Updates
Names today: Â BEAUTY, CHG, DTAC, INET, IRPC, QTC, NUSA, PAF, SAPPE, SCI, THANI, TSTH BEAUTY Beauty expects 4Q15 earnings to be peak on the back of seasonality. It expects 2015 revenue to achieve target of Bt1.7bn (20% growth). It is considering expanding to Asian countries in 2016. It expects this to raise its exports. (Thun […]
Read More →Names today: GCAP, JAS, KAMART, MATCH, MODERN, NCL, NUSA, PK, PTT, SGP, SUPER, SVOA, UWC, VGI GCAP GCAP licensed to engage in nano-finance and offer personal loans. It expects this to support robust earnings in 2H15. (Thun Hoon, 02/11/15) JAS JAS says it is ready for 4G auction for 1800MHz and 900MHz. It expects this […]
Read More →Notable Transactions Buy(s) THB 38 mn N/a Sell(s) Â THB 95 mn KC – The President decides to sell off nearly THB 30 mn worth of shares
Read More →Names today: ACAP, COM7, CPN, IFEC, CPN, CSP, IFEC, JAS, KC, NUSA, ORI, PE, RCI, SAMART, SENA, SMART, TSF ACAP ACAP expects to show net profit next year on the back of loan extensions and cost control although this year may have a net loss. It is working with AJD to invest in an online […]
Read More →Names today: BSM, DELTA, IEC, ILINK, KSL, NWR, PCA, PCSGH, SAWAD, SMT, SORKON, SVI, SYNEX, TMB, TPOLY, WORK BSM BSM expects 2015 revenue of Bt600mn (+20%), meeting target. It plans to cooperate with KCM to increase distribution channels, especially for high margin products. It targets 2016 revenue growth of 15-20%. It expects exports to comprise […]
Read More →Names today: CEI, EE, GFPT, GLAND, HMPRO, JSP, MACO, NPP, PTTEP, RS, SCC, TAKUNI, TNDT, TPC CEI CEI plans to invest in property business through a subsidiary after it has completed restructuring its business model. It plans to open Townline Sattaheep Project, a 32 townhome project valued at Bt200mn. This project will focus on management […]
Read More →Names today: DCC, EPG, GLOBAL, GOLD, KOOL, MTLS, MSC, NOK, PTG, SC, SIRI, TFD DCC DCC’s board has approved 3Q15 interim dividend of Bt0.042/share, XD on Nov 6. It reported 3Q15 net profit of Bt275mn. (Khao Hoon, 27/10/15) Comment: DCC’s revenues have taken a slight hit and despite their margin improvements, things still don’t look […]
Read More →In what was a shortened week the market continued its rather impressive rally for the month with the SET up 5% led mainly by resources and financials. Can it continue? Who knows….will oil prices recover to 60, 70, 80? If so yes, will financials finally show some strong #’s….depends upon the economy, these coming weeks […]
Read More →Notable Transactions Buy(s) THB 36 mn RS – And the owner continues to buy back shares in the market Sell(s) THB 404 mn ORI – A recent IPO and the owner dumps some THB 345 mn or 30 mn shares, or did he just pass it onto a market maker hence the continued stock price […]
Read More →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 […]
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