Management Trades 05/02 – 09/02
Notable Transactions Buy(s) THB 15.2 mn N/A – but BLAND’s owner is buying again Sell(s) THB 1.7 mn N/A
Read More →Category: Stocks
Market research on Thai Stocks in the SET Index
Stocks in the news (bjchi, ekh, gulf, iii, ivl, lhbank, richy, snc, wave) 09.02.18
BJCHI BJCHI has won Bt150mn worth of steel processing project in Chile, which it expects to book the revenue in 1Q18. It is going to bid for new projects, worth Bt8bn. (Khao Hoon, 09/02/18) EKH EKH targets 2018 revenue to grow by 8-10% to Bt600mn, brought by the opening of IVF center. It expects this […]
Read More →Stocks in the news (bcpg, bts, cho, global, gpi, mtls, sc, sena, siri) 08.02.18
BCPG-BTS BCPG and BTS are partnering with four parties to establish an industrial estate, Smart Park, in Map Ta Phut. BCPG will develop the utilities and green energy in the industrial estate, while BTS will develop the internal logistics system. (Khao Hoon, 08/02/18) Comment: More and more competition in the area, whilst AMATA and WHA […]
Read More →Stocks in the news (ap, chewa, ggc, ktis, itel, mk, mm, pace, star, tpoly) 07.02.18
AP AP targets 2018 revenue at Bt28.1bn and presales at Bt33.5bn. It is going to launch 34 projects, worth Bt49bn after making a new high for 2017 presales of Bt42.9bn. (Khao Hoon, 07/02/18) CHEWA CHEWA plans to launch new projects worth Bt3.75bn. It targets 2018 revenue to grow by 20% to Bt2.4bn. It believes the […]
Read More →Stocks in the news (advanc, gc, lh, ori, ptt, seafco, super, tpipp, tta, uv) 06.02.18
ADVANC ADVANC announced a dividend on 2H17 of Bt3.57/share, XD on 5 April, giving a total 2017 dividend of Bt7.08/share, a yield of approximately 4%. It reported 2017 earnings of Bt30.077bn, falling 1.9% from 2016. (Khao Hoon, 06/02/18) Comment: How did the eke out decent #’s? Cost cutting. How can they grow? Questionable…although apparently broadband […]
Read More →Stocks in the news (age, gold, human, itel, msc, prm, pylon, vte, wiik) 05.02.18
AGE AGE says coal sales are booming in 1Q18, spurred by high demand from China and Vietnam. It believes this will lead to a 25% growth in 2018 sales to close to 3mn tons. It has budgeted Bt200mn to buy 12 ships, as it is going to expand its logistics business to its full potential. […]
Read More →Management Trades 29/01 – 02/02
Notable Transactions Buy(s) THB 14.6mn N/A Sell(s) THB 35.8 mn N/A
Read More →Stocks in the news (bay, bcp, bcpg, bgrim, d, lpn, richy, spcg, thcom, wha) 02.02.18
BAY BAY targets 2018 loan growth at 6-8% and it believes performance will be better than last year’s in tandem with economic recovery. It will maintain NPLs under 2.5% and coverage ratio to be at least 140%. It has budgeted Bt20bn for a three-year investment in technology (2018-2020) in order to expand to digital. (Thun […]
Read More →Stocks in the news (btw, css, iii, ilink, ori, pttep, super, tacc, thcom, ttcl) 01.02.18
BTW BTW says big projects received this year will grow revenue and earnings. It projects 2018 revenue growth of at least 10%. It currently has backlog of Bt900mn, of which 80% is going to be booked as revenue this year. It plans to bid for new projects worth approximately Bt7bn. It also plans to expand […]
Read More →Stocks in the news (ama, amata, biz, ccp, dtac, ea, gift, jmart, pttgc) 31.01.18
AMA AMA targets 2018 revenue growth of at least 30% and plans to budget Bt1.45bn to buy three ships, aiming at a capacity increase to more than 100,000 DWT from 86,000 DWT last year. It says palm oil shipping is going well. (Thun Hoon, 31/1/18) Comment: Well its a shipping company, nothing overall special, looks […]
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