BIG BIG reported 9M16 net profit of Bt546mn, up109%YoY, boosted by mirrorless cameras. It expects a strong performance in 4Q16 brought by new products and higher sales thanks to many events. It expects 2016 revenue and net profit to mark a record high. Its board approved an interim dividend of Bt0.07/share. (Thun Hoon, 07/11/16) Comment: […]

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Rather surprised that no one has really picked up on this. Two days ago DSGT announced to the market that it had received a voluntary tender offer from a PE Fund for the outstanding number of shares in the market at THB 5 / share Here are some key points and a link to the announcement […]

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AUCT AUCT expects to have good news soon. It expects 2H16 to be growth and expects 3Q16 to recovery due to car bidding is recovery; It had bid for a 30k car in 1H16. (Thun Hoon, 05/09/16) BAFS BAFS expects 2016 revenue and profit to record a new high, as volume increases with the number […]

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MSCI’s latest review of indices was announced during the week and here are the key details: Effective date: December 1, 2015 MSCI Thailand Index – None MSCI GLOBAL SMALL CAP INDEXES – Thailand (+5 / -8) Additions: GPSC, IMPACT, PLAT, TIPCO, VNG Deletions: DSGT, LOXLEY, MBK, MONO, NOK, PCSGH, PTL, SIM

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ABC ABC unveils new business model — ABC will start selling its products through its website. The new model is expected to attract new customers in the credit card segment. It targets a growth in its customer base to 1 million by yearend. The company’s work on JYP concert will also support income in December. […]

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BCP Bangchak’s solar sprint – The mostly state-owned oil refiner Bangchak Petroleum Plc says its third phase solar project in the Northeast is ready to feed power to the national grid one month ahead of schedule, signaling higher future revenue than expected. (Bangkok Post, 26/03/14) Comment: The only sunny thing in the entire energy sector […]

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BAY deal approved — The Finance Ministry has approved a bid by Japan’s Mitsubishi UFJ Financial Group (MUFG) to buy a 75% stake in Bank of Ayudhya Plc, minister Kittiratt Na Ranong said yesterday. MUFG agreed to buy a controlling stake in BAY for up to ¥560bn (US$5.61bn) as Japanese lenders expand into fast-growing Southeast […]

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World news has thankfully been quiet for the past few weeks b/c of the olympics and European politicians on their summer holidays. Sector wise, financials were hit on the back on short term profit taking while the industrials sector (mainly are export manufacturers) had a stellar week on the back of strong earnings announced during […]

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DSG International (Thailand) Plc (DSGT) was incorporated on May 20, 1994 and produces and distributes disposable baby diapers under the brand names BabyLove and BabyLove Playpants and disposable adult diapers under the brand names of Certainty and Certainty Active, both domestically and abroad. Currently, the company has registered capital of 600 million baht divided into […]

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