Notable Transactions Buy(s) THB 288 mn RS – And he still continues to buy, this time to the tune of THB 250 mn, what am I missing here? Any ideas out there? BTS – And a continued buying spree by the founder Sell(s) THB 2.8 mn N/A

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BGRIM TRIS revises BGRIM rating to A with stable outlook with current total production capacity of 1779 MW and to reach 2518 MW in 2022. (Khao Hoon, 11/4/18) BTS BTS says FY2019 revenue will grow 200%, driven by the South and Green mass transit lines (BaringSamut Prakarn) startup in December. It is also going to […]

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  Notable Transactions Buy(s) THB 280 mn GULF – And he’s still buying and buying. BTS – And again he’s buying, looks like they also sold a chunk off to Capital Group SUPER – The Chairman/MD buys, get ready for some shenanigans from this name… BEC – Does 1 show mark a turnaround? Or is […]

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Notable Transactions Buy(s) THB 243 mn GULF – And he keeps buying BTS – And so does he Sell(s) THB 121 mn HOTPOT – Looks like there may have been a share swap amongst the shareholders MEGA – Since the day this company IPO’ed management or key directors have always been selling, its only the […]

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Notable Transactions Buy(s) THB 519 mn BEC – A switch amongst family members BTS – It’s probably one of the safest large cap plays at the moment TFG – Despite the launch of new products, I don’t think the owner is making the right choice buying now…pork and chicken prices peak in 2016/2017, 3 to […]

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ADVANC ADVANC targets 2018 revenue growth of 7-8% YoY, upon booking 100% of CSL earnings. It plans to invest Bt35-38bn to expand its 4G-fiber network. It expects mobile revenue to grow by 3-5%YoY with 800,000 home internet customers. (Khao Hoon, 16/2/18) BTS BTS 3Q17 earnings were Bt889mn, +89.8%YoY, driven by revenue from mass transit, which […]

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BCPG-BTS BCPG and BTS are partnering with four parties to establish an industrial estate, Smart Park, in Map Ta Phut. BCPG will develop the utilities and green energy in the industrial estate, while BTS will develop the internal logistics system. (Khao Hoon, 08/02/18) Comment: More and more competition in the area, whilst AMATA and WHA […]

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APM APM establishes new subsidiary for leasing business in Laos. It is going to extend its first lot of loans amounting to Bt50mn. It plans to complete six IPO deals this year and to expand its consulting service to strengthen its business. (Thun Hoon, 9/1/18) Comment: These are the guys that list a lot of […]

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BCPG BCPG will generate 53MW electricity in 2018 from power plants in both Thailand and Japan. It estimates 2018 investment budget of Bt4bn to develop projects and plans to focus on green energy investment project in Asia and Australia. It projects earnings to grow by 15% annually in 2018-2022. It also plans to conduct a […]

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