It’s been yet another interesting week with these four key points dominating the discussion and the movement in the market. Before we get started a proper random thought: Why do dentists ask you questions whilst they are drilling your teeth and expect an response? Japan’s Central bank has now come out with its umpteenth arrow […]
Read More →Logistics specialist JWD adds value to lift margins JWD Infologistics Plc, an integrated inland logistics service provider that has been expanding beyond its original food and cold-chain focus, listed on the Stock Exchange of Thailand in September last year. CEO Charvanin Bunditkitsada discusses the company’s strategy and outlook. What is JWD’s business model? JWD is a […]
Read More →Mega-projects to be underway by midyear — The government will make an effort to get going on its mega-projects this first quarter, or by no later than midyear, said Somkid Jatusripitak, the deputy prime minister in charge of economic affairs. “We expect to disburse a total of Bt66.8 billion from the investment budget this year,” […]
Read More →ASEFA ASEFA expects its new plant to run this February. This plant will raise its capacity by 50%. It plans to open five more after-sales service centers to handle upcoming large orders. (Thun Hoon, 29/01/16) Comment: Well the question will turn to utilisation rates, its a new ipo, not much of a public market track […]
Read More →AUCT AUCT expects used car tent market to be good. It expects 20% growth in used cars to be put up for auction after the new tax structure has raised selling prices. It expects to be win the auction management contract for the public sector after its successful 4G spectrum auction. It expects 2016 revenue […]
Read More →ADVANC ADVANC is budgeting Bt40bn to expand its 4G network. It targets to cover all 77 provinces with 14,000 base stations in two months. It is confident it can secure its customer base. It expects to complete the deal with TOT by 1Q16. (Thun Hoon, 27/01/16) Comment: And all signs are still pointing up for […]
Read More →AGE AGE plans to invest in Vietnam this year to meet high demand. It has budgeted Bt40-50mn to invest in new plants after seeing substantial local orders. It expects to focus on SME segment. It expects 2016 revenue growth to achieve its target of 10-15%. (Thun Hoon, 26/01/16) Comment: And they should be announcing something […]
Read More →AOT AOT expects 1Q16 earnings of around Bt4.6bn, growing 22%YoY on the back of high tourist arrivals. Tourism high season in the first quarter should boost the company. (Khao Hoon, 25/1/16) Comment: DM terminal 2 is already bustling like crazy BIG BIG expects its earning to reach a new high in 2016, growing 10% from […]
Read More →The market has pulled back slightly in line with oil prices and with very limited foreign selling. What’s next ? Well the Fed is supposedly going to announce a few things this week, I expect for China to be stricter with its currency and that should alleviate concerns and with the dividend yield of the […]
Read More →Notable Transactions Buy(s) THB 441 mn TK – Just looks like a switch amongst family members, preparing for the inheritance tax perhaps? A lot of these trades have been happening. BDMS – And he’s still buying! Sell(s) THB 746 mn EA – Why would he sell now? TK – See above PSTC – Quite something […]
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