ThaiBev Share Swap - Frasers Property for F&N - Good Deal?

[@zenlaw4661]

Good sharing.

[@fei7954]

Like your video. Good work

[@VincentChoo-r9x]

What about Bond holders of Fraser Property position now in the new structure? Thanks.

[@vincentlim1160]

Would it make an attractive investment for ThaiBev now in your opinion? 🤓

[@Tango_Vic]

Is ThaiBev overpaying for F&N?

[@khamkk1147]

Thanks for Sharing 😅

[@Mattew1926]

Good overview and very timely. Please keep us updated.
Side question: do you think it is worth to buy F&N? Considering there is still upside left if you buy F&N now in terms of the share swap.

[@DrWealthVideos]

But minority shareholders don’t get to sell f&n at 3.55. It is just the swap among themselves.

[@Mattew1926]

@@DrWealthVideos Oh then why did F&N move up to 1.30? if there's no benefit for the minority holders?

[@Mattew1926]

@@DrWealthVideos wait then why did the share price even move up to 1.30 from 1.07 if the benefit is only for the holders of the non public shares?

[@hc5431]

F&N is a good business. I'm a shareholder and customer.

[@hc5431]

Finally the Thai billionaire cleaned up the complicated cross holdings of the 3 businesses. Still a bit left to go. A new strategic shareholder may surface later for F&N share with TCC. FPL is close to taken private too. Anything can happen after the swap.

[@millieliew]

Thanks for your informative sharing. It's very timely for me.