ThaiCapitalist research
ATP30 ATP30 expects 2Q17 earnings to be better than 1Q17 as it will book revenue from major clients. It is talking with 2-3 clients in an IE in the northeast and expects to benefit from EEC. Revenue growth in 2017 is expected to hit target of 15%. It is budgeting Bt120mn to buy 30 new […]
Read More →Notable Transactions Buy(s) THB 84.7 mn BLAND – And he continues to buy and buy his shares. Sell(s) THB 39.3 mn N/a
Read More →The reversal from last year on a sector basis is still comfortably under way. Interesting to see that the automotive sector has somewhat recovered from its doldrums from the post-yingluck government first car buyer scheme. But we are still seeing tonnes of inventory sitting around the world/region/country that has worried for this sector.
Read More →Interest rates to stay at ‘extraordinary’ low levels, says Draghi. Interest rates have to stay at record low levels despite the resurgence in the eurozone economy because the upturn may not be sustainable, Mario Draghi told MEPs. “Despite a firmer recovery, and looking through the volatile readings in HICP inflation over recent months, underlying inflation […]
Read More →ANAN ANAN expects to outperform its sector within the next three years. 2Q17 will benefit from strong sales volume . (Thun Hoon, 2/6/17) Comment: Let us hope for their sake that the property market continues it strength in new developments. BIZ BIZ received loan approval from CIMB Thai for the Cancer Treatment Center at Chulalongkorn […]
Read More →ASP ASP will finalize in venture capital investment in Israel in June. The investment budget is expected to be US$1-2mn. It expects 2Q17 revenue to be higher QoQ, as it is the underwriter of several IPOs. (Thun Hoon, 1/6/17) BCP BCP expects 2017 EBITDA to grow above 20% after 1Q17 earnings were better than expected. […]
Read More →AQ SET is ordering AQ to announce details on its equity increase worth Bt150bn and its impact on shareholders, as well as its private placement deal and debt repayment of Bt10bn by June 1. (Bangkok Post 31/5/17) BIZ BIZ is in talks with 8-10 public and private hospitals to install its radiotherapy machine worth in […]
Read More →AH AH expects contribution from SGAH in 3Q17 on top of an additional US$10mn in interest income. The process is expected to finish 2Q17. The company aims to improve this year’s performance by reducing cost and efficiency. (Thun Hoon, 29/5/17) Comment: And that has helped propel its stock price by some 11% today. ASP ASP […]
Read More →The SET has delivered +1.7% for the year and the change in sector is still the same, i.e healthcare leading the decline and industrials keeping the market up.
Read More →Notable Transactions Buy(s) THB 496 mn BDMS – The founder begins to buy back his shares GBX – Why would the Chairman buy ~5% of this company? BLAND – And he keeps buying and buying. Sell(s) THB 123 mn n/a
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