ThaiCapitalist research
Notable Transactions Buy(s) THB 260 mn BA – The family continues to support the share price with another THB 80 mn bought in shares LIVE – This has to be an off the market trade, a Director just bought THB 119 mn worth of shares, just over 5% of total shares Sell(s) THB 693 KIAT […]
Read More →Digital TV a rising star for Workpoint Workpoint Entertainment Plc is one of Thailand’s leading production houses with internationally recognised programmes. It has recently expanded into digital TV with its own channel. Chairman Phanya Nirunkul discusses the company’s strategy and outlook. What is Workpoint’s business model? We began in 1989 as a TV production house […]
Read More →Thailand Manufacturers asked to keep price low – MOC is asking manufacturers to maintain their selling price as their cost should be lower after the diesel price fell by Bt1 per litre. (Thai Post, 8/12/14) RD to miss the target in 2015 – The finance ministry said tax collected by the Revenue Department in the […]
Read More →DIMET DIMET says 2014 will be in the black though it faced net losses in 1Q14 and 2Q14. The company expects recovery in 3Q14 and 4Q14 and is looking for a partner to support its business. It does not know what is behind the sharp increase in its share price. (Kao Hoon, 12/12/14) GOLD GOLD […]
Read More →ANAN ANAN budgets Bt3bn to purchase land to support business expansion. The company targets revenue of Bt12-15bn with presales of Bt22.5-23.5bn in 2015. (Kao Hoon, 11/12/14) Comment: The upside for me in ANAN is on operational leverage i.e. fixed costs should be stable, thus with revenue growth of 20-30%, i wouldn’t be surprised to see […]
Read More →On Monday for a brief period of time the SET was able to go above 1,600 & then it subsequently tumbled some 35 pts (or -2%) since then, what are the reason(s) for this? Yesterday there was news about a potential counter-coup from a former PM which was subsequently debunked, but this could explain why […]
Read More →Given Thailand’s proximity to Laos, the country should be one of the main beneficiaries of the LSX opening up further, and if you’re willing to take a long term viewpoint then the LSX can offer wonderful opportunities, Â I remember EDL providing a 16% dividend at one point 3 years ago. Now back to the index, […]
Read More →AH 10% growth next year – AH has set the revenue growth at 10% next year, supported by the turnaround in auto industry. (Kao Hoon, 9/12/14) Comment: AH is an odd automotive company because of its businesses in the retailing side in M’asia, thus its hard to classify it as a pure automanufacturer. AOT Core […]
Read More →Will the SET cross the magical 1,600 barrier or not? That is the question on the minds of every short term trader out there. Does it matter? No. Quick reminder: The following securities will be in the FTSE index as of close on December 19. FTSE SET Large-Cap index inclusion: MINT; exclusion: FTSE SET Mid-Cap […]
Read More →AIT 10% growth next year – The company expects 2015 revenue to reach Bt6.2bn and will grow 10% next year. (Kao Hoon, 8/12/14) Comment: This company just continues to grow and grow each and every year. BBL BBL sees greater prospects offshore – Although Thailand’s largest bank, Bangkok Bank (BBL), already has the greatest footprint […]
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