Names today: ASIMAR, BIG, BMCL, DEMCO, EPCO, FIRE, MFEC, PS, PTT, PTTEP, PYLON, TSE, UV ASIMAR ASIMAR to show strong 3Q15 after booking two big projects. More potential growth stories include: ship maintenance backlog, Bt600mn tugboat project (to open for bidding in Oct 2015) by the Port Authority of Thailand, multi-million baht projects for the […]
Read More →Investment banking departments in Thailand are working hard to ensure they can receive their bonuses at year end with 14 additional IPO’s still coming to the market. Quick thoughts Anything from Asia plus always seems to perform well A company less than thb 5 bn in market cap size seems to perform well Hospitals – […]
Read More →Not many papers can match his thoughts and insights and whilst this one is the must-read that last month’s was, he does take a step further utilising sports as an analogy for his analysis on investments, here’s the conclusion and a link to the rest of the memo, enjoy! For most participants, success is likely […]
Read More →So despite all the news that Thailand is falling apart, that economic growth is in tatters, that the political environment is rubbish, Thailand’s unemployment rate continues to be incredibly low. Or one could say, Thailand has a huge labour issue which is preventing the old fashioned form of economic growth (i..e. manufacuring) and forces companies […]
Read More →Innovation keeps Eastern Polymer in front Eastern Polymer Group Plc (EPG), a maker of synthetic rubber and plastic products with customers in sectors ranging from construction to auto parts and packaging, listed on the Stock Exchange of Thailand last December. Chief executive officer Pawat Vitoorapakorn discusses the company’s strategy and outlook. Please explain the history […]
Read More →Biggest state bond issue to be launched this month – proceeds to be used for 2016 budget deficit. The Finance Ministry will issue government bonds worth Bt50 billion, the highest ever, with three-year maturity and 3-per-cent interest, to apply to the 2016 fiscal budget deficit of Bt390 billion, while the Government Pension Fund is set […]
Read More →Names today: AIT, ILINK, BKD, CHOW, DELTA, DEMCO, EASTW, EPCO, FORTH, LIT, MCS, QH, SAMCO, SUSCO AIT AIT cooperating with ILINK to invest in a data center. It has got a Bt600mn job which is expected to start up in 2016. It expects this to boost performance next year. It expects 2015 revenue of Bt5.2bn […]
Read More →Names today: CHG, COM7, CPN, DRT, EFORL, JTS, KC, KTC, MC, NYT, PLANB, PTT, PYLON, SLP, SMT, TCMC, TPAC CHG CHG expects to acquire one hospital this year. It expects 1-2 deals to be concluded next year. It expects its expansion plan to raise revenue by 18-20% this year from 2014’s Bt2.7bn. It expects net […]
Read More →Names today: AOT, APCS, AQ, CPALL, CTW, DTAC, EMC, HMPRO, JWD, PACE, PSTC, S, SAWAD, SIRI, SMM, STPI, TPOLY) AOT AOT says 2015 passengers grew 21.94% to 106.79mn on the back of 47.75% passenger growth in Don Mueng Airport because of growth of low cost airlines. (Khao Hoon, 20/10/15) Comment: Continued amazing passenger growth numbers […]
Read More →Wow, 2,000 posts! It’s been a fun 4 years (!!), and now just looking back on the database I can see that my very first post was about SMID’s in Thailand on the 1st April 2011 (lovely coincidence) and here it is… Small And Mid Cap Investments In Thailand Every large company used to be […]
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