AP AP reports presales of Bt22.3bn for 9M15 (28% growth from last year). It plans to launch five new projects valued at Bt5.33bn in 4Q15. (Khao Hoon, 07/10/15) BMCL Cabinet has approved using the Joint Venture 2013 ACT, which allows MRTA to look for a operator for the extension Blue Line by direct negotiations. BMCL […]
Read More →BCP BCP expects earnings to be better than peers after it sold a futures contract for high quality fuel oil in 2Q15. This minimizes the impact from weakening refinery margin. It expects its solar farm to contribute Bt700mn net profit/quarter. (Thun Hoon, 06/10/15) Comment: The combination of a high margins and the expansion into renewables […]
Read More →ASIMAR ASIMAR expects to bid for a Bt1bn ship building contract. It plans to increase capacity by set up a third floating dock. It expects 3Q15 earnings to be good aided by transfers. (Thun Hoon, 05/10/15) BMCL BMCL expects growth in 3Q15 earnings backed by increasing passengers. It expects 300,000 passengers/day. It expects to show […]
Read More →The fallout from SSI has hurt SCB in more ways than they care to admit, they’ve had to sell off assets throughout Thailand and overseas, one which caught a lot of traders eyes when there was a huge block transaction with SCC shares. SCB’s current CEO K. Arthid said “We sold all our holding in Siam […]
Read More →Govt backs off for now from single Internet gateway idea – ICT minister rules out infringement on the right to privacy after online attacks on state websites. The government has partly retreated from its controversial plan to merge the country’s Internet connections into a single gateway after widespread criticism and heavy pressure from netizens. (The […]
Read More →A few things worth noting here RS, AUCT, BA and MCS are continuously purchasing shares at certain levels MALEE – first time in …. 3 years that there has been some movement in shares Buy(s) – THB 3.4 bn Sell(s) – THB 7.8 bn
Read More →AP AP has achieved presales of Bt23bn for the first nine months. It targets 2015 presales of Bt28bn. It has signed a JV agreement with a Japanese partner to invest in a Bt2.6bn condominium at Ekkamai. (Khao Hoon, 02/10/15) DTC DTC subsidiary buys 1.925mn shares of DMS Property Investment Private Limited, for Bt88.625mn or a […]
Read More →AGE AGE plans to implement cost control and focus on local industries especially those that have high demand for power. It expects local sales to grow 20% from 2014’s Bt3.58bn. Management expects 3Q15 earnings to recover thanks to cost control. It expects to show net profit in year. (Thun Hoon, 01/10/15) AIRA AIRA expects to […]
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