Sector Update 10/02 – 14/02
So Thailand is experiencing an economic downturn, a political crisis, businesses are suffering and yet the market is up +1.0% for the year, gotta love it.
Read More →Category: Research
ThaiCapitalist research
Stocks in the news (ap, dtac, hemraj, jmart, lpn, thcom, uac) 17.02.14
AP AP preparing to launch 19 new projects worth Bt23.7bn. It targets 2014 revenue of Bt21bn. It will launch SOUL worth Bt920mn focusing on high-end area in Ratchada. (Khao Hoon, 17/2/14) Comment: Old news, however it is funny to see the property sector actually being one of the best sector performers this year DTAC DTAC […]
Read More →Management Trades 10/02 – 13/02
Notable Transactions Another week with no notable transactions about THB 20 mn, what’s going on here? Buy(s) THB 23.3 mn n/a Sell(s) THB 3.1mn n/a
Read More →Lifestyle retailing for trendy customers determined to be a good fit for MC
MC Group Plc started its jeans business in Thailand under its own Mc brand in 1975 and listed on the Stock Exchange of Thailand last July. Today MC specialises in retail and distribution management of lifestyle products and services for brands under the group as well as other leading brands. Chief executive Sunee Seripanu discusses […]
Read More →What happened this week 10/02 – 14/02
Thailand No way seems feasible for caretaker government to pay rice farmers their dues – No matter what the government does to solve the problem of its overdue payments to farmers, it seems the rice-pledging project may face a dead-end due to its high cost and low likelihood of being able to sell enough rice […]
Read More →Stocks in the news (bcp, bigc, dtac, kbank, nok, ptt) 13.02.14
BCP BCP expects fall in profit in 1H14 because it plans to shut its refinery for 45 days, reducing capacity to 95K barrels. Revenue from solar farms will bring EBITDA to Bt9.6bn, stable YoY. (Bangkokbiz, 13/2/14) Comment: A potential trading opportunity if anything BIGC DPS Bt2.55 — BIGC will pay a dividend Bt2.55, XD on […]
Read More →Stocks in the news (ADVANC, BIGC, JAS, SCCC, SIRI, WHA) 12.02.14
ADVANC ADVANC reported net profits for 2013 at Bt36.27bn, a 4% increase YoY, supported by growth in revenue from internet services. It will pay a dividend of Bt5.75/share, bringing the year’s dividend to Bt12.15/share. This year, it targets service revenue to grow by 6-8%. (Khao Hoon, 12/02/14) Comment: A 4% Increase isn’t much to brag […]
Read More →Stocks in the news (AOT, BAY, BLAND, BECL, PYLON, THCOM) 11.02.14
AOT MD says political situation hurting passenger traffic — In January, passengers in its six airports increased 7.35% YoY, failing to meet expectations. It continues to expect passenger growth of 10% YoY in 2014, supported by provincial airports. It will open bidding for phase 2 of Suvarnabhumi airport construction in April. (Khao Hoon, 11/02/14) Comment: […]
Read More →Sector Update 03/02 – 07/02
We have a couple of things this week, the Civil Court’s decision on the revocatio nof the State of Emergency (pro hospitality), Suthep being called to the court re 2010 red shirt protests, arrest warrants from the Constitutional Court. Fun times ahead as always in Thailand
Read More →Management Trades 03/02 – 07/02
Notable Transactions Chinese New Year and politics must’ve kept management away from trading their shares. Buy(s) THB 33.8 mn N/a Sells(s) THB 17.7 mn N/a
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