My Trading plan for ThaiBev

My Trading plan for ThaiBev is as follows:-

 I would only take action to Long if it is able to cross over 66 cents decisively.

 First Target price would be 70 cents follow-by next target price of 72 cents.

 Don't be greedy! As we are trying to ride on the counter trend reaction. Whether will it be able to sustain after this move, it would be very much depends on market direction.


 My Stop Loss price would be at 63 cents.

 My max no. of unit to Buy would be 16,600 share.

 Not a call to buy or sell.

 Please do your own due diligence.

Thai Beverage Public Company Limited, together with its subsidiaries, produces and distributes alcoholic and non-alcoholic beverages, and food products in Thailand and internationally. The company operates through Spirits, Beer, Non-Alcoholic Beverages, and Food segments. It offers liquor and beer products; spirits, including brown spirits, white spirits, herbs, and other products; and non-alcoholic beverages comprising drinking and soda water, electrolyte beverages, energy drinks, green and herbal tea, ready-to-drink coffee, carbonated soft drinks, isotonics, soya drinks, Asian and sparkling drinks, coconut water, cordials, pasteurized milk, UHT milk, sterilized milk, yoghurt, canned milk, pasteurized juice, ready-to-drink juice, ice cream, and cereal bars. The company also provides chilled and frozen food products, and snack products; and oak barrels, light construction bricks, fertilizers, animal feed and supplementary animal feed, etc. In addition, it engages in the operation of Japanese restaurants, bakeries, and social enterprise; production and distribution of biogas; trading of molasses; and the provision of advertising agency, marketing, training, consultancy, asset and brands management, transportation and distribution, procurement, and human resources and organization development services. Further, the company is involved in the trading of bottles and supplies; distribution of beverages; and production of plastic packaging and related businesses. Thai Beverage Public Company Limited was founded in 2003 and is based in Bangkok, Thailand.

ThaiBev

I think BB heard what we are expecting for a rebound from the current price level of 64 cents.

 I think it will be good to wait for market confirmation before jumping on the bangawon.

 Nobody knows what would be the next move from BB.


 Don't follow the crowd/noises shouting I have long for this counter that it is about time to go Up.

 Is ultra important to have your own plan. It is very risky to trade against the Trend. As we are expecting a counter trend movement.

 It will take a harder perspective to go up.


 The crucial level to watch is if the recent low of 63.5 cents will it be broken down. Breaking down with high volume that would be rather bearish and may see it slide further down towards 61 cents then 59 cents with extension to 55 cents. Not a call to buy or sell. Please do your own due diligence.

NAV of 20.04 cents.
Trailing EPS of about 3.4 cents.
PE of about 19x.
I think Doesn't look cheap at this level.


Thai Beverage Public Company Limited, together with its subsidiaries, produces and distributes alcoholic and non-alcoholic beverages, and food products in Thailand and internationally. The company operates through Spirits, Beer, Non-Alcoholic Beverages, and Food segments. It offers liquor and beer products; spirits, including brown spirits, white spirits, herbs, and other products; and non-alcoholic beverages comprising drinking and soda water, electrolyte beverages, energy drinks, green and herbal tea, ready-to-drink coffee, carbonated soft drinks, isotonics, soya drinks, Asian and sparkling drinks, coconut water, cordials, pasteurized milk, UHT milk, sterilized milk, yoghurt, canned milk, pasteurized juice, ready-to-drink juice, ice cream, and cereal bars. The company also provides chilled and frozen food products, and snack products; and oak barrels, light construction bricks, fertilizers, animal feed and supplementary animal feed, etc. In addition, it engages in the operation of Japanese restaurants, bakeries, and social enterprise; production and distribution of biogas; trading of molasses; and the provision of advertising agency, marketing, training, consultancy, asset and brands management, transportation and distribution, procurement, and human resources and organization development services. Further, the company is involved in the trading of bottles and supplies; distribution of beverages; and production of plastic packaging and related businesses. Thai Beverage Public Company Limited was founded in 2003 and is based in Bangkok, Thailand.

SingTel

Last Thursday we had witnessed the beautiful Gap up moment and closed well at $3.28.

The volume was super high this signigfy that fund are buying.

The next day we had profit taking setting in which is quite normal.


We would like to ride on this bullish wide candlestick and continue to resume this Uptrend momentum.

Short term wise, likely to see it re-attempt $3.31 then $3.35.

Breaking out of $3.35 smoothly + good volume that may propel to drive the price higher towards $3.40 with extension to 3.50 level.

Not a call to buy or sell.

Pls dyodd.

Recent new:
ACQUISITION OF CERTAIN ASSETS OF VIDEOLOGY, INC. AND ITS SUBSIDIARIES.

http://infopub.sgx.com/FileOpen/20180823-Singtel%20Videology.ashx?App=Announcement&FileID=522507




Singapore Telecommunications Limited provides a portfolio of communication and technology, and infotainment services to consumers and businesses in Asia, Australia, and Africa. It operates through three segments: Group Consumer, Group Enterprise, and Group Digital Life. The Group Consumer segment engages in the carriage business, including mobile, pay TV, fixed broadband, and voice, as well as equipment sales. The Group Enterprise segment offers mobile, equipment sales, fixed voice and data, managed, cloud computing, cyber security, and IT and professional consulting services. The Group Digital Life segment is involved in the digital marketing, regional OTT video, and advanced analytics and intelligence businesses. The company also operates a venture capital fund that focuses its investments on technologies and solutions; and offers ICT solutions and marketing technology services. In addition, it offers inSing.com that provides hyper-local content, user reviews, and editorials, as well as business or service information; and Trustwave that enables businesses fight cybercrime, protect data, and reduce security risk. The company is headquartered in Singapore.

AEM

Looks like it may sink again and head lower to revisit 81 cents then 74 cents with extension to 64 cents.

 not a call to buy or sell.

 Please do your own due diligence.

 AEM Holdings Ltd, an investment holding company, provides solutions in equipment systems; and precision components and related manufacturing services for various industries. It operates through Equipment Systems Solutions and Precision Component Solutions segments. The company provides high density modular test handlers, wafer handling systems, hot spot testers, and smartcard backend handlers for use in semiconductor, solar cell, and smartcard manufacturing facilities, as well as related tooling parts; and designs, develops, and manufactures precision engineering products, such as test sockets, device change kits, stiffeners, golden units, holding jigs, preventive maintenance kits, and precision mechanical assembly modules for use in the electronic, life science, instrumentation, and aerospace industries, as well as offers engineering services. It also engages in the research, development, and production of communications and industrial test solutions. The company offers its products through a network of sales offices, associates, and distributors in Asia, Europe, and the United States. AEM Holdings Ltd is headquartered in Singapore.

Frasers Property

NAV of $2.453.

 Price per book value of 0.689.

 Yearly dividend of 8.6 cents for the past 5 years.

 Total revenue has been generally rising from $2203m to $3893m.

 The current price is hovering slightly above the 52 weeks low of $1.58.

 The past 2 days has been seeing some buying activities.

 Looks like undervalue is surfacing .

 Short term wise, it may likely move up to revisit $1.72 then $1.75 level with extension to $1.80.

 The next dividend should be in Nov where one could be expecting to receive 6.2 cents .

 Not a call to buy or sell.

 Pls dyodd.



 Frasers Property Limited, a real estate company, owns, develops, and manages a diverse, integrated portfolio of properties. It operates through four business units: Singapore, Australia, Hospitality, and Europe and rest of Asia. The company’s assets range from residential, retail, commercial, and business parks, to industrial and logistics in Singapore, Australia, Europe, China, and Southeast Asia. Its hospitality business owns and/or operates serviced apartments and hotels in over 80 cities across Asia, Australia, Europe, the Middle East, and Africa. The company also acts as a sponsor of four vehicles listed on the SGX-ST, comprising three REITs, including Frasers Centrepoint Trust, Frasers Commercial Trust, and Frasers Logistics & Industrial Trust, focused on retail properties, office and business space properties and business parks, and logistics and industrial properties respectively, as well as one stapled trust, Frasers Hospitality Trust, focused on hospitality properties. The company was formerly known as Frasers Centrepoint Limited and changed its name to Frasers Property Limited in February 2018. Frasers Property Limited was incorporated in 1963 and is headquartered in Singapore. Frasers Property Limited is a subsidiary of TCC Assets Limited.

Sembcorp Ind

From TA point of view, it is looking rather bullish especially with the run away Gap up being presented on the chart today. Up 13 cents and closed well at $2.88.


The volume was also high that signify bull is having the upper control. Which also means there are more buyer than seller.

 Short term wise, with the bullish Gap up, we may likely see it rises further to retest $3.00 with extension to $3.10 level.


 Not a call to buy or sell.

 Pls dyodd.



 Sembcorp Industries Ltd engages in the utilities, marine, and urban development businesses. The company’s Utilities segment provides energy, water, on-site logistics, and solid waste management services to industrial, commercial, and municipal customers. Its activities in the energy sector include power generation and process steam production, as well as natural gas importation and retail; and water sector comprise wastewater treatment, and production and supply of reclaimed, desalinated, and potable water, as well as water for industrial use. This segment has approximately 11,000 megawatts of gross power capacity; and manages facilities that provide approximately 9 million cubic meters per day of water. Its onsite logistics and services include service corridor, chemical storage, and terminalling facilities, as well as hazardous waste incineration and industrial gases supply services; and solid waste management services, such as municipal, industrial and commercial, construction and demolition, and bio-hazardous waste collection services, as well as post-collection treatment and waste-to-resource services. The company’s Marine segment provides integrated solutions for the marine and offshore industry, such as rigs and floaters, repairs and upgrades, and offshore platforms and specialized shipbuilding. Its Urban Development segment owns, develops, markets, and manages integrated urban developments comprising industrial parks, as well as business, commercial, and residential spaces. The company’s Others/Corporate segment includes businesses relating to minting, design, and construction activities; and offshore engineering and others. It operates in Singapore, China, India, rest of Asia, the Middle East, Africa, Europe, Brazil, the United States, and internationally. The company was formerly known as Minaret Limited and changed its name to Sembcorp Industries Ltd in July 1998. The company was incorporated in 1998 and is headquartered in Singapore.