Market research on Thai Stocks in the SET Index
BAY BAY target 6-8% loan growth, NPLs below 2.5%, NIM within 3.4-3.6% for FY19. JWD JWD in talk partner to expand F&B business, aims to branch out from food supply chain management & cold storage, expects to close deal in 2H, new cold storage facility in Mahachai to cod in June, firms on 15% revenue […]
Read More →Notable Transactions Buy(s) THB 40.1 mn THG – And he keeps buying and buying Sell(s) THB 214 mn OCEAN – That’s some 3-4% of the shares being sold
Read More →COM7&SYNEX COM7 & SYNEX anticipate big jump 1Q from handsets & gadgets sales on an upcoming event, Thai Mobile Expo, from Febuary 7-10. Comment: I wonder if/when 5G will come, there’ll be a lot of changes in terms of the phones required and every consumer will have to upgrade to this new technology…it could be […]
Read More →SAMART set a revenue target of Bt20b for this year, 30-40% rise yoy. Comment: Seeing is believing CHG sees higher traffic from fine-dust particles related, sets 10-15% revenue growth target this year, mulls cancer medical center for social security patients. Comment: Shouldn’t every hospital benefit? LH’s firm on Bt33b presales target this year, to launch 6 new projects […]
Read More →CPN Central group reports that it is working with Grab to develop full technology and it has acquired some shares in Grab. (Kao Hoon, 31/1/19) Comment: Well CPN isn’t exactly a major shareholder in Grab… ICN ICN’s backlog is Bt1.5bn. Management expects revenue growth of no less than 10% this year. It will start to […]
Read More →AOT AOT says it will build a second terminal at Suvarnabhumi airport although the Office of the National Economics and Social Development Council (NESDB) has not yet given its okay. It says the terminal is needed to accommodate excessive passengers. The proposal will be submitted to the board for approval again on Feb 20 before […]
Read More →BM BM signed an MOU with two Myanmar companies and set capex of Bt200bn to set up a processed metal products factory in Yangon. It targets revenue of Bt100mn in Myanmar in the first year. It expects revenue to be a record high with 20% growth this year. (Kao Hoon, 29/1/19) Comment: I’m still of […]
Read More →Notable Transactions Note: As requested by a follower you’ll see the last closing price, 52 week high/low Buy(s) TC – A swap between the shareholders THG – He just seems to be happy continuously buying back all the shares he put on the market last year JKN – And the founder is buying shares, its off some 25% from where he/she sold shares to the founder of BCH Sell(s) […]
Read More →AOT AOT grew in all ways. It reported that flights rose to 226k flight in 1Q19FY and passengers rose to 35mn, boosting earnings to Bt6.5bn in 1Q19FY. (Kao Hoon, 28/1/19) Comment: And so it still continues, people seem to forget that there are some 1.5 bn people in China and ~7% have a passport. Just […]
Read More →BCPG BCPG sets massive wind power goal. SET-listed BCPG Plc, the power business arm of Bangchak Corporation Plc, wants to add 1,000 megawatts through wind power projects in Asia-Pacific during 2019- 23. (Bangkok Post, 25/1/19) Comment: Well given the new PDP it definitely won’t be in Thailand BGC BGC has budgeted Bt5bn to acquire companies […]
Read More →