峰回路转 - 泰国酿酒支持喜力对APB的收购 - 狮城财经 - 论坛

峰回路转 - 泰国酿酒支持喜力对APB的收购

所在版块：狮城财经

发贴时间：2012-09-19 09:28

用户信息

昵称: shaokunlun

经验: 5168

等级: 10 炉火纯青

资产: 2801 华新币

发贴: 7519

在线: 7758.7 小时

复制本帖HTML代码

我要回复↙ 相关跟贴↙ 平板模式手机浏览下一跟贴只看此人本帖链接　字体: 小中大

高亮: 今天贴 X 昨天贴 X 前天贴 X

DJ Thai Billionaire to Support Heineken's US$4.5 Billion Bid for F&N Stake in Asia Pacific Breweries
19 Sep 2012 05:36
*DJ TCC Assets, Thai Bev: To Vote In Favor of Heineken's Offer to Buy F&N's Stake in Asia-Pacific Breweries

(MORE TO FOLLOW) Dow Jones Newswires

September 18, 2012 16:25 ET (20:25 GMT)

*DJ TCC Assets, Thai Bev: Heineken Has Undertaken Not to Make General Offer for Shares in Fraser & Neave

(MORE TO FOLLOW) Dow Jones Newswires

September 18, 2012 16:27 ET (20:27 GMT)

*DJ Fraser & Neave Shareholders to Meet Sept. 28 to Vote on Heineken's US$4.5 Billion Offer for Asia Pacific Breweries

(MORE TO FOLLOW) Dow Jones Newswires

September 18, 2012 16:30 ET (20:30 GMT)

DJ Thai Billionaire to Support Heineken's US$4.5 Billion Bid for F&N Stake in Asia Pacific Breweries

By P.R. Venkat
SINGAPORE--Heineken NV (HINKY, HEIA.AE) Wednesday scored a major victory in its US$4.5 billion bid to acquire Fraser & Neave Ltd.'s (F99.SG) entire stake in Asia Pacific Breweries Ltd. (A46.SG), after a potential opponent and a key shareholder announced support for the Dutch brewer's offer.

The shareholders of F&N are due to meet Sept. 28 to vote on Heineken's offer to buy F&N's entire 39.7% stake in the maker of Tiger beer. But recent moves by the companies of Thai billionaire Charoen Sirivadhanabhakdi to bulk up their stake and make a general offer for F&N had created uncertainty over the fate of Heineken's offer.

In a joint filing to the Singapore Exchange, Thai Beverage PCL (Y92.SG) and TCC Assets--which are controlled by Mr. Charoen--and Heineken said that while Mr. Charoen's units "irrevocably" plan to vote in favor of Heineken's offer for the stake, the Dutch company has in turn promised not to bid for the whole of F&N, which has other businesses, including property and soft drinks, that interest Mr. Charoen.

Gaining control of Asia Pacific Breweries, the jewel in the crown of F&N, would give Heineken the much-needed boost to consolidate its position in the fast-growing Asia beer market. Full control of Asia Pacific Breweries would see Heineken owning the Tiger and Bintang APB beer brands that make up nearly 50% of the beer market in Indonesia, Malaysia and Singapore, according to data provider Euromonitor.

Asia Pacific Breweries has 30 breweries and 40 brands spanning 14 Asian countries. It also brews Heineken beer for some markets in the region. Asia Pacific Breweries, an 81-year-old joint venture between F&N and Heineken, first came into play in July, when ThaiBev first bought a 22% stake in F&N, forcing Heineken to make a US$4.1 billion offer for the brewing asset. At that time, Mr. Charoen's son-in-law Chotiphat Bijananda also bought a 8.6% stake in Asia Pacific Breweries.

Last month, Heineken raised its offer for Asia Pacific Breweries to US$4.5 billion, representing a price-to-earnings ratio of 35.1 times earnings, well above peers including Carlsberg Brewery Malaysia Bhd. (2836.KU), which trades at about 20.3 times earnings, and Japan's Sapporo Holdings Ltd. (2501.TO), at 16.6 times. Its sweetened offer reflected its desire to acquire an asset that would give it exposure to a growing region at a time of slowing growth at home.

Heineken now has a direct and indirect stake of 46.75% in Asia Pacific Breweries.

欢迎来到华新中文网，踊跃发帖是支持我们的最好方法!

新加坡中国美国投资讨论群，诚意邀请你进群。150多个专业人士的熟人股票群。请站内信给我你的微信号。谢谢。

　相关帖子我要回复↙ ↗回到正文

怎么没有人关心F&N的收购案子呢？这可是小赚一笔的大好机会呀－ shaokunlun 　2012-07-26 12:25 (4 bytes , 4287reads )

星狮计划分拆食品与地产业务(Z) － shaokunlun 　2013-07-01 09:55 (957 bytes , 131reads )

问下分拆是好还是不好呢－ bingyuan 　2013-07-01 22:16 (0 bytes , 321reads )

分拆一般是好事－ shaokunlun 　2013-07-01 22:40 (157 bytes , 110reads )

星狮每股分发现金3.315元发财了！（Z）－ shaokunlun 　2013-05-11 11:16 (2055 bytes , 202reads )

大侠觉得thbev是在玩空手套白狼么? － 不觉明厉 　2013-05-11 14:16 (31 bytes , 173reads )

悲剧了, 卖掉了－ 不觉明厉 　2013-05-11 13:39 (0 bytes , 154reads )

赚钱就好了嘛－ Sunnyan 　2013-05-11 14:46 (0 bytes , 139reads )

赚少了比赔更痛啊－ 不觉明厉 　2013-05-11 14:47 (0 bytes , 150reads )

哈？－ Sunnyan 　2013-05-11 14:55 (144 bytes , 158reads )

恭喜！－ Sunnyan 　2013-05-11 12:38 (0 bytes , 135reads )

前财政部长胡赐道受委为星狮高级顾问－ shaokunlun 　2013-04-03 09:25 (638 bytes , 239reads )

以牛某高见，oue斗得威猛，退得潇洒，表现可圈可点。－ 牛魔王 　2013-01-23 13:50 (200 bytes , 220reads )

故事有另外一个版本－ shaokunlun 　2013-01-23 14:10 (567 bytes , 219reads )

典型阴谋论.... － delay 　2013-01-23 14:24 (0 bytes , 209reads )

那你解释一下花脸不还价就退出的原因？－ shaokunlun 　2013-01-23 14:50 (367 bytes , 196reads )

我是这么想的... － delay 　2013-01-23 15:18 (235 bytes , 287reads )

what's the short term target for this thaibev? － naughtyboy 　2013-01-23 16:00 (0 bytes , 217reads )

好戏还在后头－ shaokunlun 　2013-01-23 09:45 (244 bytes , 179reads )

泰国酿酒将取代IHH保健成富时海峡时报指数成分股（Z）－ shaokunlun 　2013-03-08 10:36 (1043 bytes , 303reads )

星狮争夺战炮火重燃泰商出价每股9.55元（Z）－ shaokunlun 　2013-01-20 16:21 (1400 bytes , 160reads )

华联退出星狮收购战(Z) － shaokunlun 　2013-01-22 11:05 (2607 bytes , 215reads )

华联企业退出竞购后星狮集团股价应声下跌（Z）－ shaokunlun 　2013-01-23 09:32 (3044 bytes , 175reads )

DJ TCC Assets: Now Control 44.05% Of Fraser & Neave(Z) － shaokunlun 　2013-01-23 18:44 (1310 bytes , 233reads )

续－ shaokunlun 　2013-01-20 16:22 (1514 bytes , 224reads )

是歹戏拖棚还是好戏在后头？（Z）－ shaokunlun 　2013-01-20 16:23 (5690 bytes , 312reads )

星狮本月21日开始拍卖（Z）－ shaokunlun 　2013-01-16 09:51 (3223 bytes , 198reads )

THBEV $0.46 +0.015 是新高! － shaokunlun 　2013-01-28 10:06 (6 bytes , 173reads )

THBEV $0.47 +0.015 － shaokunlun 　2013-01-29 11:39 (4463 bytes , 334reads )

ThaiBev 0.500 +0.045 － shaokunlun 　2013-01-29 13:57 (18 bytes , 206reads )

升不到一块了?哭－ 乐与悲 　2013-01-29 14:02 (0 bytes , 156reads )

谁告诉你目标价是一块的？－ shaokunlun 　2013-01-29 15:00 (78 bytes , 279reads )

我的hongxin被套住了－ 乐与悲 　2013-01-29 15:54 (15 bytes , 211reads )

预测－ shaokunlun 　2013-01-16 09:54 (135 bytes , 185reads )

星狮地产：私宅价格有望下调5％至7％(Z) － shaokunlun 　2013-01-17 17:00 (740 bytes , 210reads )

THBEV $0.44 +0.01 － shaokunlun 　2013-01-17 09:11 (9 bytes , 246reads )

大侠准备卖出了？－ AGA 　2013-01-17 09:36 (32 bytes , 198reads )

利好不等于股价升－ shaokunlun 　2013-01-17 09:48 (231 bytes , 182reads )

学习了～－ AGA 　2013-01-17 09:50 (18 bytes , 193reads )

美对冲基金增持星狮股权(Z) － shaokunlun 　2013-01-09 09:44 (1137 bytes , 158reads )

这个案子结果怎么样了？－ AGA 　2013-01-10 10:49 (70 bytes , 216reads )

再等等吧，估计底牌就要亮出来了－ shaokunlun 　2013-01-10 11:17 (99 bytes , 168reads )

有一种可能就是ThaiBev和OUE都收购不成功－ shaokunlun 　2013-01-10 11:40 (97 bytes , 260reads )

为什么收购不成功对THBEV还会是利好呢？－ AGA 　2013-01-10 12:00 (40 bytes , 215reads )

看几个例子－ shaokunlun 　2013-01-10 12:10 (214 bytes , 192reads )

似懂非懂。。。－ AGA 　2013-01-10 20:49 (30 bytes , 225reads )

不过话说回来－ shaokunlun 　2013-01-10 11:22 (113 bytes , 165reads )

大侠教训的是～－ AGA 　2013-01-10 12:06 (136 bytes , 221reads )

今早BT有两篇文章关于这个收购案的。－ 牛魔王 　2013-01-10 11:18 (0 bytes , 200reads )

话说苏爷爷收购F&N今天又到期了,麻烦你早点亮底牌－ shaokunlun 　2013-01-02 11:20 (23 bytes , 179reads )

又延到10号..难道可以无限期延的吗? － shaokunlun 　2013-01-02 17:41 (1237 bytes , 158reads )

终于动了THBEV $0.42 +0.02 － shaokunlun 　2013-01-04 16:17 (17 bytes , 186reads )

星狮：华联企业财团献购价吸引力仍不足(Z) － shaokunlun 　2012-12-20 14:53 (1611 bytes , 203reads )

传苏旭明献议9.60元向基金购星狮集团股票(Z) － shaokunlun 　2012-12-18 09:37 (2739 bytes , 254reads )

泰国酿酒苏醒了$0.40 +0.015 － shaokunlun 　2012-12-17 09:37 (14 bytes , 212reads )

哇卡卡，偶是来谢谢大侠的！－ AGA 　2013-02-28 21:05 (223 bytes , 221reads )

如图－ shaokunlun 　2012-12-17 10:22 (52 bytes , 229reads )

原本接受泰商收购献议　星狮股票半数撤回(Z) － shaokunlun 　2012-12-14 15:41 (1684 bytes , 228reads )

OUE 出价$9.08 收购F&N － shaokunlun 　2012-11-15 22:23 (49 bytes , 274reads )

每股9.08元　华联企业高价争夺星狮(Z) － ColdWar 　2012-11-16 12:18 (4523 bytes , 277reads )

F&N: TCC Assets Extend Offer To 22 November 2012. － shaokunlun 　2012-11-08 18:03 (275 bytes , 303reads )

泰商再延长收购星狮献议截止日期(Z) － shaokunlun 　2012-11-09 13:07 (2875 bytes , 283reads )

请问ocbc, great eastern的股份已经卖掉了吗？还是还在等待出价？－ 牛魔王 　2012-11-08 15:10 (0 bytes , 228reads )

已经卖给泰国酿酒及关联公司－ shaokunlun 　2012-11-08 15:33 (27 bytes , 251reads )

是否献议全面收购星狮华联企业最迟下周四宣布(Z) － shaokunlun 　2012-11-08 09:42 (1974 bytes , 251reads )

虚张声势－ shaokunlun 　2012-11-08 10:29 (196 bytes , 244reads )

华联企业拟全面收购星狮集团星狮股价猛涨4％　收市9.29元创新高(Z) － shaokunlun 　2012-10-22 21:15 (2581 bytes , 267reads )

话说华联不可能收购的原因－ shaokunlun 　2012-10-25 06:50 (322 bytes , 275reads )

Offer deadline extended when the share price was just about to take off － naughtyboy 　2012-10-25 12:12 (42 bytes , 270reads )

F&N管理层认为泰国酿酒8.88的出价合理，但不吸引人（Z) － shaokunlun 　2012-10-10 15:46 (3422 bytes , 280reads )

F&N服务公寓及酒店业务获OUE现金献议(Z) － shaokunlun 　2012-10-10 15:41 (355 bytes , 229reads )

传华联企业献议14亿元购星狮酒店服务公寓业务(Z) － shaokunlun 　2012-10-11 09:23 (2928 bytes , 238reads )

星狮集团股权保诚减持TCC吸购(Z) － shaokunlun 　2012-10-09 13:16 (1671 bytes , 237reads )

昨天就确定泰富豪控股增加到33%多，这股怎么还不动? － naughtyboy 　2012-10-09 18:50 (0 bytes , 211reads )

thaibev跌破40分了，您加仓了不? － naughtyboy 　2012-10-03 19:50 (17 bytes , 253reads )

ThaiBev 应该不会跌破0.39 － shaokunlun 　2012-10-03 20:42 (241 bytes , 240reads )

今天都跌到0.38了，怎么搞得？明天能冲不? － naughtyboy 　2012-10-09 00:08 (0 bytes , 226reads )

日，那今天错过买入机会了，明天又跌怎么办? － naughtyboy 　2012-10-03 23:17 (0 bytes , 252reads )

星狮集团特大今天举行 TCC昨寄献购书给股东（Z）－ shaokunlun 　2012-09-28 14:22 (3554 bytes , 277reads )

怎么小赚一笔`？现在这个情况应该买哪个？－ naughtyboy 　2012-09-30 23:53 (0 bytes , 203reads )

七月发的贴，十月才来问－ shaokunlun 　2012-10-01 21:09 (662 bytes , 213reads )

您估计thaibev短期会停在多少？－ naughtyboy 　2012-10-01 22:07 (49 bytes , 295reads )

天呢！真有人默默看贴不回，默默听所谓专家的话买进，－ shaokunlun 　2012-10-01 23:44 (623 bytes , 277reads )

明日涨一个pip我就卖，长线短线我都玖玩－ naughtyboy 　2012-10-01 23:49 (20 bytes , 261reads )

泰国酿酒将反对星狮集团资本削减计划(z) － shaokunlun 　2012-09-27 09:03 (2312 bytes , 227reads )

峰回路转 - 泰国酿酒支持喜力对APB的收购－ shaokunlun 　2012-09-19 09:28 (3289 bytes , 301reads )

保诚集团减持星狮股权(z) － shaokunlun 　2012-09-19 09:36 (745 bytes , 227reads )

泰酿酒被穆迪列入降评名单(z) － shaokunlun 　2012-09-19 09:35 (2817 bytes , 211reads )

燕京啤酒没落出局3强增发26亿被指为时已晚(z) － shaokunlun 　2012-09-17 18:32 (4611 bytes , 197reads )

星狮股东的两道难题(z) -苏旭明背后有人？－ shaokunlun 　2012-09-16 12:07 (5968 bytes , 278reads )

F&N 停牌了！Offer Price $8.88! － shaokunlun 　2012-09-13 09:42 (27630 bytes , 508reads )

泰国酿酒和伙伴收购星狮集团(z) － shaokunlun 　2012-09-13 12:39 (287 bytes , 255reads )

传泰国酿酒合作伙伴将对星狮展开收购(Z) － shaokunlun 　2012-09-12 08:50 (2987 bytes , 305reads )

拦阻星狮“不再酿酒”及拟展开全面收购传泰国酿酒筹90亿加大持股－ shaokunlun 　2012-09-11 16:32 (3832 bytes , 236reads )

F&N $8.56 了！泰国酿酒与匿名人士商讨买下F&N － shaokunlun 　2012-09-11 12:01 (4136 bytes , 343reads )

增购星狮股权泰国酿酒有三动机(z) － shaokunlun 　2012-09-03 15:54 (2290 bytes , 225reads )

这个分析很不靠谱－ shaokunlun 　2012-09-03 16:23 (865 bytes , 261reads )

调整一下思路－ shaokunlun 　2012-08-30 17:36 (56 bytes , 240reads )

喜力亚太一度计划将上述股权出售给华润雪花（Z ) － shaokunlun 　2012-08-30 18:27 (2019 bytes , 219reads )

中国市场瓜分的差不多了－ shaokunlun 　2012-08-30 18:36 (93 bytes , 275reads )

华侨银行集团钱乃骥－ shaokunlun 　2012-08-30 18:18 (91 bytes , 350reads )

华润雪花啤酒（中国）有限公司董事总经理王群－ shaokunlun 　2012-08-30 18:10 (104 bytes , 325reads )

黄兴国会见新加坡华侨银行首席执行官钱乃骥（Z）－ shaokunlun 　2012-08-30 17:46 (656 bytes , 259reads )

天津市长黄兴国会见香港华润集团董事长宋林一行（Z）－ shaokunlun 　2012-08-30 17:45 (894 bytes , 238reads )

SABMiller － shaokunlun 　2012-08-30 17:44 (3355 bytes , 240reads )

华润雪花啤酒_百度百科－ shaokunlun 　2012-08-30 17:43 (21183 bytes , 246reads )

华润（集团）有限公司_百度百科－ shaokunlun 　2012-08-30 17:40 (10038 bytes , 232reads )

苏旭明_百度百科－ shaokunlun 　2012-08-30 17:38 (4385 bytes , 270reads )

古井集团董事长王效金违纪被查股权将卖泰首富苏旭明（Z）－ shaokunlun 　2012-08-30 18:23 (8463 bytes , 624reads )

苏旭明－ shaokunlun 　2012-08-30 18:11 (49 bytes , 986reads )

泰国酿酒增购星狮股权增至29％近全面收购关键水平(z) － shaokunlun 　2012-08-29 11:25 (2750 bytes , 249reads )

股东支持售股前提问没了亚太酿酒　星狮展望如何？－ shaokunlun 　2012-08-27 13:13 (3218 bytes , 277reads )

收购价增至每股53元　星狮董事会接受喜力最终献议(z) － shaokunlun 　2012-08-22 06:05 (3021 bytes , 218reads )

分析师评泰富商竞购亚太酿酒：四两拨千斤进退满盘赢－ shaokunlun 　2012-08-22 06:15 (3464 bytes , 276reads )

为什么急着嫁“女儿”？－ shaokunlun 　2012-08-19 22:19 (5282 bytes , 483reads )

星狮收购案好戏在后头－ shaokunlun 　2012-08-19 22:23 (5452 bytes , 612reads )

51亿元收购亚太酿酒厂股权喜力献议获星狮接受(zaobao) － shaokunlun 　2012-08-07 17:27 (2112 bytes , 240reads )

这事肯定没完 - 犀牛，大象，麒麟争老虎？－ shaokunlun 　2012-08-07 17:30 (83 bytes , 218reads )

果然没完，好戏还在后头-Kindest Place出价每股55元竞购亚太酿酒厂股权－ shaokunlun 　2012-08-07 22:29 (866 bytes , 239reads )

失去‘虎儿’后　星狮恐难逃被瓜分－ shaokunlun 　2012-08-05 15:14 (5960 bytes , 276reads )

F&N APB停牌了！竞购亚太酿酒厂战情加剧星狮集团要求喜力提高收购价－ shaokunlun 　2012-08-02 15:34 (2079 bytes , 343reads )

泰国酿酒获准可先买下22％星狮股权(zaobao) － shaokunlun 　2012-08-01 10:59 (2308 bytes , 280reads )

F&N的股东使出拖字诀－ shaokunlun 　2012-07-27 12:05 (639 bytes , 290reads )

这样泰国啤酒就分剩下她的房地产业务了－ shaokunlun 　2012-07-26 12:40 (512 bytes , 233reads )

日本麒麟对她的软饮料和牛奶业务感兴趣－ shaokunlun 　2012-07-26 12:36 (2162 bytes , 281reads )

F&N拆分总值达S$10/share － shaokunlun 　2012-07-26 12:34 (1143 bytes , 281reads )

喜力：对亚太酿酒志在必得－ shaokunlun 　2012-07-26 12:27 (3526 bytes , 270reads )

喜力总裁说话真逗－ shaokunlun 　2012-07-26 14:49 (105 bytes , 305reads )

喜力总裁说话真逗－ shaokunlun 　2012-07-26 14:44 (105 bytes , 223reads )