ANAN ANAN expects 3Q18 earnings to be outstanding and it expect transfers to increase in 4Q18. It plans to launch three property projects with total value of Bt6.86bn this year. It expects presales of Bt10.05bn and transfers of Bt18.51bn this year. (Thun Hoon, 5/11/18) Comment: But the overhang from the BOT announcement combined with a […]

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A lot of deals have taken place in the past few months, we’ve had a change of major shareholders in NOBLE, GLOW being acquired by GSPC, and LH’s founder going for another 10% in his co. And now the latest one is SPALI w/ MK, although granted back in the day a related family member of […]

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Notable Transactions Buy(s) THB 2.7 bn NOBLE – And now there is only one major shareholder in NOBLE NFC – Recent relisting of a formerly defunct company, the Vice Chairman shows that he owns some 50% of the company BROOK – That’s a 10% stake in the company, switching amongst the major shareholders? BTS – […]

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AH AH will join with VINFAST to build vehicle chassis factory in Vietnam worth Bt1.8bn. It will start operations in 3Q19. (Kao Hoon, 13/6/18) Comment: Thats just amazing for AH, if you know whats going on in Vietnam you’ll see that the government is essentially trying their best to mimic the koreans and develop their […]

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CK CK expects backlog to increase to more than Bt100bn. It also expects to get new projects worth at least Bt40bn from joining bidding for Bt200bn in projects. It is preparing to get CKP’s hydropower plant construction project worth Bt100bn. (Thun Hoon, 19/9/17) Comment: Its now just funny money for the big 4 contractors JSP […]

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AOT AOT will split par to Bt1/share on Jan 27 which will increase liquidity. It expects 1QFY17 earningsof Bt4.9bn, up 6%, brought by more passengers. (Kao Hoon, 24/01/17) Comment: Retail investors and basically everyone else are going to love this.  CHOW CHOW plans to operate more power plants. It targets total capacity of 100MW by […]

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ATP30 ATP30 expects 3Q16 net profit to be a record high of Bt8mn, up 289%, pushed up by more customers. (Khao Hoon, 10/10/16) BIZ BIZ got a Bt169mn project from BDMS which raised its backlog to Bt700mn. It expects growth in 3Q16 earnings from transfers. (Khao Hoon, 10/10/16) CNT CNT targets 2016 revenue of Bt8-10bn […]

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BAY BAY targets loan growth of 7% mainly corporate loans in Thailand and Japan. It expects revenue from fees to grow, offsetting lower NIM. It expects NPLs in 2016 of not over 2.5% and plans to sell Bt2-3bn in NPLs. It plans to issue a debenture worth no less than Bt10bn to bring Tier 2 […]

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AOT AOT will open Don Mueang Airport Terminal 2 on Mar 8. This terminal can handle up to 30mn passengers annually. It expects 2016 passenger growth of 26%. It expects Don Mueang and Phuket airport to contribute additional revenue of Bt1bn in 2016. (Khao Hoon, 02/03/16) Comment: Plus you do have phuket opening as well, […]

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ACD It is starting its project acquisition strategy by buying a condominium project worth Bt700mn. It plans to buy Bt350mn in property in Phuket. Management says it will wipe out retained loss of Bt300mn. It plans to invest in alternative energy next year. (Thun Hoon, 04/06/15) Comment: Another hybrid of property and alternative energy, am […]

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