ENTITY
Frasers Property Ltd

Frasers Property Ltd (FPL SP)

214
Analysis
Real EstateSingapore
Frasers Property Limited provides real estate ownership and development services. The Company engages in the development of land, housing projects, apartments, as well as commercial, industrial, and retail properties. Frasers Property serves customers globally.
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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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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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21 Jul 2024 07:00

Last Week in Event SPACE: Gulf Energy/Intouch, CK Infra, Zhongsheng, Thai Beverage, Fraser & Neave

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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