He was right!
It looks like our darling Prayuth was correct when he said Thailand’s happiness was @ 99.99999999999999999% Jokes aside, this is a decent snapshot indicator of unemployment and inflation. Source: Bloomberg
Read More →Category: Research
ThaiCapitalist research
Stocks in the news (bigc, csl, ever, gl, gel, genco, gold, intuch, nncl, pt, sc, scc, sppt, takuni, top) 11.02.16
BIGC BIGC plans to open new branches and renovate old ones this year. It expects to increase its gross area with an eye to generating substantially more revenue. It plans a securitization. (Thun Hoon, 11/02/16) Comment: Now that the deal with TCC Group is only 1.5 months away from being sealed n delivered, the thinking […]
Read More →Stocks in the news (apco, akr, ccp, dcon, dtac, gl, irpc lalin, lph, ori, pjw, pk, qtc, smart, snc, spcg, thana, tpoly) 10.02.16
APCO APCO expects 2016 revenue to grow not less than 10% despite the slowdown in domestic purchasing power. It expects 2016 revenue to reach Bt450mn with a gross margin of 25%. It plans to increase its distribution channels through local retail stores. It is looking for a partner to build its network in Singapore, Malaysia, and Indonesia. (Thansetthakij, […]
Read More →Market Update 01/02 – 05/02
With the headache of the both oil prices and 4G finally taking a break the market received a bit of a breather and actually recovered slightly. The next few weeks are going to be rather hectic because earnings seasons for the rest of the names are coming and we’re rather curious to see how the […]
Read More →Stocks in the news (aav, abc, apco, ccn, gpsc, jsp, kc, psl, smart, stanly, super, tog, tpch, tpoly, tndt, ttw) 09.02.16
AAV AAV expects 2016 net profit to be over Bt1bn driven by 16.9mn passengers and an 82% cabin factor. It expects to get five A320 planes this year, with a goal of 70 airplanes in 2020. It expects to open new routes in CLMV, beginning with Luang Prabang. (Thun Hoon, 09/02/16) Comment: There is no […]
Read More →Management Trades 01/02 – 05/02
Notable Transactions An absolutely boring week! Buy(s) – THB 8.7 mn None! Sell(s) – thb 2.6mn None!
Read More →Stocks in the news (ccp, ecf, gold, nch, ptg, sappe, super, stec, tmill, tpch, tsr, tvd, tvo, vng, xo) 08.02.16
CCP CCP expects public projects to fill its backlog this year after orders for motorway projects are added to its backlog. It expects to get private projects, which will increase its gross margin to 5%. It expects the Thai-China dual-track project to progress. (Thun Hoon, 08/02/16) ECF ECF expects solar farm ECF-Tamado Energy GK in […]
Read More →Random Thoughts: Telco’s (again), Thailand’s labour markets, constitution
Telco’s This week we were blessed with the earnings results of both dtac and advanc, both telling very different stories. Here’s some quick thoughts The sector – A massive clusterf**k at the moment, no bank seems willing to back JAS, even though they continually say in public that they’ll pay, but….their balance sheet is too […]
Read More →WHTW: Top 10
State budget disbursements for FY2016 hit Bt1.05 trillion, ahead of last year’s levels — Government budget disbursements for fiscal 2016 – already reaching Bt1.05 trillion as of last Friday – are running ahead of last year because state agencies have made timely preparations for their procurement and hiring. (The Nation, 3/2/16) Japanese investors want Thailand […]
Read More →Stocks in the news (ckp, dna, fvc, net, mono, npp, snc, spcg, sutha, synex, trc, tvd) 05.02.16
CKP CKP expects 4Q15 earnings to mark new high of Bt220mn to bring 2015 profit to Bt470mn. (Khao Hoon, 05/02/16) Comment: All part of the company’s plans since their IPO a few years back DNA DNA expects to wipe out retained losses of Bt219.31mn within two years and restructure its business organization to focus on […]
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