Market research on Thai Stocks in the SET Index
BCPG BCPG will generate 53MW electricity in 2018 from power plants in both Thailand and Japan. It estimates 2018 investment budget of Bt4bn to develop projects and plans to focus on green energy investment project in Asia and Australia. It projects earnings to grow by 15% annually in 2018-2022. It also plans to conduct a […]
Read More →Continued fund flow into the top names in Thailand has resulted in this. AOT is now the most valuable airport operator in the world! Powered by a 75 percent gain since May 1, the operator of Thailand’s main international airports also passed the 1 trillion baht ($31 billion) market capitalization mark, joining only state-controlled energy […]
Read More →ADVANC ADVANC is going to sign a contract with TOT to rent equipment for providing telecommunication services and a contract to use TOT’s 2100 MHz spectrum. (Khao Hoon, 5/1/18) AMA AMA’s board approved the purchase of an oil and chemical tanker with capacity of 13,221 DWT, for Bt283mn. It believes this purchase will improve its […]
Read More →AIT AIT targets 2018 revenue to grow by 10% to reach Bt6bn on current backlog of Bt3bn, of which Bt2.6-2.bn will be booked as revenue in 2018. It plans to bid for new projects from both government and private sectors. (Thun Hoon, 4/1/18) Comment: More news flow seems to be coming from ths sector, AIT […]
Read More →AOT AOT says 1QFY18 (October-December 2017) passengers grew far better than its expectation of 14%, as the number of international travelers rose significantly after the removal of the ICAO’s red flag. AOT is going to adjust its estimates. (Khao Hoon, 3/1/18) Comment: Over the LT this company will still continue to perform given the continued […]
Read More →Notable Transactions Buy(s) THB 8.45 bn AAV – The massive re buyback of his shares from King Power Group TU – I have been wondering when will the transition of TU from a commodity company to a consumer company be completed TIC – That’s 5% of the shares, I wonder who the buyer is. Sell(s) […]
Read More →ADVANC ADVANC expects 4Q17 earnings to grow by 16% to Bt7.481bn on an improved gross margin and lower marketing expenses. It projects 2017 earnings of Bt30.624, stable from last year, with a 2H17 dividend yield of 2%. (Khao Hoon, 29/12/17) Comment: And now they CF’s are going to be helped by the fact the NBTC […]
Read More →AAV Srivaddhanaprabha family sold back 1,761.58mn or 36.30% of AAV shares to Mr. Tassapon Bijleveld FOR Bt4.70/share, which give it a profit of approximately Bt880mn. After the sale, Mr. Tassapon holds 41.32% and is going to do a tender offer, pricing the shares at Bt4.70. (Khao Hoon, 28/12/17) Comment: Wait they did what? Why buy […]
Read More →BJC BJC is adding more BIGC stores to reach 781 by the end of 2017 and trying to reduce low profit products on the shelves. It reported that same-store-sales growth turned positive in 3Q17 for the first time in three years and expects SSS growth to continue to rise in 4Q17-1Q18 in tandem with the […]
Read More →CPT CPT plans to budget Bt270mn to build A new factory and offices overseas. It targets 2018 revenue growth of 10% from this year as it has a lot of new projects in the pipeline and plans to get new projects worth Bt2.5bn, to raise backlog from the current Bt500mn. It is going to request […]
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