EPCO will book Bt500m extra gains from disposal of SPM shares to BGC in 4Q, 17mw pp to cod in December lifts total to 550mw by end of year, board to approve JV 700 mw Vietnam power projects (550mw wind & 150mw solar) on Thursday (Nov 14) Comment: EPCO trying to realise its value? Dodgy […]

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CPN plans to open 3 new mixed-use projects over next 3-yrs at a cost of Bt13.9b, and renovate 12 other malls, keeps 12-13% rev growth t/g for this yr. EKH sees full yr rev growth exceed 8-10% t/g from strong patients traffic and higher capacity of IPD patients (+60 beds yoy), will cod child health […]

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ACG upbeats 3Q earnings from debut of 2 car dealerships in Phuket & Krabi and additional 5k sqm capacity from auto service center. COL sees 3Q turnaround from wider margins and larger rev from housebrand stationary products sales. LPN opens presales of Bt1b Lumpini Tower Vibha-Jatuchak (Tower B). Comment: They have been struggling for 5 years […]

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BIZ BIZ targets 2018 revenue to grow by 10% from this year. It plans to bid for new projects, worth Bt800mn to Bt1bn, of which it expects to receive 50%. It reports backlog of Bt1.35bn and plans to open a new hospital specializing in cancer treatment within 2019, which it believes will raise earnings significantly. […]

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AAV AAV said load factor has risen to 90-100% on seasonality, more routes and more flights. It expects 1Q17 performance to be good. It plans to open more international routes and increase the number of flights to India. (Thun Hoon, 12/04/17) AOT AOT expects robust earnings in 2QFY17 of Bt6bn aided by 8% passenger growth. […]

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Notable Transactions Buy(s) THB 408 mn TTI – Must’ve been a block trade because there is zero liquidity here. TRC – Is the potash mine project finally happening? MCS – Well thats interesting, we thought the peak for MCS was when it hit 20 on the back of a lot of orders that were recognised […]

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DRT DRT expects 2017 revenue growth of more than 5% backed by government mega projects that will expand growth in construction materials. It has set an investment budget of Bt100mn to increase capacity. (Kao Hoon, 09/12/16) EPG EPG expects continued growth in 2H16, especially for its automotive business. This will bring 2017 revenue up to […]

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Notable Transactions Buy(s) THB 163 mn TT – This company seems to be a “holding company” or an “investment company” with stakes in some 4 subs that they may be listing. Why else would the owner bother buying shares? Sell(s) THB 7.7 bn BEAUTY – The huge block sale to institutions MCS – That’s quite a […]

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ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]

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Notable Transactions Buy(s) THB 33 mn N/A Sell(s) THB 2.4 bn MTLS – A huge sale from the owner. Does he not see a continuation of the 50% YoY growth after 2017? TKN – Again the major shareholders sell, looks like a block trade BEAUTY – See TKN BA – Now this is a rarity, […]

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