Category: Updates

Updates

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Stocks in the news (ajd, apco, fsmart, grammy, gunkul, ichi, ilink, kbank, lanna, major, mtls, scc, spa, takuni, thai, ticon, tse, tvd, work) 26.11.14

AJD AJD announces capital increase for 13 investors at price of Bt0.1/share. The SET has requested greater details by 28 November as the company’s selling price is 97.48% below the average price and below book value, which will create 50% dilution for existing shareholders. (Kao Hoon, 26/11/14) Comment: Well any surprise? If only we could […]

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Stocks in the news (brr, cwt, gel, ichi, lhbank, mc, mint, moong, ocean, ptsc, rich, robins, top, utp, vpo) 25.11.14

BRR BRR confident that 4Q14 performance will be peak and targets revenue of Bt5bn in 2015 with net profit growth of Bt300mn, +70% YoY, as it will book full-year revenue from biomass power plant. The company will invest Bt1.1bn in an ethanol factory and a third biomass power plant. (Kao Hoon, 25/11/14) Comment: As mentioned […]

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Stocks in the news (cbg, cho, demco, erw, mtls, nch, oishi, pdi, seafco, scc, slc, tfd, trc, tsr, tsth, vpo) 24.11.14

CBG CBG closed at Bt32.50/share, above its IPO price of Bt28/share. The company plans to lead the energy drink market within five years and expects revenue of Bt10bn in 2017. (Kao Hoon, 24/11/14) Comment: We still think its going to trade in a similar manner to ICHI for the next few months CHO CHO reports […]

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Management Trades 17/11 – 21/11

Notable Transactions Buy(s): THB 907 mn GFM – Interesting transaction with nearly THB 400 mn bought by key management IFEC – A swap in shares between the CEO & the Chairman by the looks of this. Now IFEC…if you build out a financial model based upon every dream they say they will achieve today, then […]

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Stocks in the news (amata, aot, bjchi, cbg, grammy, jsp, lh, nwr, ptt, ratch, richy, star, takuni, yuasa) 22.11.14

AMATA AMATA expects to set up REIT worth Bt4.5bn in 1Q15 and will list AMATAV on the stock market in 2Q14. The company plans to invest Bt3-4bn in Vietnam and Myanmar in 2015 and expects to sell 500 rai in 4Q14, giving total land sales of 1,000 rai in 2014. (Kao Hoon, 21/11/14) Comment: A […]

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Stocks in the news (advanc, ajd, aot, apure, csl, fsmart, icc, jsp, kbs, pca, ptg, richy, rml, seafco, spali, vpo) 19.11.14

ADVANC AIS plans Bt60bn digital drive – Advanced Info Service Plc (AIS) has set aside at least Bt60bn for the first stage of fourth-generation (4G) wireless and fixed-line broadband project developments next year in a quest to capitalise on emerging digital lifestyle trends. (Bangkok Post, 19/11/14) AJD AJD targets 5mn digital TV set-top boxes for […]

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Stocks in the news (ajd, asp, brr, cho, ea, earth, gl, jmt, mc, mtls, ppm, rojna, s, spa, tks, twz, xo) 18.11.14

AJD Management said the company can set up co-antenna in condominium to receive digital TV signals and expects this market to have a value of Bt1-1.5bn. The company will ask the NCPO to approve a new round of digital TV coupons. The company stands top in the set-top box market. (Thun Hoon, 18/11/14) Comment: I […]

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Stocks in the news (chow, ck, demco, ea, earth, fpi, fsmart, hmpro, ifec, lhbank, pttgc, seafco, sappe, takuni, tog) 17.11.14

CHOW CHOW says it is in the middle of talks with a new partner to expand into alternative energy business. Its solar farm in Japan has started operations and it expects to start booking revenue in 4Q14. (Thun Hoon, 17/11/14) CK CK reported 3Q14 net profit of Bt1.2bn after booking gains from sale of BMCL […]

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Market Update 10/11 – 14/11

Last week, foreign investors continued net buying in the Thai stock market for a 3rd day by +Bt73mn but returned to net selling bonds by -Bt707mn and continued net shorts in Index Futures for a 2nd day by 1,911 contracts. Today we major factor is the Thai 3Q14 GDP result, which  Bloomberg consensus expects the […]

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