Notable Transactions Buy(s) THB 253 mn GULF – Massive block sale by the owner, and why not it’s nothing compared to the size of the company RS – He really believes in his shift to cosmetics by the look of this purchase. Sell(s) THB 3.2 bn GULF – I’m guessing he’s just giving the image […]

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ACAP ACAP posted 2Q17 earnings of Bt91mn with revenue of Bt190mn, growth of 239% YoY, driven by more demand for business expansion loans. (Thun Hoon, 18/8/17) Comment: Something positive has happened over at ACAP in the past 12 months, performance seems to be far better and the share price is reflecting that… BA BA signals […]

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AOT AOT denies giving special treatment to King Power and is ready to explain to the court on July 25 . (Kao Hoon, 07/07/2017) BANPU BANPU confirms that the flood in China won’t impact sales volume and will actually help increase demand for coal to replace hydropower that is lost. The company expects sales volume […]

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2S 2S targets steel sales of 180,000 tons/year with an investment budget of about 5% of total assets. It also plans to improve machine efficiency which it expects will boost 1H17 performance. It also plans to expand to CLMV on the back of high demand. (Thun Hoon, 17/02/17) ACAP ACAP posted 2016 revenue of Bt468.8mn, […]

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AKR AKR expects 2017 revenue to grow 50% from 2016. It expects to book Bt1.9bn in revenue from transformers and Bt900mn from solar and construction. It expects to benefit from upcoming public bids. It expects to report net profit in 1Q17. (Kao Hoon, 27/01/17) Comment: If AKR will win this amount of projects then expect […]

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ASN ASN targets telesales staff of in 2017 from 250 this year. It will submit its 3Q16 performance for board approval this week. It expects sales to grow from online insurance. It expects total insurance premiums to grow 20-25%. (Thun Hoon, 08/11/16) Comment: As a pure broker of insurance they’ll earn ~10% of what they […]

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ANAN ANAN expects to launch five projects with a total value of Bt13bn in 4Q16 which it believes will lift 2016 presales to reach its target of Bt22bn. Presales are now at Bt14.3bn and backlog at Bt38.5bn. It will book revenue of Bt12bn in 2H16. (Kao Hoon, 27/09/16) Comment: Same story as yesterday and as […]

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BEM BEM expects 2Q16 earnings to be good supported by expressway and BTS passengers. It expects 2016 revenue to grow 2.1% from last year. (Thun Hoon, 21/07/16) EPCO EPCO announced that it has postponed paying Bt117.50mn for a PP from July 15 to Aug 15, 2016. (Kao Hoon, 21/07/16) GPSC GPSC expects 2Q16 profit to […]

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Notable Transactions Buy(s) THB 285 mn BDMS – And he’s still continually buying shares AJ – For a moment I was quite curious what’s going on until I see its a shareswap Sell(s) THB 186 MN AJ – See above IHL – Second big sale here MAJOR – A first I think, I haven’t seen K. […]

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ACAP ACAP reported 1Q16 profit of Bt16mn, up 244%, after changing strategy to focus on major customers and get new ones. It targets loans of Bt2bn by end-2016. (Kao Hoon, 13/5/16) BKD BKD reported net profit of Bt16.59mn, growth of 27%. It plans to reverse doubtful account of Bt28mn and profit on a delayed project […]

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