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Fraser & Neave (F & N)
08-04-2019, 05:09 PM.
Post: #771
RE: Fraser & Neave (F & N)
https://masterleong888.blogspot.com/2019...k.html?m=1

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08-04-2019, 05:16 PM.
Post: #772
RE: Fraser & Neave (F & N)
I didn't go in much depth but I thought a substantial part of F&N may be worth negative as they become a drag on capital... unless F&N dispose them somehow.

In addition to the loss-making publishing business, the Beverages segment delivered negative $161k profit in 1Q ending 31 Dec 2018. Singapore segment saw negative $3.3mn contribution for 1Q ending 31 Dec 2017 but reversed to a positive of $1.7mn. ==> Is this a sign of stability or false dawn? Last time I checked NTUC, the price war is still ongoing.

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08-04-2019, 05:21 PM. (This post was last modified: 08-04-2019, 05:22 PM by masterleong.)
Post: #773
RE: Fraser & Neave (F & N)
https://fifthperson.com/2019-fn-agm/
https://fifthperson.com/2018-fn-agm/

yeah fundamentally the SG and Msia beverage business not looking good

but it seems the management will not be selling away these loss making segments but they still trying to narrow down the losses

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09-04-2019, 04:45 PM.
Post: #774
RE: Fraser & Neave (F & N)
anyone else vested in F&N or care to share your thoughts on it?

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