Category: Stocks

Market research on Thai Stocks in the SET Index

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Stocks in the news (aot, auct, bem, chayo, cho, gulf, icn, pstc, siri, wha) 21.12.18

AOT AOT waiting for decision by ACC committee about suitability and size of Terminal 2. It will then submit a report to the board in January. The board has already approved the project. Share price rose yesterday, in the opposite direction of the SET. (Kao Hoon, 21/12/18) Comment: Well lets just hope it won’t take […]

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Stocks in the news (aav, dna, dod, mvp, sti, synex tmb, tplas, tqm, true) 20.12.18

AAV AAV expects 4Q18 earnings to recover, supported by more tourists and lower jet fuel price as well as the government’s measures to stimulate tourism. Next year, it plans to add new routes. (Thun Hoon, 20/12/18) Comment: If it wasn’t for such a weak market we’d see the airlines rally by +10-20% DNA SET reminded […]

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Stocks in the news (aeonts, cho, d, dtac, glow, jas, pttep, spa, sti, tvd, ziga) 19.12.18

AEONTS AEONTS expects loan growth of 5% in FY2018. In 1H18FY, it has already provided loans of Bt52bn. It plans to launch promotions to stimulate spending during the yearend festivities. It has entered Myanmar, Cambodia and Laos and expects loans to reach Bt13bn in FY2020, pushing foreign revenue up to more than 10% of total […]

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Management Trades 10/12 – 14/12

Notable Transactions Buy(s) THB 312mn RAM – Must be block sales amongst the shareholders, as there’s zero liquidity in this name Sell(s) THB 495mn BDMS – Founder sells a bunch  JKN – Another block sales by the founder TSI – A director sells off a fair amount – must be an arranged sale NEWS – […]

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Stocks in the news (ap, asefa, atp30, chewa, epg, gulf, hmpro, ktc, rjh, thg, wiik) 17.12.18

AP AP reported 11M18 presales of Bt41.5bn, exceeding its full-year target of Bt39.8bn. Revenue from its JV was Bt27.1bn, a record high. (Kao Hoon, 17/12/18) Comment: So even despite great earnings and pre-sales numbers this stock has also plummeted ASEFA ASEFA expects many projects to come up for bidding next year, especially big infrastructure and […]

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Stocks in the news (itel, sky, simat, true, loxley, bem, ea, fpi, nwr, planb, prm, pttep, ratch, sonic) 14.12.18

Telecoms  ITEL, SKY, SIMAT, TRUE and LOXLEY were awarded NET USO Zone C project. ITEL received Group 8 South valued at Bt2.46bn. SKY received Group 6 Central 1 valued at Bt2.20bn. SIMAT received Group 4 Northeast 2 valued at Bt2.25bn. TRUE received Group 1 North 1 and Group 7 Central 2 total valued at Bt4.82bn. […]

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Stocks in the news (cho, itel, ktis, pace, saam, sanko, scc, seafco, vgi) 13.12.18

CHO  CHO offers PP to Marat Saelim of 118mn shares at Bt1.4297/share. This will give it Bt169mn in funds to support investment in its E-Ticket project, a ten-wheel truck repair center and Khonkaen Smart City. (Kao Hoon, 13/12/18)  Comment: That’s an interesting development, no idea who Marat Saelim are.  ITEL  ITEL got a job from […]

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Stocks in the news (arrow, biz, bts, chayo, ddd, gpsc, glow, gunkul, harn, ivl, rs) 12.12.18

ARROW  ARROW added electrical conduit production capacity to handle the expected increase in big construction projects. It targets revenue growth of 10% next year and a widening in its net margin to 10%. (Thun Hoon, 12/12/18)  BIZ  BIZ targets sales growth of 10% next year. It targets sales from BIZGenes, its new business, to reach […]

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Stocks in the news (atp30, bgrim, bm, bts, chewa, gpsc, pttep, sisb, sky, wha) 11.12.18

ATP30 ATP30 expects revenue growth of 10% this year. The march toward an election will increase confidence in investment and bring it more customers. (Thun Hoon, 11/12/18) BGRIM BGRIM targets earnings growth of 16% next year to Bt42bn. Electricity production capacity will increase by 863MW next year. It has been looking into a 30MW wind […]

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