AGE AGE plans to enter a new business, providing logistics service by land and water, ports and warehouses. It expects revenue from these of Bt900mn in 2019 and targets total revenue of Bt9bn. Management is confident that coal sales volume will reach 4mn tons this year. (Thun Hoon, 4/1/19) BIZ BIZ signed a sales contract […]

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Notable Transactions Buy(s) THB 3.8 mn N/A Sell(s) THB 48.1 mn ITD – And he’s still selling, there must be a lot of fee’s involved in getting away from the Panther killings…and I suppose the business isn’t doing well either, which is evident from the numbers

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AOT AOT board approved Don Muang phase 3 expansion with investment value of Bt37.5bn. The expansion is expected to complete in 2024 with passenger capacity of 40mn per year. The new terminal is expected to be completed in January 2019. (Kao Hoon, 26/7/18) Comment: Things are moving ahead at AOT despite a delay of 12-24 […]

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Notable Transactions Buy(s) THB 247 mn BANPU – I’m not quite sure what the value of BANPU is today, it constantly appears as one of top heavily traded stocks in Thailand despite the price barely moving SAWAD – Down some 50% from its peak, the owners are still accumulating SYNTEC – I’ve not seen a […]

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BM BM is preparing for government infrastructure auctions worth billions of baht. It plans to revise up revenue growth to over 20%, driven by many orders. It has backlog of Bt300-400mn. (Khao Hoon, 24/4/18) DNA DNA to cooperate with a big bitcoin mine in China to manage efficiency there with revenue sharing from “digging” coins […]

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BGRIM BGRIM plans to add 400 MW to production capacity this year. It reported 2017 earnings of Bt2.126bn and announced a dividend of Bt0.3/share, XD on March 20 . (Khao Hoon, 05/03/18) Comment: Just part of the plan, same story as with GULF, TPIPP BR BR targets 2018 revenue growth of 10-12% from 2017 and […]

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AOT AOT expects passengers to grow by 10% in 2018, with 1H18 growing 14% off last year’s low base brought by zero-dollar tour clampdown and ICAO red flag. It is going to submit the bidding result for the baggage carousel project to the board on January 24. (Khao Hoon, 22/1/18) EA EA expects 2018 revenue […]

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Notable Transactions Buy(s) THB 8.45 bn AAV – The massive re buyback of his shares from King Power Group TU – I have been wondering when will the transition of TU from a commodity company to a consumer company be completed TIC – That’s 5% of the shares, I wonder who the buyer is. Sell(s) […]

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Notable Transactions Buy(s) THB 54.8 mn N/A Sell(s)  THB 2.37 bn JAS – I wonder who bought all these warrants that he sold? SUTHA – A rare trade in this name, but 5% of shares sold by the Chairman of the Ex Com must mean something ITD – And he sells again, I do wonder […]

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