烈酒及食品业务的收入提高，但部份升幅因啤酒及非酒精饮料业务的表现下滑而被抵消。联号所分享的盈利激增近两倍，公司的盈利飙升91.5%至67亿泰铢。全年收入及净利分别下跌3.3%至1,558亿泰铢及32.9%至191亿泰铢，由于没有FY12所录得的脱售收益。若不包括FY12的脱售收益，盈利则是提高21%。

icy97

焦点 | 2014年05月09日
http://www.sharesinv.com/zh/articles/46750/

泰国酿酒(Thai Beverage PCL)
目标：$0.73

• 公司目前在泰国的地位稳固，是其收入稳定的主要来源。公司在泰国拥有庞大的市场份额，它也有良好的定价能力与品牌。
• 公司不受泰国政局动荡的影响，其收入在2009年和2010年分别增长2.4%及12.4%。
• 公司从星狮集团(F&N)取得的协同效益，可让它成为区域内的食品与饮料势力，原因是其分销网络已扩大、产品种类更多元化(能够把握不同客户的口味(包括不同的收入阶层))，以及拥有大量可作为营销和扩大产能等项目的资金。
  

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