Management Trades 25/05 – 29/05
Notable Transactions Buy(s) THB 282 BA – The owner continues to buy back shares in his beloved BA, this time to the tune of THB 183 mn Sell(s) THB 16 N/a
Read More →Category: Updates
Updates
What happened this week 25/05 – 29/05
There was a lot happening this past week, of interest to me is the Thai government looking to sell some stakes off in public and private enterprises. Thailand MPI drops 5.3% in Songkran month of April – The Manufacturing Production Index in April plunged 5.3 per cent from March as some manufacturers took more days off […]
Read More →Stocks in the news (ah, bjc, cei, chow, dtac, gpsc, hmpro, ifs, nusa, pylon, qtc, spali, sricha, super) 29.05.15
AH AH is dealing to buy firms in India, Malaysia and Japan, expected to be finalized by 2015. The company cut sales target to 5-10% due to a slowdown in the auto industry but it expects revenue to grow to Bt30bn in 2020. (Thun Hoon, 29/05/15) Comment: AH hasn’t been an attractive investment since 2006 […]
Read More →Stocks in the news (aec, ilink, kbank, mtls, nwr, qh, seafco, siri, spvi, tfd, tmi, tpoly) 28.05.15
AEC AEC targets 2015 market share of 4% from 2014’s 2% aided by customer base expansion. It is confident 2015 performance will show a net profit despite the loss in 1Q15 as the capital market recovered. It has seven investment banking deals that will raise revenue. (Thun Hoon, 28/05/15) Comment: It is a tough environment […]
Read More →Stocks in the news (ajd, arrow, brr, gc, genco, iec, jsp, pjw, qtc, sena, true, tuf, tvd) 27.05.15
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 […]
Read More →Stocks in the news (abc, bcp, beauty, bla, cho, ck, css, epco, irpc, ldc, mpg, pca, psl, pttgc, rcl, siri, star, thcom, trubb, tsr, wiik) 26.05.15
ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]
Read More →Stocks in the news (ajp, brr, ccp, ktis, ncl, ratch, sgp, ssi, stpi, synex, tcc, top, tta, uv) 25.05.15
AJP Targets 2015 revenue of Bt750mn backed by strong fundamental. It plans to restructure business by focusing on IT business, event organization and alternative energy. (Khao Hoon, 25/05/15) BRR 2015 revenue expected to grow 50% from 2014’s Bt241mn aided by increasing electricity sales and sugar orders. Its 9.9MW power plant is operating and it plans […]
Read More →Management Trades 18/05 – 22/05
Notable Transactions Buy(s) THB 444 mn EA – A huge share swap BA – He seems to be continually buying his shares back in the market. LPN – It’s not often that you see management buying shares in LPN, they must believe that their projects are not going to be affected whilst many projects that are […]
Read More →What happened this week 18/04 – 22/04
Thailand Economy will expand by 4.7%: Prayut – Prime Minister General Prayut Chan-o-cha expects the economy to expand by 3.7 to 4.7 per cent next year, when the government starts spending the Bt2.72-trillion budget earmarked for the 2016 fiscal year. (The Nation, 22/5/15) Baht to remain volatile for now, BOT warns – The Baht will […]
Read More →Stocks in the news (akr, amata, cei, cho, cpn, egco, hotpot, ktb, nncl, pf, pttep, sappe, siri, sorkon, spali, spcg, ttcl, wha, wiik) 22.05.15
AKR 2Q15 earnings expected to outperform. AKR will sign a contract for an electric transformer project worth Bt100mn with EGAT next week. The company is preparing for upcoming bids, expecting to win 10-15% of the Bt4bn up for bids. It plans to invest Bt1.2bn in a solar power plant. (Thun Hoon, 22/05/15) Comment: Perhaps with […]
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