ThaiCapitalist research
Note: This will be the second last Company Interview in the Bangkok Post as, after 9 years, they’ve decided to discontinue publishing them. Together with ShareInvestor we are still figuring out what avenues/channels are best to use in the future, so until then we may not be publishing any new interviews…which is a shame. TV Direct […]
Read More →AGE AGE expects 2H16 to be good. It plans to do a marketing campaign in ASEAN. It is confident that 2016 sales will reach the target of 2.2mn tons. It reported 2Q16 net profit of Bt29mn, up 4% YoY and total revenue over Bt1bn. (Thun Hoon, 15/08/16) AOT AOT reported 3QFY16 profit of Bt5.06bn, growing […]
Read More →Notable Transactions Buy(s) THB 13 mn N/a Sell(s) THB 126 mn HMPRO – The second week running where one of the bigwigs continues to sell shares
Read More →Thai referendum: Military-written constitution approved — A clear majority of Thai referendum voters have backed a draft constitution written by an army-appointed committee. Unofficial tallies show that 61.45% voted in favour. The military threw out the old constitution when it took power in 2014, after months of political instability and sporadic violence. Supporters of the […]
Read More →AKP AKP reported 2Q16 net profit of Bt18.08mn, up 61.6% YoY. It expects 2H16 performance to achieve its target. (Thun Hoon, 11/08/16) BCH BCH expects 2H16 earnings to be good supported by a faster breakeven at WMC than expected. It plans to increase Social Security clients to 800,000. It expects 2016 revenue to grow no […]
Read More →ASK ASK expects revenue and loan growth of not less than 15% on seasonality. It plans to issue a debenture to replace the old one of Bt7.3bn that is expiring. (Thun Hoon, 10/08/16) Comment: It’s more likely that the continued improvement will come from decreased financing costs  BLA BLA reported 2Q16 net profit of […]
Read More →AMATA AMATA is studying invest in a solar roof to be installed on AMATA Summit ready-built roofs and expects to make a decision this year. It targets 2016 revenue growth of 20%. It plans to open an industrial estate in Myanmar which will focus on customers in India, Bangladesh and China. (Thun Hoon, 0 9/08/16) […]
Read More →And so we know what’s happened, the new constitution has passed, so a market rally is of course happening, pre the last 2 elections the market ran some +20%, so lets see how far this one will run.
Read More →Notable Transactions Note: Second week in a row that there were no major Buy(s) Buy(s) THB 34.9mn n/a Sell(s) THB 137 mn HMPRO – The CEO sells off 10 mn shares.
Read More →BIZ BIZ reported 2Q16 net profit of Bt8.10mn with total revenue of Bt106.59mn, growth of 502% backed by more orders. (Kao Hoon, 06/08/16) GPSC GPSC reported 2Q16 net profit of Bt686mn or growth of 45%, with 1H16 net profit of Bt1.56mn, growth of 55%. It plans to invest in new projects in Thailand and abroad. […]
Read More →