ThaiCapitalist research
Deputy prime minister, Somkid hastens banks to help grassroot SMEs to access to capital with loan budget of Bt200bn. The Ministry of Industry is going to propose 10 measures to support and bring recovery to more than 1mn SMEs to the cabinet. It plans to have both government and private banks join in distributing the […]
Read More →AIT AIT targets 2018 revenue to grow by at least 10% to Bt5.5bn, as it is going to book revenue from backlog of Bt4.1bn. It plans to bid for Bt20bn in new projects in both the government and private sectors. It believes 2017 revenue will achieve target of Bt5bn. (Thun Hoon, 8/12/17) Comment: The IT […]
Read More →COMAN COMAN targets 2018 revenue to grow by 20% from this year from an increase in the number of tourists. It plans to add distributors in 10 countries and expects to close the deal to acquire tourism and ticket agency businesses next year . (Khao Hoon, 7/12/17) IFEC IFEC filed a petition requesting the court […]
Read More →AH AH believes 2017 earnings will make a new high, as auto production has increased to 2mn. It expects revenue and earnings will continue to grow in tandem with increasing orders from economic recovery. (Khao Hoon, 6/12/17) Comment: Every automotive manufacturer has recovered, one fear we have is that there will be limited additional investments […]
Read More →Fresh from the headlines of brokers this morning. FTSE SET large cap index (+) EA FTSE SET mid cap index (+) BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah index (+) AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, SEAFCO, SRICHA, TOA, TPIPP, UVANÂ Date to be applied : 15th Dec Effective: Monday, 18th Dec
Read More →APCO APCO says 4Q17 results will be better than 3Q17’s backed by increasing sales fromthe “Shop Chuay Chard” campaign. It believes 2017 revenue will reach Bt450mn and project revenue will grow by 20% in 2018. It is looking for a partner to join a joint venture for a Balancing Immunity Center(BIC), which it expects to […]
Read More →Notable Transactions Buy(s) THB 252 mn BGRIM – A switch between shareholders TKN – After selling a chunk at 25, they’ve bought back at 20. Sell(s) THB 2.7 bn BGRIM – See above AND a massive sale by the major owner
Read More →The market seems to be struggling to maintain its recently high levels.
Read More →Thai rice exports grew +21.01% YTD (10.42mn tons), likely to hit a new high at 11mn tons in response to a rise in global demand. (Thai Post, 28/11/17) FPO official: GDP rise of 4% in reach. All eyes on exports in final months of year. Thailand’s economic growth is likely to come close to 4% […]
Read More →ATL ALT approved warrant issue at 4 existing shares for 1 warrant, XD on 12 December. It plans to use the funds to expand its business by investing in telecommunication projects for rent, as it intends to raise the proportion of recurring revenue to strengthen and sustain business growth. (Thun Hoon, 1/12/17) Comment: The key […]
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