ThaiCapitalist research
BTC BTC has budgeted Bt105mn to invest in the logistics business. It expects to show a net profit this year. It is interested in investing in alternative energy. (Thun Hoon, 20/11/15) Comment: A logistics alternative investment firm, well why not. CENTEL CENTEL has budgeted Bt2bn to invest in hotel and food businesses. It expects 4Q15 […]
Read More →Cho Thavee thrives on innovation and one-stop service Cho Thavee Dollasien Plc (CHO), a maker of truck and trailer bodies and components and special transport products, listed on the Market for Alternative Investment in May 2013. Suradech Taweesaengsakulthai, president and chief executive, discusses the company’s strategy and outlook. Please explain Cho Thavee’s history and business […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15) BJCHI BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn […]
Read More →AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]
Read More →Well according to the latest GDP information it appears that GDP expanded 1% in the past 3 months compared to the previous quarter, won’t be surprised to see several economists begin to annualise this number and say that Thailand will hit 5% GDP Growth next year…. Anyways, here’s a few snippets from a Bberg article […]
Read More →The market is trying its best to stage a recovery this month with it up 2.5% already, but with the continued weak earnings from the majority of the listed companies, and look the resource sector now has a negative PE!!! , combined with the news that the Fed may hike interest rates this coming December […]
Read More →AIT AIT reported 3Q15 net profit of Bt148.84mn (+69.17%). Its 9-month net profit is Bt416.68mn. It expects to finish projects to reach target. (Thun Hoon, 16/11/15) Comment: Astounding numbers from AIT, although given that Thailand’s government spending in this sector has been a bit slow last year it isn’t a surprise to see a decent […]
Read More →Notable Transactions Buy(s) THB 52.8 mn SR – Newly IPO’ed SRÂ MD has decided to repurchase shares in the market Sell(s) THB 124 mn JAS – Looks like K. Soraj sold the shares (THB 65 mn) to buy the warrants (THB 18 mn) KBS – A director sells off some THB 29 mn worth of shares, […]
Read More →Third quarter earnings season has officially come to an end: Now there’s a lot to talk about, but being the my usual sarcastic self here’s what I’ve found most amusing thus far: CPF’s earnings – Core profit was a decent THB 1.3 bn in 3Q15, with total net profit at about THB 3.6 bn, a […]
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