Notable Transactions Buy(s) THB 1.4 bn SUPER – And boom now look at the stock price after SAWAD – Looks like the owners think that the doubling of NPL’s was a one off RS – So this company is now a media player, cosmetics, what else could they do to drive the “value” here? I […]

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JFinCoin & JMART I wanted to give this a few weeks before writing about it to see if there would be anything positive. Unfortunately for them not, the ICO performed poorly and is down some -50% from its initial offering price. The perfect world scenario was that it would pop well on the first day […]

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AOT AOT’s board of directors gave the green light to second airports in Chiang Mai and Phuket budgeted at Bt126bn after forecasts showed the current airports will be fully utilized. It will propose the plan to the cabinet and shareholders for approval. (Kao Hoon, 25/5/18) Comment: With it supposedly completed by 2022, lets add 2 […]

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BGRIM BGRIM at risk of losing two projects. BGRIM is facing a risk that development of two power plants (BGPR1 and BGPR2) with total capacity of 240 MW might not be able to continue, because these two projects need to relocate to other industrial estates after the V.R.M. Industrial estate (the original location for these […]

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BAFS BAFS expects revenue reach Bt5bn in 2021 upon a full year of revenue from Phichit-Lampang oil pipe. For 2018, it expects revenue growth of 4-5% on easing of ICAO for 16 airlines. (Kao Hoon, 23/5/18) CHOW CHOW expects revenue to exceed Bt5bn as it will book Bt1bn in revenue from its energy business in […]

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EFORL EFORL shareholders approved a capital increase via private placement of 16,108mn shares to a group of investors led by Mr. Vichai Tongtang. The funds of Bt644mn will be used to expand its medical equipment business for cosmetic surgery. (Kao Hoon, 22/5/18) Comment: Well done that’s changing the story of this holding co JWD JWD […]

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ASIAN ASIAN management expects a 2Q18 earnings turnaround supported by strong order flows, a new production line and baht depreciation against the US dollar. The company has Bt1bn budgeted for M&A for business expansion and long-term growth. Its dog and cat food under the new “Maria” brand is expected to bring Bt100mn in revenue next […]

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Notable Transactions Buy(s) THB 1.2 bn SUPER – Share buying between the major shareholders SAWAD – 1Q18 showed a doubling of NPL’s to 8%, but the owners don’t seem fussed by this buyback DDD – Rather expensive beauty product player, stock is now down 20% from the IPO but the founder is buying Sell(s) THB […]

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ANAN ANAN expects transfers will increase in 2Q18 as Ashton Asoke project worth Bt6.7bn has started transfers. The company is going to launch three new projects worth Bt8.047bn and targets to achieve revenue of Bt38bn. (Kao Hoon, 18/5/18) Comment: But this hasn’t been official yet hence the volatility in the share price in the past […]

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BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]

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