Market research on Thai Stocks in the SET Index
Notable Transactions Buy(s)Â THB 744 mn FNS – Now thats interesting. The MD just bought a substantial amount of shares. I wonder what’s going to happen here OCEAN – Share swap between new and old owners MK – Another share swap between new and old owners Sell(s) THB 437 mn MK – See above OCEAN […]
Read More →AGE AGE targets coal sales volume of 4mn tons next year, 20% higher than this year. It expects coal sales volume to hit its target of 3mn tons this year and this will be a record high. Demand both at home and abroad is still growing. It has 3-4mn tons of backlog now and this […]
Read More →AH AH maintains its revenue growth target at 3-5% this year, supported by growth in the automotive industry. It expects next year’s revenue to grow because its major customer, Isuzu, will launch a new car model. Its joint venture in Vietnam will launch a new car model in 3Q19. (Kao Hoon, 29/11/18) Comment: There’s a […]
Read More →AMATA AMATA maintains its presales target of 925 rai this year. It expects 4Q18 presales to be outstanding. Next year, it expects presales growth of 10% to 1,000 rai, backed by large demand from Chinese and Japanese. Backlog is 13,000 rai. It plans to raise land price in Amata City Chonburi. It will increase recurring […]
Read More →AH AH expects revenue to grow in line with growth in the automotive industry. 4Q18 revenue is expected to be better, backing its revenue growth target of 5% this year. (Thun Hoon, 27/11/18) KBANK KBANK continues to expand in ASEAN+3. Laos is its potential target. Private sector growth in Laos will help underwrite loan growth. […]
Read More →Notable Transactions Buy(s) THB 160 mn OSP – Family member buys more ORI – Wife buys more JSPÂ – Ohhh these guys are back! Sell(s) THB 109 mn JKN – Not confirmed, but we suspect it is the same Dr fellow buying these shares.
Read More →AOT FY2018 results to be released on Nov 30. Nitinai Sirismatthakarn, AOT president, says FY2018 performance will be announced on 30 Nov. He expects earnings to be a record high, supported by passenger growth that has put it over capacity. He expects a net margin of 40%. As for terminal 2 construction, it is waiting […]
Read More →CBG CBG struggles to control costs. It cut expenses in subsidiary ICUK. It is focusing on increasing revenue in the Australian market with minimum sales of Bt100mn. As for market strategy in Thailand, it is focusing on marketing through “Cash Van†and “cheer ladiesâ€. It expects this strategy will grow its sales by 10% next […]
Read More →AOT Airports of Thailand (AoT) has put the brakes on a second terminal scheduled to be built at Suvarnabhumi airport, pending steps to glean opinions from relevant parties including the International Civil Aviation Organization (ICAO). (Kao Hoon, Comment: And so will AOT decline back down to the price level where it was pre this expansion […]
Read More →ASAP ASAP insists that it will not increase capital, even though D/E ratio is high. The jump in interest expense pushed share price down, but it said this is the nature of a leasing company. It says customers trust it and banks provide support. It is studying the issue of debentures of a minimum of […]
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