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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AJD AJD benefiting from 5.4mn digital TV coupons distributed by NBTC. It targets set-top box sales of 2mn with 50% revenue growth this year. (Khao Hoon, 27/05/15) Comment: It is obvious with the carnage going on in digital TV that the coupon sales has been poor. ARROW ARROW says pipeline system business continues to trend […]

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AIRA Board approves capital increase of 3.16bn shares to be offered at rights of 5 old shares to 2 new shares for Bt1/share plus AIRA-W1 and AIRA-W2. 1Q15 earnings showed a profit of Bt13mn compared to 1Q14 loss of Bt31mn. (Thun Hoon, 18/05/15) AOT AOT reported 2Q15 net profit of Bt4.8bn (+32.36% YoY) benefitting from […]

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Notable Transactions Buy(s) THB 237 mn AJD – He sold the warrants to buy his shares TSR – Seems like the CEO bought this stake off another shareholder (~3%) NMG – And the VP still continues to buy buy buy Sell(s) THB 2,629 mn TUF – A massive block sale by the family – question, […]

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ASP ASP says it has at least 32 IB deals. 18 are IPO deals and 14 are M&A. This will secure a good revenue stream for the next two years. The firm expects 15% revenue growth this year. (Kao Hoon, 10/03/15). Comment: Still the best complete IB house in Thailand today. MTLS MTLS sets the […]

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AJD AJD announced a par reduction to Bt0.01 from Bt0.10 to enhance the stock’s liquidity. It plans to list subsidiary, Happy Vision on mai next year. It targets doubling revenue this year after entering the entertainment business and expects to sell 4mn set-top boxes this year. (KrungthepThurakij, 2/3/15) Comment: Stock split! ANAN ANAN to go […]

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ANAN ANAN reported strong profit growth of 60% YoY in 2014 to Bt1.3bn. The company will pay a cash dividend of Bt0.068/share, XD on Apr 21. ANAN expects revenue to reach Bt11bn on backlog of Bt27bn. Twelve more projects will be launched with total project value of Bt32bn. (Kao Hoon, 27/02/15) Comment: And yet still […]

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ARIP ARIP expects higher net profit and revenue from 2014 after it has readied itself to support digital content. It also said that its acquisition plan has been concluded. (Kao Hoon, 05/01/5) Comment: Well hopefully, they’ve lost money in 2014, and I have no idea what acquisition plan they are referring to. CRANE CRANE will […]

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