ThaiCapitalist research
AIT Aiming high — AIT aims to bid for more than Bt10bn worth of project this year from trueNET-CAT-ICT. The company also revealed that it is in the process of obtaining a concession from the government of Myanmar to invest in the telecommunications sector. AIT targets revenues this year to reach Bt5.4bn after booking profit […]
Read More →Notable Transactions Buy(s): SIRI – The President bought these shares from his private investment vehicle, only to eventually sell them @ the same price, first time we’ve seen a sell under his name Sell(s): BLA – Main owners BLAND – K. Ananttttttttttttt sold his warrants SIRI – See Above TPIPL – A director sells off […]
Read More →2 weeks ago I translated here from the Thai news, Stocks in the news(ap, bay, CPALL, itd, kce, scc) – 31.01.13, that CPALL is aiming to expand into Myanmar, thanks to @srt_cm0123_53 on twitter who was great in letting me know that Seven & I Holdings Co, which announced in June it was planning to partner […]
Read More →Positive(s) Local Consumer confidence rises again — Consumer confidence rose for a fourth straight month in January, hitting a 16-month high, as concerns about global and domestic economic prospects eased and people’s incomes rose thanks in part to the nationwide daily minimum wage hike, says a local economist. The consumer confidence index climbed to 81.7 points […]
Read More →ADVANC Advanced Info Service: Planning 3-year capex of Bt70bn— Advanced Info Service PCL (ADVANC.TH), Thailand’s largest mobile phone service provider by subscribers, is planning a three-year capital expenditure of Bt70bn (US$2.35bn), mainly to expand its third-generation service on the 2.1 gigahertz spectrum. The company expects service revenue to grow by 6%-8% this year, driven by […]
Read More →DNA – DNA to distribute hit Chinese movie — DNA, a home entertainment retail and distribution company, will distribute “Lost in Thailand†movie to more than 100 cinemas. Management is confident that its gross margin will be 40-50% if it distributes 10-12 movies. Revenue is expected to grow 40%. (Khao Hoon, 7/2/13) Comment: On a […]
Read More →AKR AKR wins a bid — AKR has won the bidding for a project worth Bt500mn. Management said the company has its backlog of Bt600mn. AKR targets to grow 10%YoY. International orders will increase to 20-25% in 2013. Its deal regarding the solar business is expected to conclude at the end of this year. (Tun […]
Read More →Notable Transactions Buy(s) – THB 639 mn AH – The owner has been buying the whole month BANPU – We still don’t like Banpu @ this value..still think its worth 20-30% less BGH – Odd transaction with both parties on buy/sell BLAND – K. Ananttttttttttttttttttttttttttt! PF – Owner and management buy big stakes and have […]
Read More →Notable Transactions Buy(s) – THB 119 mn BLAND – K. Anant trades out of his warrant and into the common shares Sell(s) – THB 668 mn BLAND – See above KDH – THB 70 mn sold by the MD and CEO to BGH PS – Several management taking profits in this property developer VGI – […]
Read More →The Thai market continues rocking, January saw volumes increase by 35% to average over THB 50 bn/day versus THB 35 bn/day last year. Mind boggling stuff.
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