Management Trades 09/07 – 13/07
Notable Transactions Buy(s) THB 150 mn WP – ~2.5% of shares purchased by a director POST – I don’t see the value in the Bangkok Post, other than as a method to control news flow… Sell(s) THB 11 mn N/A
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (ama, anan, aot, ea, epg, nwr, sena, sprc, teamg, thana, utp, wha) 13.07.18
AMA AMA expects 2018 performance to be in positive territory. It plans to raise its freight rates by 5% and benefits from THB depreciation. It targets revenue growth of 30%. In the liquid truck transportation business, it is preparing to add 30 service trucks in 4Q18 (Thun Hoon, 13/7/18) Comment: This company seems to be […]
Read More →Stocks in the news (aeonts, bkd, chayo, dimet, fpi, kool, samart, spali, sta, teamg, tisco, tvo) 12.07.18
AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations. BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]
Read More →Stocks in the news (btw, crd, erw, mtc, pf, teamg, thg, ticon, tpipp, tpoly, wp) 11.07.18
BTW BTW plans to expand abroad and has no concerns about the US-China trade war. Its CEO says its 1Q18 backlog is Bt567mn and it is waiting to bid for many projects with a total value of more than Bt4bn. (Thun Hoon, 11/7/18) CRD CRD was awarded a new project which brought backlog to Bt1bn […]
Read More →SPALI launches voluntary TO for MK
A lot of deals have taken place in the past few months, we’ve had a change of major shareholders in NOBLE, GLOW being acquired by GSPC, and LH’s founder going for another 10% in his co. And now the latest one is SPALI w/ MK, although granted back in the day a related family member of […]
Read More →Stocks in the news (aot, asap, bch, beauty, coman, ea, gulf, ndr, sat, skn, ticon, wha, ziga) 10.07.18
AOT Ministry of Transport has given AOT one month to finalize the project to manage four airports to be transferred from the Department of Airports. The proposal will then be sent to the cabinet for approval. If the project is approved, the transfer of operations of these airports to AOT will be completed within one […]
Read More →Management Trades 02/07 – 06/07
Notable Transactions Buy(s) THB 377.5 mn KAMART – A rare massive buy from a director/family member EA – He still believes in his own “gigafactory” RAM – Must be a share swap given the lack of liquidity in this name CCET – The Vice Chairman buys ASAP – A director thinks there’s value here too […]
Read More →Stocks in the news (ap, bcpg, mint, ncl, pf, grand, prm, psl, sky, toa, u, siri, vgi) 09.07.18
AP AP plans to launch 35 new projects with a total value of Bt54.3bn to boost 2H18 operations. It reported 1H18 presales of Bt17.3bn, accounting for 52% of this year’s presales target of Bt33.5bn. It has Bt52bn backlog and will recognize Bt10.3bn this year. (Thun Hoon, 9/7/18) BCPG BCPG targets its EBITDA to double (from […]
Read More →Stocks in the news (asap, bay, bts, ggc, ktc, m, maco, nwr, rjh, siri) 07.07.18
ASAP ASAP expects an acceleration in its revenue in 2Q18 as a result of a rise in car rental customers. It targets 2018 revenue growth of 25% YoY. (Thun Hoon, 7/7/18) Comment: Another stock that has had a mini crash. Love the management style and their ability to grow esp vs their competitors that are […]
Read More →Stocks in the news (abm, aot, bcpg, beauty, erw, pstc, sawad, smit, thani, ttw, vgi) 05.07.18
ABM ABM targets overseas revenue growth of 8% backed by growing demand from new power plants in South Korea and Japan. Its CEO confirmed that it will make profit in 2018 despite a slight loss in 1Q18. (Thun Hoon, 5/7/18) AOT In 9MFY18, AOT’s passenger traffic grew 9.8% YoY and aircraft movement increased 6.4% YoY. […]
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