Notable Transactions Buy(s) THB CGH – A trade between two family members PF – The CEO buys 1% of shares MTC – Director buys a decent size of MTC. PSTC – The CEO buys a decent chunk SPALI – The owners are buying shares, so no real estate crisis? Sell(s) THB CGH – See above

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The month of September has proven to be another rubbish month for the markets. Its interesting to see how well the tech sector specifically ADVANC has performed this year despite the fact there is effectively zero growth left in their main business.

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AKR AKR expects performance to be good on the back of a Bt400mn EGAT project and Bt157mn MEA project. It plans to take part in upcoming bids and government unit solar farm phase 2. It plans distribute solar cells for warehouses with a value of Bt2bn. It expects 2017 revenue to grow 50%. (Thun Hoon, […]

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AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]

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AKR AKR targets 2017 revenue growth of 40% to Bt2.3bn on the back of transfers. It plans to expand abroad. It expects projects in the Philippines and Indonesia to contribute revenue this year. It targets 10% growth in sales from ASEAN in 2016. (Thun Hoon, 17/11/16) ARROW ARROW targets 2017 revenue growth of 10-15% to […]

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AJD AJD reported 3Q16 net profit of Bt104.17mn, which brought 9M16 earnings to Bt309.8mn on higher sales of its top up machines (AJ Term Sabuy), which it targets to reach 50,000 this year. (Kao Hoon, 16/11/16) Comment: These are the fellows apparently working closely with Alibaba, if you believe in it somehow working (I still […]

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AOT AOT expects revenue growth in 2015 to exceed 15% after stronger-than-expected traffic. The cancellation of charter flights to and from Japan and South Korea has not adversely affected it. The firm plans to go ahead with Phase II of Suvarnabhumi airport. (Khao Hoon, 09/04/15) Comment: Regardless of these cancellations, in the end AOT will […]

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AAV AAV’s net profit was Bt183mn in 2014, down 82% YoY, dragged down by weak operations in 1H14 from the political unrest. (Kao Hoon, 26/02/15) Thai AirAsia will open new route Bangkok-Burirum on April 2, its eighth route into the northeast of Thailand. Thai AirAsia will then cover all major cities in the northeast. It […]

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