Category: Research
ThaiCapitalist research
S&P aims to deliver more to thai tastebuds
After serving food, bakery products and beverages to Thai consumers for 40 years, SET-listed S&P Syndicate Plc (SNP) still sees “huge potential” to grow both domestically and internationally, says Vitoon Sila-On, senior vice-president for domestic operations. “Even with 424 outlets across the nation, the expansion has only just begun,” he says in a discussion about […]
Read More →What happened this week 12/08 – 16/08
Thailand MoC wants to talk to exporters — The Ministry of Commerce (MoC) is calling for a meeting with major exporters to discuss strategies to reach export target in Sept of 7-7.5%. It also plans to encourage setup of new businesses to increase by 14% in Sept. (Thai Post, 15/08/13) HSBC suggests structural reforms – […]
Read More →Stocks in the news (bkd, bland, ea, m, major, prin, pttep, ptt, pttgc, ticon, tta) 16.08.13
BKD Listing on mai this quarter — Bangkok Dec-Con (BKD) is to conduct an IPO to sell 180mn shares and be listed in the mai index in 3Q13. Proceeds will be used to expand its business and to help push revenues up by 10-15% from last year’s Bt942.60mn. The company has a current backlog of […]
Read More →Stocks in the news (amata, banpu, beauty, ck, cmo, m, pttgc, spcg, true) 15.08.13
AMATA AMATA in power JV — AMATA has revealed plans for a joint investment in a small power plant project worth more than Bt500mn with a capacity of 264MW after the board approved the joint venture plan of its two newly set up companies “Amata B. Grimm Power 4 and Amata B. Grimm Power 5â€. […]
Read More →Sector Update 05/08 – 09/08
With the market only up 2.9% YTD and sectors performing incredibly different across the board, we feel the SET has finally become a stock pickers market again versus the past few years when essentially every sector and company just kept moving up and down together (ex energy of course). Interesting to note is that only […]
Read More →Stocks in the news (ckp, ivl, m, mcot, ps, tuf) 14.08.13
CKP Lower loss QoQ in 2Q13 — CKP reported a net loss of Bt77mn in 2Q13, better than the loss of Bt106mn in 2Q12 but lower than net profit of Bt92.8mn in 1Q13. Behind the negative earnings was a FX loss of Bt246mn vs. FX gain of Bt192mn in 1Q13. Excluding FX impact, its normalized […]
Read More →Stocks in the news (bts, ccp, dna, hemraj, ratch, thai) 13.08.13
BTS on fast track – BTS Group Holdings Plc (BTS) reported a reviewed net profit of Bt10.82bn in its first quarter ending June 30 this year, up 5,463.37% YoY. Total revenue surged 1,358.2% to Bt16.04bn during the period, primarily due to both stronger operating performance and gains from the sale of net fare-box revenue to […]
Read More →Management Trades 05/08 – 09/08
Notable Transactions Buy(s) THB 73mn Pace – The fact that this company somehow was able to go public even though its a stones throw away from a going concern is more surprising than a shareholder buying some shares, still a rubbish stock @ these levels (even after the 30% drop from IPO price) Sell(s) THB […]
Read More →What happened this week 05/08 – 09/08
Thailand New stimulus measures shift focus away from SME assistance – The government’s latest stimulus package has the potential to spur economic growth since it is designed to break down barriers to business and investment rather than just boost tepid domestic consumption, says the central bank. (Bangkok Post, 08/08/13) Confidence dips again – Consumer confidence […]
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