ThaiCapitalist research
WEH has followed the typical Thai drama show story line for the past 12 months with the major shareholder, Nopporn Suppipat, having an arrest warrant issued for him and the SEC blocking their supposed IPO and hurting DEMCO’s short term share performance (hence the only reason for posting this). Now there is a new shareholder […]
Read More →AJP AJP plans to launch new TV program on free TV after getting a three-year license for an international sports program. It expects to complete the deal for a waste power plant project at the end of June. It believes it will show a net profit this year, backed by this project. (Thun Hoon, 26/06/15) […]
Read More →A great little op-ed by Mark Mobius on ASEAN and the AEC Impact on the region, see below for the whole article. The role of Asian markets in the global economy has grown significantly in recent years, and we expect this trend to continue in the future. Many of these countries have also made fundamental […]
Read More →ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]
Read More →AAV Management is confident there is no impact from ICAO. There is no suspension for any AAVÂ scheduled flights with regards to the ICAO issue. (Thun Hoon, 24/06/15) Comment: AAV’s core growth market is China, as long as China is ok then it doesn’t matter what ICAO says. AIRA AIRA shareholders approved raising capital by 3,160 […]
Read More →BEAUTY BEAUTY targets to maintain gross margin of 69%. It plans to introduce a new product in 3Q15. 2H15 is expected to be good thanks to seasonality. The plan to set up a distributor in Indonesia is expected to be finalized in 3Q15. It expects Bt1.7bn revenue from abroad this year. (Thun Hoon, 23/06/15) Comment: […]
Read More →BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]
Read More →Notable Transactions Buy(s) THB 117 mn BA – And the owner continues to buy more and more shares back in BA Sell(s) THB 2 bn MK – The founding family has sold off its shares in MK to a new group, it’s a deal that has been sitting on Ibankers tables for the past 1.5 […]
Read More →Last week was rather eventful for the thai market with it being hit with the double whammy of the ICAO (Thailand’s airlines) and MERS, then again if you had closed your eyes and reopened them today it looks like nothing has really changed. What can we look forward to this week? Greece greece greece.
Read More →CNT has a reputable history, having built many of Thailand’s landmarks including Democracy Monument, Klong Toey Port and the Rama VI Bridge among others. In 1991, CNT became the first construction company to list on the Stock Exchange of Thailand. Christiani & Nielsen (Thai) Plc (CNT) has been a leading construction company in Thailand for […]
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