BCPG BCPG expects 2Q17 to be stronger QoQ backed by contribution from the new power plant. The company targets 25% revenue growth from Bt3.38bn in 2016. It will bid for more PPA in the new lot of government waste power plant bids. It expects 30-40 MW. (Thun Hoon, 16/6/17) BEAUTY BEAUTY is targeting small sized […]

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FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]

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AGE AGE expects 2Q17 to be strong from robust coal demand both domestic and overseas. The company has more than 300K tons of orders. Its strategy is to diversify risk and put more emphasis on sea logistics with eight coal transport ships in its current arsenal. (Thun Hoon, 15/6/17) ANAN ANAN expects 2Q17 revenue to […]

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Boom. Importers rejoice, exporters are getting nervous. I’m no specialist when it comes to currencies but I’ve always thought that the countries affected by the ’97 crisis would eventually see their currencies return to those previous levels, plus with the previous arguments regarding the nature of the monarchy and the what if question gone, what […]

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ACAP ACAP has been rated “BB” by TRIS, signaling stable growth and a strong balance sheet. (Thun Hoon , 14/6/17) EA EA will book contribution from two wind farms worth 45 MW with the third wind farm to start up soon and push total capacity to 404 WM in 2017. This will support performance to […]

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AGE AGE will submit its investment plan to the board for approval in August. It plans to invest over Bt100mn. Management is finalizing plans for 3Q17 and expects 2H17 to be strong as orders from China and Vietnam will support 3mn sales volume (25-30% growth). (Thun Hoon, 13/6/17) AMATA AMATA is in talks with Chinese […]

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BEAUTY BEAUTY expects 2Q17 performance to improve QoQ and for profit in 2017 to grow 20% YoY from new branch openings. SEC announced that KASSET reduced its ownership by 0.33% to 4.72%. (Kao Hoon, 12/6/17) CHO CHO will sign with BMTA for its e-Ticket bidding project worth Bt1.67bn. The first 800 buses will roll out […]

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I do like checking this every once in a while for a few reasons To see how investor appetites are throughout the region To put things into perspective whenever reading headlines from Bloomberg that xyz market is booming or crashing How certain markets could still have a long way to go i.e. India is only […]

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Notable Transactions Buy(s) THB  573.4mn BDMS – The daughter (?) has decided to take turns with her father in placing the bid under BDMS’s share price NPP – The MD buys a decent stake in this company that seems to be on an upward trend Sell(s) THB 51.2 mn N/a

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And the zig zagness of the market continues, I normally like this period between mid May and mid August because its 3 month’s of zero corporate earnings and it’s a good time to recheck holdings and to see if new ideas are worth adding into a portfolio.

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