Wolf Money(Thai Beverage)

-



 


The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer.

LWF bought a new position in Thai Beverage. There are news out of Bloomberg. Thai Bev is looking for a buyer for their KFC franchise in Thailand. They operate 500 QSR in Thailand. The technical looks strong, having broken the 45c resistance and the resistance trend line since 3 years ago. Please don’t take the news at face value. Strong support can be seen at 43c. The position is situational.


(Image credit: The Edge)

Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation. 

https://t.me/joinchat/oCgkD3sQFRMzMWM1



Disclaimers 

All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant or guarantee the success of any action you take in reliance on our statements. All information provided are for education only. Buyer beware,do you own due diligence.

Comments

Post a Comment

Popular posts from this blog

Wolf Money(Thai Beverage PCL)

-
Image
  (Image credit:Thai Beverage) I bought a position in Thai Beverage during my staycation. I had a GTD order filled. Here I am back in Thai Beverage at a lower price than before. A few points on Thailand situation. (Opportunity came knocking when you least expected, on vacation) 1.) Thailand has a new Prime Minister. He promised to call for an election in about 4 months’ time. I hope that will finally bring stability to the country. 2.) In the meantime, he is implementing the half-half policy. Small businesses will benefit from the government policy. The Thai government will co-fund half of consumer spending. 3.) The strengthening of the Thai Baht will have a positive currency translation as results are reported in Thai Baht. There will be a slight bump up in dividends in SGD term.  4.) The increase in F&N stock’s price increases the sotp valuation. 5.) Lower interest is expected from Thai central bank. Thai Bev do have a ton of borrowing. 6.) Lowering of tension at Thai-Ca...
Read more

Wolf Money(ComfortDelGro Ltd results)sold

-
Image
  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . ComfortDelGro revenue went up by 14.4% to $2.427b. Net profit went up 11.2%. Net gearing went up to 16.6%. Did it meet market expectations? Yes. Did it meet my expectations? Nope. Let’s talk about the positive first.  1.) The dividend went up from 3.52c to 3.91c.  2.) There are likely more contracts up for grabs in Europe and Australia as governments try to farm out public transport services to manage cost in providing essential services to the public. The headaches of dealing with transport workers’ unions can be a political risk to any government. For dealing with unions, ComfortDelGro earns a fee for the service. The negatives.  1.) I don’t like the increase in gearing and it is heading towards the low 20% soon. The increase in gearing was due to fleet purchases/renewal in Manchester and London. I...
Read more

Wolf Money(portfolio review end 2025)long post

-
Image
  (Image credit: Freepik.com) Before I start, I would like to pray for the victims and families of the horrific tragedy at Bondi Beach and those affected by the floods across South East Asia. May God grant those affected with peace and strength in their recovery. Amen. 🙏 My review will start by giving thanks to all my friends for their friendship and wisdom. With your kindness and guidance, my world is a much better place. Please take a rain cheque for more lunches and coffee in the coming year. Commentary   Lone Wolf Fund(LWF) Portfolio as at end of Dec 2025 1.) Cash 2.)  Genting Singapore *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . LWF had a reasonable 2025. I probably did “67” for the year. The total return included dividends and cash yield came in at 18.5% unleveraged, which is higher than the previous 5 years average total returns of 17.5% and 13% over a 20-year period. Although the return was ...
Read more