Management Trades 10/09 – 14/09
Notable Transactions Buy(s) THB 20.5 mn N/A Sell(s) THB 27.9 mn N/A It’s not even holiday time and there are no big buyers (north of THB 20 mn) nor sellers
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (bm, bsm, cpf, cpn, itel, ori, robin, seafco, spvi, sta, ticon, top) 14.09.18
BM BM expects 3Q18 results to be outstanding, supported by new orders. It is confident that revenue will grow by 10-20% to reach Bt1bn. Backlog is Bt500mn, all of which will be booked as revenue this year. It plans to launch a new product. It was awarded a project bid from DTAC to set up […]
Read More →Interview: Cho Thavee PCL (CHO)
Cho Thavee PCL (SET:CHO) Director, Mr. Suradech Taweesaengsakulthai discusses the company’s strategy and outlook in The Executive Talk (TET) TET: Please explain the history of CHO. CHO: Our founder, K. Cho Taweesaengsakluthai originally began as a rice mill managing 5 mills throughout the Northeast region in Thailand. However, his key passion was in engines and automotives, […]
Read More →Stocks in the news (age, amata, anan, cpn, dtac, gfpt, intuch, lpn, sgp, sky, wice) 13.09.18
AGE AGE expects high season in 4Q18. It has 500-666k tons of coal prepared to send to customers. It expects sales volume to reach 3mn tons after it sold 1.8mn tons in 1H18. (Thun Hoon, 13/9/18) Comment: Well..ok but I don’t see much happening here regardless, and the #’s aren’t showing much either. AMATA AMATA […]
Read More →Stocks in the news (anan, d, fte, jwd, mega, sat, sawad, tks, tsr, uac, whaup) 12.09.18
ANAN ANAN launched IDEO Ratchada-Sutthisan condominium worth Bt1.6bn, boosting sales in 3Q18. Unit price starts at Bt2.49mn. It has contracted CIMBT to issue subordinated debentures at a rate of 8.5% for the first five years. It plans to sell the debentures to local institutions and HNWIs on Sep 20-25. (Thun Hoon, 12/9/18) Comment: Everything is […]
Read More →Stocks in the news (auct, bafs, bem, cpn, demco, dtac, ptt, seafco, spali, super, tapac, thana) 11.09.18
AUCT AUCT is working with a new partner to bring cars to auction. It expects car auction volume to grow by 20% this year from 60k cars last year. It says YTD auction volume is good and business is recovering. (Thun Hoon, 11/9/18) Comment: But their vision of being the auction house of every asset […]
Read More →Stocks in the news (aot, atp30, bkd, com7, ea, gunkul, icn, spa, super, trc) 10.09.18
AOT AOT is considering to postponing the bidding for duty free originally planned for September as the construction of Suvarnabhumi phase 2 has been delayed since it must wait for an Administrative Court ruling, the Permanent Secretary of the Treasury said. (Thun Hoon, 10/9/18) Comment: Oh that’s just ridiculous! The Duty free business is worth […]
Read More →Management Trades 03/09 – 07/09
Notable Transactions Buy(s) THB 24.9 mn N/A Sell(s) THB 9.4 mn N/A
Read More →Stocks in the news (banpu, bgrim, cbg, ddd, dtac, gulf, meta, s, snako, selic, tpch, true) 07.09.18
BANPU BANPU says it is not affected by Indonesia’s currency crisis. It has continued to invest in coal mines in Indonesia and it expects to increase coal reserves to a 15-year level, supporting demand from AsiaPacific. It expects 2018 revenue to grow 25%, backed by an uptrend in coal price. (Thun Hoon, 7/9/18) Comment: I […]
Read More →Stocks in news (bdms, bkd, color, dtac, ecf, k, lhk, nvd, nwr, siam, ssp, tplas) 06.09.18
BDMS BDMS is working with Movenpick group to set up “Movenpick BDMS Wellness Resort”. The resort will open in 2019. (Kao Hoon, 6/9/18) Comment: Not the worst idea, combining both of the key positive trends for Thailand, tourism and healthcare BKD BKD is engaging in the real estate business in Myanmar after signing a three-year […]
Read More →