ThaiCapitalist research
CRANE CRANE expects revenue growth of no less than 20% in 2015 supported by the good outlook for the crane market brought by the planned mega projects, raising demand for cranes. It plans to invest Bt100mn to buy a new crane with a total capacity of 600 tons. It will receive two 250-ton cranes sometime […]
Read More →AOT New entity for duty-free – perhaps. The Minister of Transportation met with management of Korea’s Lotte, which wants to run a duty free business at Thailand’s airports and in towns. The Thai government is promoting fair competition in the duty-free business, but has to study conditions with King Power Duty Co., who has the […]
Read More →The only thing on people’s minds this week appears to be europe europe europe, a potential QE4 from there and people talking about the ramifications of the recent super strengthening in the Swiss franc, fun times!
Read More →Notable Transactions Buy(s) THB 48 mn N/A Sell(s) THB 329 mn AJD – A director sells off a THB 26 mn stake in this overly speculated name ITD – Does this director not believe in ITD’s long term future? Sells THB 88 mn worth of shares TLUXE – This represents around 10% of total shares […]
Read More →Ch. Karnchang Plc was founded in 1972 to engage in the general construction business, focusing initially on civil works for government agencies. Listed on the Stock Exchange of Thailand since August 1995, it has since expanded the scope of its work substantially. Prasert Marittanaporn, senior executive vice-president for administration, discusses the company’s strategy and outlook. […]
Read More →Thailand Public Debt down in November – The PDMO said the country’s public debt came down Bt10.42bn to Bt5.62trn in November. (Thai Post, 10/1/15) Sommai has tax reforms top of agenda – The Finance Ministry will take another year to complete tax reforms that focus on widening the collection base, closing loopholes used to avoid […]
Read More →AMATA Amata to invest in Vietnam’s Dong Nai – Thai industrial-city developer Amata will invest in three high-tech industrial-park and urban-development projects in the southern Vietnamese province of Dong Nai, news website dddn.com.vn reported. Amata Vietnam will be the investor in a 753-hectare urban-development project in Tam An commune in Long Thanh district. (The Nation, […]
Read More →LH LH to make further inroads in US market – SET-listed developer Land & Houses Plc (LH) plans to double its investment this year, earmarking Bt12bn to buy new plots of land and invest in rental properties both here and in the US. Adisorn Thananan-narapool said the company would continue investing in rental apartments in […]
Read More →AOT Waiting for cabinet approval — AOT is waiting for cabinet approval of the backup runway project with Multi-Function Terminal with an investment budget of Bt48bn. The PM has confirmed that the government wants AOT to set up an infrastructure fund to help finance its projects. The company’s board meeting will be held on January […]
Read More →The latest method to manipulate stocks in the past 18 months has been for dodgy companies to issue PP’s (yes yes they say its to raise capital, but just look at who the shareholders are) to large investors, which essentially provides to them a massive # of shares for them to control the demand/supply on […]
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