Updates | ThaiCapitalist

May12 0

ARROW Says revenue will grow 20% on booking revenue of Bt168mn. It is waiting for bids to open for new project valued at Bt160mn. 2Q15 income is estimated to rise 20%YoY while 1Q15 earnings surged 72% to Bt61mn. Domestic and international funds are interested in ARROW stock. (ThunÂ Hoon, 12/05/15) Comment: Their 1Q15 earnings were amazing, […]

May11 0

BJCHI Expects to get project in Brazil worth Bt4-5bn in May. 1Q15 earnings will be released in this week. (Khao Hoon, 11/05/15) Comment: Even though oil prices have dropped, it hasn’t appeared to hurt BJCHI at all just yet. FSMART 1Q15 earnings surged 83%YoY to Bt57mn with total revenue of Bt361mn. Management says â€œBoon-termâ€ machines […]

May11 0

Notable Transactions Buy(s) THB 102 mn TH – Looks like the owners are buying blocks off other shareholders Sell(s) THB 0.5 mn N/A

May11 2

The market hasn’t been performing well on the back of a continued weakening economy, relatively crap 1Q15 numbers, the BOT recently saying they need to weaken the baht to push growth, and still not the cheapest valuations, it’s only natural that things are coming off.

May08 0

ADVANC 1Q15 earnings will be released today. Net profit is expected to grow 3% to Bt9.74bn benefitting from 54% growth in revenue from sales and 7% growth in revenue from service. Net profit this year is estimated to hit Bt42.81bn, 17%growth. (Khao Hoon 08/05/15) BIGC 1Q15 earnings grew 14.6% YoY from sale promotions to Bt1.44bn, […]

May08 0

Thailand Finance minister backs policy rate, calls for new growth areas – The current policy rate of 1.5% is accommodative enough to support economic growth, says Finance Minister Sommai Phasee. (Bangkok Post, 6/5/15) Fishing industry selling new image to Europe to counter IUU threat â€“ Deputy Commerce Minister Apiradi Tantraporn will lead a delegation of […]

May07 0

AMATA AMATAVN puts off listing to 3Q15 from 2Q15. It says the industrial complex in Vietnam will be finished in time. It plans to collaborate with foreign partners in the future. (Post Today 07/05/15) Comment: Well at least the delay was by 12 months as it was last year. AJP Plans to invest in waste […]

May06 0

CCP Plans to expand into Cambodia, Laos and Myanmar. The firm has bid for a new project worth more than Bt1bn and expects to do a JV deal in 2Q15. It targets 2Q15 earnings growth of 10% YoY on the transfer of projects and raise in backlog to Bt2.3bn. (Thun Hoon 06/05/15) CBG 1Q15 net […]

May06 0

Notable Transactions Buy(s) THB 901 mn PACE – This is a huge off the market transaction, FANCY – Looks like a new shareholder is in town for FANCY with K. Vichai buying 10% of the outstanding shares. Sell(s) THB 363 mn FANCY – See above

May06 0

The market has fallen back off it’s peak for the year, the local trigger funds that had initially pushed the market up 2 weeks ago have worn off their effectiveness and reality continues to set it for the market, with financials now the worst performing for year as a result of weakening asset quality and […]

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ThaiCapitalist

Insights into the SET Index & Thai Stocks

Category: Updates

Stocks in the news (arrow, auct, beauty, bjchi, demco, dtac, eforl, gunkul, hmpro, ivl, kce, mida, mtls, polar, s11, takuni, tks, tmb, tsr) 12.05.15

Stocks in the news (bjchi, fsmart, intuch, mint, mlink, nmg, pttgc, ratch, spa, super, tgpro, tsr, tvt) 11.05.15

Management Trades 04/05 – 08/04

Market Update 04/05 – 08/05

Stocks in the news (advanc, bigc, city, lpn, ptg, sena, slp, sithai, susco, svi, thcom, ticon, tpch, vgi) 08.05.15

What happened this week 04/05 – 08/05

Stocks in the news (amata, ajp, bts, cei, cwt, earth, eastw, fire, match, nep, pdi, plat, preb, rs, siri, tkt, true, tsr, tta) 07.05.15

Stocks in the news (ccp, cbg, ck, crane, cyber, gfpt, hemraj, jasif, ktb, mdx, ptt, pttep, sawad, siri, super, thcom, trc, utp) 06.05.15

Management Trades 27/04 – 30/04

Market Update 27/04 – 30/04