DELTA teams up Nissan to provide EV home charging systems and after sales services for Nissan Leaf users. Comment: Good for Nissan, sure; good for delta? I have my doubts ITEL said Bt5.7b existing backlog to drive revenue growth by 30-40%, to boost domestic revenue and keep expanding oversea. JUBILE sees growth momentum into 2Q […]

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Bill Gross Bill Gross is out with his latest paper and he continues on his negative viewpoint on the world today with these keypoints How policymakers plan to solve a long-term global debt crisis: 1. As in Japan, the Eurozone, the U.S., and the UK, central banks bought/buy increasing amounts of government debt (QE), then […]

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ANAN ANAN says 1Q15 will be good, backed by large backlog. It will spend Bt4bn for land acquisition and double new launches to Bt31.5bn. It plans to grow backlog to grow revenue over the next five years. It believes the property and building tax will raise developers’ cost. (Thun Hoon, 23 Mar 15) Comment: And […]

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AJD SP still not lifted— The SET is keeping AJD tagged SP, saying it was not satisfied with AJD’s explanation about the capital increase via PP. (Kao Hoon, 2/12/14) Comment: PP’s have been one of the ways speculators use to gain additional shares in a company to “control” the stock price, it is a positive […]

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Here are my thoughts on the above names: Asian Insulators (AI): The recovery in their earnings over the past 3 years have been outstanding, +300% in 2012, +36% last year and 1Q14 was already up +30%. Chularat Hospital (CHG): Potential takeover target for BGH and still a decent performer in the hospital sector Dcon Products […]

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AAV TAA steps up bundling – Thai AirAsia is stepping up its strategy of bundling ground and sea transport with its flights to allow passengers to reach new destinations. The low-cost carrier is adding the southern island resort of Koh Tao and the northeastern province of Mukdahan to its growing list of flights with sea […]

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BCP – Bangchak aims to expand at home, overseas for stable growth — Beyond its existing businesses including refineries, petrol stations, convenience stores and supplementary businesses at its service stations, the company will focus more on alternative-energy production, especially electricity produced by solar cells, said president Vichien Usanachote. Bangchak has opened its first petrol station […]

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