Assessing Fraser And Neave (SGX:F99) Valuation After Margin And Corporate Action Prospects Draw Interest

Simply Wall St.

Jan 13

AdvertisementWhat is driving interest in Fraser and Neave now? Fraser and Neave (SGX:F99) has come into focus after recent commentary highlighted possible margin improvement from lower raw material ...

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Fraser and Neave (SGX:F99) has come into focus after recent commentary highlighted possible margin improvement from lower raw material ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f99/fraser-and-neave-shares/news/assessing-fraser-and-neave-sgxf99-valuation-after-margin-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Assessing Fraser And Neave (SGX:F99) Valuation After Margin And Corporate Action Prospects Draw Interest</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAssessing Fraser And Neave (SGX:F99) Valuation After Margin And Corporate Action Prospects Draw Interest\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f99/fraser-and-neave-shares/news/assessing-fraser-and-neave-sgxf99-valuation-after-margin-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhat is driving interest in Fraser and Neave now? Fraser and Neave (SGX:F99) has come into focus after recent commentary highlighted possible margin improvement from lower raw material ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f99/fraser-and-neave-shares/news/assessing-fraser-and-neave-sgxf99-valuation-after-margin-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DCF","symbol_name":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","start_time":0,"source_url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f99/fraser-and-neave-shares/news/assessing-fraser-and-neave-sgxf99-valuation-after-margin-and","article_id":"2603714335","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/5122000-choice2-main-header/1585186547117"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/sg/food-beverage-tobacco/sgx-f99/fraser-and-neave-shares/news/assessing-fraser-and-neave-sgxf99-valuation-after-margin-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603714335","pubTimestamp":1768267702,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"What is driving interest in Fraser and Neave now?\nFraser and Neave (SGX:F99) has come into focus after recent commentary highlighted possible margin improvement from lower raw material costs, as well as potential value creation from corporate actions within its wider beverage group.\nSee our latest analysis for Fraser and Neave.\nRecent board and committee changes, together with the proposed final dividend of S$0.04 per share, have kept Fraser and Neave on investors’ radar. The relatively...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK6114":"包装食品与肉类","BK6509":"食品和饮料股","F99.SI":"星狮集团"},"translate_title":"保证金后评估Fraser And Neave(SGX：F99)估值和公司行动前景引起人们的兴趣","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"F99.SI":1.5,"DCF":1},"content_text":"AdvertisementWhat is driving interest in Fraser and Neave now? Fraser and Neave (SGX:F99) has come into focus after recent commentary highlighted possible margin improvement from lower raw material costs, as well as potential value creation from corporate actions within its wider beverage group. See our latest analysis for Fraser and Neave. Recent board and committee changes, together with the proposed final dividend of S$0.04 per share, have kept Fraser and Neave on investors’ radar. The relatively steady share price at S$1.50 sits alongside a 1 year total shareholder return of 15.89% and a 3 year total shareholder return of 34.14%, suggesting interest has been building over time rather than fading. If you are looking beyond a single beverage group, this could be a useful moment to scan fast growing stocks with high insider ownership for other companies that might be attracting growing conviction from insiders and the market. With Fraser and Neave trading at S$1.50, a value score of 2 and recent total returns that already look solid, the key question for investors is simple: is there still upside on the table, or is the market already pricing in future growth? Price-to-Earnings of 15.5x: Is it justified? Fraser and Neave trades on a P/E of 15.5x at a last close of S$1.50, which screens as cheaper than both its peer group and the wider Asian food sector. The P/E ratio compares the current share price with earnings per share, so it reflects how much investors are currently paying for each dollar of profit. For an established food and beverage group with long standing brands, this is a straightforward way to see how the market is weighing current earnings against listed peers. Here, Fraser and Neave looks inexpensive on two fronts. Its 15.5x P/E sits below the direct peer average of 19.9x, and it is also lower than the Asian Food industry average of 16.3x. That suggests the market is assigning a lower earnings multiple than many similar companies, despite earnings that are described as high quality and a board and management team that are considered experienced. See what the numbers say about this price — find out in our valuation breakdown. Result: Price-to-Earnings of 15.5x (UNDERVALUED) However, you still have to weigh risks such as weaker profitability, given the intrinsic discount score of 2.26, as well as any setbacks in board or group level decisions. Find out about the key risks to this Fraser and Neave narrative. Another View: DCF Paints A Different Picture While the P/E of 15.5x makes Fraser and Neave look cheap next to peers, our DCF model points the other way. With the share price at S$1.50 versus a fair value estimate of S$0.46, the model suggests the stock is overvalued, not undervalued. This raises the question of which signal you trust more. Look into how the SWS DCF model arrives at its fair value. F99 Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Fraser and Neave for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 881 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Fraser and Neave Narrative If you read this and feel the conclusions do not quite fit your view, you can always test the numbers yourself and build a narrative that suits how you think about Fraser and Neave, all in a few minutes with Do it your way. A great starting point for your Fraser and Neave research is our analysis highlighting 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you stop with just one company, you risk missing other shares that could fit your goals just as well, or even better, right now.  Spot potential mispricings by running your eye over these 881 undervalued stocks based on cash flows, where companies are filtered using cash flow based metrics. Ride long term themes in AI by scanning these 26 AI penny stocks for businesses linked to artificial intelligence trends. Target income focused opportunities by assessing these 12 dividend stocks with yields > 3% that might align with your yield expectations.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}