ThaiCapitalist research
Five important project auctions in EEC within 8 months. These will use PPP fast-track under Art.44, said Kanit Sangsuphan, head of the Finance Ministry’s working group to enhance private investment. (Thai Rath, 6/3/17) Top private sector group predicts 3.5-4% GDP growth. The Joint Standing Committee on Commerce, Industry and Banking (JSCCIB) has kept its key […]
Read More →ARROW ARROW is studying setting up a plant in Myanmar. It has budgeted Bt30mn to buy machines and improve its products. It expects 1Q17 performance to be good after substantial sales growth in the first two months of the year. (Thun Hoon, 10/03/17) AU AU approved cash and stock dividend. Its 2016 net profit was […]
Read More →BCPG BCPG expects to complete A 50MW wind power plant in the Philippines in 1Q17 and expects to book profit sharing immediately. It showed a solid balance sheet with lower D/E ratio of 0.9X. It expects 2017 EBITDA to grow 20%. It is talking to a prospective partner to take part in a solar farm […]
Read More →AGE AGE is cooperating with a Chinese partner to expand its market in China. It targets sales of 50,000tons/month which will support its target growth of 25-30% from 2.36mn tons in 2016. It plans to implement active strategy both at home and abroad and plans to diversify to logistics and warehouse businesses. (Thun Hoon, 08/03/17) […]
Read More →ABC ABC plans to invest in WeChat Pay project, a mobile payment application for Chinese tourists. It expects this to contribute revenue of Bt1bn/month. It plans to partner with department stores and is looking for other partners as well. (Kao Hoon, 07/03/17) Comment: Where does the news get these magical #’s from?  APCO APCO […]
Read More →I’ve been writing these interviews for the Bangkok Post and now ACN Newswire for the past decade with what has basically been the same generic question list of biz model, financials, industry, differentiation, risk, 5 years. And every once in a while I’ll add the history, AEC and an industry specific question. But what else would you ask? […]
Read More →After a rip roaring start to the market, the market has been experiencing a pullback of sorts. Odd to see that the agri names are continuing their run, we thought that the story has already been priced in. No surprise in seeing automotives recovering (it was a dead sector since ’13). Healthcare continues to be […]
Read More →Notable Transactions Buy(s) THB 379 mn PLAT – That’s interesting to see the Chairman buying a block of shares SIRI – Don’t be too surprised to see this name run BLA – Will this insurance giant turnaround? TU – The owner continues to believe that TU will become a bigger global giant Sell(s) THB 113 […]
Read More →BANGKOK, Feb 28, 2017Â -Â (ACN Newswire)Â -Â S.Khonkaen Foods Public Company Limited (SET:SORKON) Chief Executive Officer, Mr. Charoen Rujirasopon discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com.TET: How are Sorkon’s businesses progressing?In the past few years, we expanded our fishball capacity by 50% from 9,000 tonnes per annum to 15,000 tonnes and is […]
Read More →AH AH targets 2017 sales growth of 5% in line with the auto industry, which it believes has bottomed out. It expects car production to hit 3mn within five years. It plans to expand its business in one country, with a decision this year. It is studying setting up a plant in Malaysia. It plans […]
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