ThaiCapitalist research
The condominium developer Origin Property Plc (ORI) listed on the SET in October this year. CEO Peerapong Jaroon-ek discusses the company’s strategy and outlook. What is Origin’s history and business model? We founded the company in 2009 with the aim of providing a unique concept of property development to capture the entire range of customer […]
Read More →Rice exports down in first 11 months — Thai rice exports to the end of November this year were down 9.6% YoY 8.6 mn tonnes and the value down by 10.2% to US$4.1bn, the Thai Rice Exporters Association said. It expects Thailand to export about 1mn tonnes of rice in December, lifting the total for […]
Read More →AKR AKR says foreign investors are interested becoming partners to invest in alternative energy. It expects 4Q15 earnings to mark a record high backed by numerous orders. It targets 2016 revenue to grow not less than 25% thanks to Bt6bn in bids. It expects the government to approve solar farm projects. It plans to invest […]
Read More →ACAP ACAP expects 2016 performance to turn around aided by recovery in every business. It expects its loan portfolio to reach Bt2bn this year. It expects 4Q15 earnings to be the best backed by business restructuring and its loan growth. (Thun Hoon, 07/01/16) Comment: We do wonder what else the new shareholder is going to […]
Read More →BEM BEM expects to pay dividend this year on the expectation of 40% growth in net profit after the Sri Rat expressway and MRT Purple Line open. It plans to take part in bids for public projects in CBD and outskirts. (Khao Hoon, 06/01/16) Comment: And now the largest infrastructure/transportation play is listed! CI CI […]
Read More →ASIMAR ASIMAR expects 2015 net profit of Bt120-130mn after achieving Bt102.2mn in the first nine months of the year. (Thun Hoon, 05/01/16) COM7 COM7 expects tax incentives to help revenue grow more than 25%. It expects 4Q15 sales to be good because it has 300 branches and many products for sale, including iPhone 6s and […]
Read More →And its that time of the year for the top 10 surprises from Byron Wein, while he’s never 100% correct (who is?) it’s always interesting to know the potential “what-ifs”. See below for the all 10 surprises plus a link to the rest of the article. Riding on the coattails of Hillary Clinton, the winner […]
Read More →And voila, here’s the snapshot for investor movement for 2015, its fairly obvious where the selling pressure has come from in the past month. But interesting to see retail investors finally pick up some shares in the last quarter of ’15.
Read More →BEAUTY BEAUTY expects 4Q15 earnings to be good on the back of government stimulus measures. It expects 2015 sales of Bt1.7bn with a record high net profit from 2014’s Bt301mn. It targets 2016 sales to grow 20%. (Khao Hoon, 04/01/16) Comment: The last minute bump by the government to promote year end spending should bold […]
Read More →Wasn’t that a fun year? See below for the carnage, what I’m finding more interesting at the moment are the dividend plays for March/April this year and names that were bombed out during 4Q15. Fun volatile times ahead and I’ll write more in my random thoughts this Friday.
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