Management Trades 12/02 – 16/02
Notable Transactions Buy(s) THB 12.8 mn N/A Sell(s) THB 309.6 mn TIW – 10% of the company sold to a Director and another unrelated shareholder group. What’s going on here?
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Market research on Thai Stocks in the SET Index
Stocks in the news (advanc, bts, ddd, intuch, loxley, planb, rojna, thcom, top) 16.02.18
ADVANC ADVANC targets 2018 revenue growth of 7-8% YoY, upon booking 100% of CSL earnings. It plans to invest Bt35-38bn to expand its 4G-fiber network. It expects mobile revenue to grow by 3-5%YoY with 800,000 home internet customers. (Khao Hoon, 16/2/18) BTS BTS 3Q17 earnings were Bt889mn, +89.8%YoY, driven by revenue from mass transit, which […]
Read More →Stocks in the news (aot, br, irpc jmar, lph, qtc, ratch, rojna, sprc) 15.02.18
AOT AOT reported 1Q18 earnings of Bt6.219, growing by 22.33% and revenue of Bt15.045, growing by 14.62%, backed by a rise in the number of passengers from six airports to 34.64mn on expansion of tourism and the removal of the ICAO’s red flag. (Khao Hoon, 15/02/18) Comment: And it will continue and continue, still curious […]
Read More →Stocks in the news (amatav, asap, bay, centel, mgt, simat, thai, thg, vgi) 14.02.18
AMATAV AMATAV reported 2017 earnings of Bt422mn, up 585% from last year thanks to booking Bt642mn from land sales, implying growth of 81% and driving total revenue to grow 30% to Bt1.17094bn. At the same time, it cut expenses by 40%. (Khao Hoon, 14/02/18) Comment: And this should continue for vietnam over the next 3-5 […]
Read More →Stocks in the news (apex, ea, global, gpsc, kkp, lit, maco, pace, qtc, tpch, vng) 13.02.18
APEX APEX signed a contract with Club Med to open a luxury resort, Club Med Krabi, worth Bt3.8bn. It plans to develop a new tourist spot in Yao Beach, Krabi and targets premium customers for this resort. It expects to start construction in September 2018 and complete in 2021. (Thun Hoon, 13/02/18 ) Comment: This […]
Read More →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 →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 […]
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