ThaiCapitalist research
Notable Transactions Buy(s) THB 1.2 bn SUPER – Share buying between the major shareholders SAWAD – 1Q18 showed a doubling of NPL’s to 8%, but the owners don’t seem fussed by this buyback DDD – Rather expensive beauty product player, stock is now down 20% from the IPO but the founder is buying Sell(s) THB […]
Read More →Excise tax collection on alcohol was short of the government target in FY7M18 (Oct 17-Apr 18). This was due mainly to the lower alcohol consumption despite the long holiday in April. Government campaigns and controlled zoning also help reduced alcohol consumption. ( Daily News, 14 / 5 / 18 ) Department of Trade Negotiations (DTN) […]
Read More →ANAN ANAN expects transfers will increase in 2Q18 as Ashton Asoke project worth Bt6.7bn has started transfers. The company is going to launch three new projects worth Bt8.047bn and targets to achieve revenue of Bt38bn. (Kao Hoon, 18/5/18) Comment: But this hasn’t been official yet hence the volatility in the share price in the past […]
Read More →BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]
Read More →ADVANC ADVANC expects the strong earnings momentum to carry into 2Q18 driven by the ongoing popularity of the Internet on both mobile and fixed broadband. The firm also plans to delist CSL within July. For the whole year, the firm sticks with its revenue growth guidance of 7-8%. The investment in 4G network will be […]
Read More →Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE
Read More →AAV AAV expects to finalize with a European partner to invest in MRO at U-Tapao Airport. The project value is Bt1.5bn. The company expects to serve more than 200 aircraft and plans to invest in a pilot and crew training center. The company targets earnings to hit a new high after the strong 1Q18 earnings […]
Read More →AQ AQ reported Bt20mn profit in 1Q18 from Bt60mn loss in the same period of last year. Management reveals a plan to launch three new projects in areas with potential this year and is preparing to sell land via auction to repay bank debt. ( Thun Hoon, 14 / 5 / 18 ) ETE ETE […]
Read More →Notable Transactions Buy(s) THB BLAND – This is heavy buying of the warrant by the owner SIMAT – A rare purchase by a director of this company. Given the size it was probably off the market Sell(s) THB N/a
Read More →The reason the mining sector is down this much is purely due to SQ. Two reasons 1) Lost a bid to ITD 2) Landslide resulted in the project being unable to make $ for the next few quarters. As for the rest of the sectors…same story.
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