APICO Hitech Public Company Limited (SET:AH) President and Chief Executive Officer, Mr. Yeap Swee Chuan discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history and business model of AH. In the beginning, we were doing the assembling and distributorship of Ford automobiles and eventually as a […]
Read More →BAY BAY reports 9-month net profit of Bt17.5bn increasing by 7.9% from last year as a result of an increase in interest revenue and revenue from fees. It believes loans will grow by 6-8% this year as the economy recovers. (Thun Hoon, 20/10/17) Comment: Shame about the free float, otherwise this bank would be trading […]
Read More →DTAC DTAC reports 3Q17 net profit of Bt601mn, decreasing 8.8% with 9M17 net profit of Bt1.5782bn decreasing by 23.50%. However, it reports strong EBITDA margin of 41% as a result of adapting a digital platform to its main business. (Khao Hoon, 19/10/17) Comment: EBITDA seems to be the way people are valuing DTAC, hence the […]
Read More →BIZ BIZ plans to launch a specialized cancer hospital collaborating with five specialists in cancer in order to expand its customer base and attract foreigners in tandem with the upcoming EEC. It targets Bt100mn revenue per year. It is preparing to negotiate 3-4 deals for the sale of cancer treatment machines worth Bt500mn next year. […]
Read More →Notable Transactions Buy(s) THB 36 mn BLAND – The only major buyer this week is this owner as he has been doing for the past..decade or so Sell(s) THB 132mn FN – It’s no longer pricing in the growth potential from the new malls that they are opening, but perhaps deservedly so? FN doesn’t seem […]
Read More →AJA AJA’s board approved the setting up of new subsidiary “Risen Energyâ€. This company will import and sell electrical vehicles, set up charging stations, produce batteries and establish an EV production factory under the brand “BYD” from China. It believes this will strengthen its business fundamental increase business growth and provide favorable return to shareholders. […]
Read More →BBL BBL partners with AIA for business collaboration agreement for 15 years, allowing BBL to be able to offer AIA’s life insurance products through its network and other service points all over the country. (Thun Hoon, 16/10/17) Comment: This is a big middle finger towards BLA. So either you think that BBL is doing this […]
Read More →Bangkok–Korat high-speed train construction kick-off won’t be delayed. The Minister of Transportation said the Phase 1 Bt179mn, 3.5km, portion of the train project (Klangdong – PangA-Sok stations) is expected to start construction within November. (IQ Biz, 10/10/17) Year-end Economic stimulus being discussed. Thai PM Prayuth said that the government is talking with the private sector […]
Read More →AGE AGE set up subsidiary “AGE Marine Logistics” for its water transport logistics business. It currently has eight ships and targets revenue proportion from this business of 2% in the first year. It plans to order four more vessels, bringing its total to ten in 2018. It says that revenue from this business is sustainable […]
Read More →IVL IVL reports that it signed a contract to purchase DuPont Teijin Films (DTF), a world leader in BOPET (Biaxially-oriented Polyethylene Terephthalate) and PEN (Polyethylene Naphthalate) production. (Khao Hoon, 11/10/17) Comment: And the acquisition juggernaut that is IVL continues. QTC QTC is going to issue 70mn new ordinary shares for PP priced at Bt13/ share, providing funds […]
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