Notable Transactions Buy(s) THB 312mn RAM – Must be block sales amongst the shareholders, as there’s zero liquidity in this name Sell(s) THB 495mn BDMS – Founder sells a bunch  JKN – Another block sales by the founder TSI – A director sells off a fair amount – must be an arranged sale NEWS – […]

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AOT The board of directors of Airports of Thailand’s (AOT) yesterday approved the master plan for the development of Chiang Mai airport. The project will be carried out in two phases. The first, set for 2016 to 2025, is aimed at boosting the airport’s passenger capacity to serve 18 million travelers a year. In the […]

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ALT ALT will hold a roadshow in five provinces. It expects to have an IPO selling 250mn shares in late June and list on the SET in 3Q16. (Kao Hoon, 16/5/16) Comment: The IPO market has been quiet so far this year other than ASN which did well on its first day pop last week […]

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ACAP ACAP targets net profit growth of Bt120mn after several years of net. It is ready to enter into debt restructuring like SAWAD. (Khao Hoon, 12/11/15) Comment: Ahhhhh is that what the new shareholders in ACAP are planning to do? Well then they are going up against SAWAD and JMT BANPU BANPU reported 3Q15 net […]

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ACD ACD plans to acquire three hotels in Phuket worth Bt10bn, expecting to finalize the deals within this year. It also plans to acquire businesses in Laos and Cambodia. It expects to achieve revenue above Bt1bn this year. (Thun Hoon, 19/6/15) BBL BBL sold 484mn shares of IRPC at Bt4.06/share to foreign funds. (Khao Hoon, […]

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AJP Targets 2015 revenue of Bt750mn backed by strong fundamental. It plans to restructure business by focusing on IT business, event organization and alternative energy. (Khao Hoon, 25/05/15) BRR 2015 revenue expected to grow 50% from 2014’s Bt241mn aided by increasing electricity sales and sugar orders. Its 9.9MW power plant is operating and it plans […]

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BA BA looks for good 2015, supported by better tourism industry. It expects passenger number to grow by 6mn from 4.79mn last year. It will expand fleet, adding four new ATR72-600s. In 2018, it will have 43 planes versus 27 planes at end 2014. This will support passenger growth in line with the turnaround of […]

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ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]

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Sells > Buys; 5.6 bn vs 1.3bn Buys- AH, BANPU, BGH, BLAND, EPCO, GFM, JUTHA, KCE, PS, SIRI, TICON, TONHUA, TPIPL, TTA, TVI Sells – AMATA, BGH, BTS, GFM, KK, NWR, OFM, PPC, PS, SAMART, SCC, SIRI, TCC, TFI, TICON, TPIPL, TUF, VIBHA Note: All mentioned tickers have values of THB 20 mn in transactions […]

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