AP AP targets 2018 revenue at Bt28.1bn and presales at Bt33.5bn. It is going to launch 34 projects, worth Bt49bn after making a new high for 2017 presales of Bt42.9bn. (Khao Hoon, 07/02/18) CHEWA CHEWA plans to launch new projects worth Bt3.75bn. It targets 2018 revenue to grow by 20% to Bt2.4bn. It believes the […]

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Notable Transactions Buy(s) THB 10.7 mn N/a Sell(s) THB 431.3 mn PACE – Didn’t he just buy a serious amount of shares not too long ago? Cashing out to prepare for a future PP/capital increase perhaps? HOTPOT – This is the sale of shares to TFD and the owner of TFD most likely STAR – […]

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Diversification helps Stars to shine brighter Stars Microelectronics (Thailand) Plc (SMT) has been listed on the Stock Exchange of Thailand since September 2009. Chief executive Peerapol Wilaiwongstien discusses the company’s strategy and outlook.   Stars is undergoing a transition. Could you walk us through this? The company was founded in 1995 with an initial focus […]

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Notable Transactions Buy(s) THB 122 mn AUCT – The owner buys a whopping THB 60 mn, now we’ve been contemplating if we should chase this, but with a THB 7 bn mkt cap, earnings ~thb 200 mn, even if they do double profits in the next 2 years (thb 400mn) then it is still trading […]

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ACD ACD targets 2015 revenue of Bt800mn with net profit backed by higher property transfers. It is talking to a prospective partner in China to invest in property development at tourist attractions in Thailand. (Khao Hoon, 23/07/15) AOT AOT expects bidding for Suvarnabhumi phase 2 be in February 2016. Total bids are valued at Bt43bn. […]

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ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]

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AOT AoT board approves Bt48bn for airport revamp projects – The Airports of Thailand’s (AoT) board has approved a Bt47.9bn budget to build a new terminal and a new runway at Suvarnabhumi airport to ease congestion. (Kao Hoon, 22/01/15) Comment: AOT’s latest passenger numbers have come out and Bangkok is performing horribly while the rest […]

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AMATA AMATA expects to set up REIT worth Bt4.5bn in 1Q15 and will list AMATAV on the stock market in 2Q14. The company plans to invest Bt3-4bn in Vietnam and Myanmar in 2015 and expects to sell 500 rai in 4Q14, giving total land sales of 1,000 rai in 2014. (Kao Hoon, 21/11/14) Comment: A […]

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These were the top 10 performing stocks for 2013, I normally like to do this and see what I missed, why I missed them, should I have missed them? Its good to kick your own butt everyone once in a while   Star (MAI) Business: The Company is a manufacturer and distributor of sanitaryware products […]

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