Market research on Thai Stocks in the SET Index
COM7 COM7 expects new high in 2018 earnings and revenue; it targets revenue growth at 15% with growth in all businesses. It has budgeted Bt380mn to add 195 more branches and franchises, bringing the total to 629 in 2018. It plans to expand online, and in the commercial and education markets. (Khao Hoon, 24/1/18) Comment: […]
Read More →BRR BRR has budgeted Bt1.1bn to add new product lines and to increase power production capacity. It targets sugar sales to increase by 30% in 2018 from 2017 sales of 250,000 tons on a better harvest. It plans to bid for a 20MW VSPP in the next round of bidding. (Thun Hoon, 22/1/18) Comment: This […]
Read More →AOT AOT expects passengers to grow by 10% in 2018, with 1H18 growing 14% off last year’s low base brought by zero-dollar tour clampdown and ICAO red flag. It is going to submit the bidding result for the baggage carousel project to the board on January 24. (Khao Hoon, 22/1/18) EA EA expects 2018 revenue […]
Read More →Notable Transactions Buy(s) THB 107 mn SPALI – The family is selling the shares and buying the warrants Sell(s) THB SPALI – See above M – A huge block sale by the family to institutional investors BLAND – And he’s selling again! DNA – I still don’t know what this public co is doing, just […]
Read More →AMATA AMATA targets 2018 land sales of 925 rai and announced a 5-year business plan. Its goal is to set up a “Smart Cityâ€. It has budgeted Bt10mn to develop Long Thanh industrial estate in Vietnam, which it will start to sell in 2018. It also plans to develop an industrial estate in Myanmar, with […]
Read More →AGE AGE projects revenue proportion from overseas will rise to 30% on an increase in orders from Vietnam and China brought by rising demand for coal. It targets 2018 revenue to grow by 20-25% and currently has backlog of 300,000 tons, all of which will be booked in 1H18. (Thun Hoon, 18/1/18) LH LH targets […]
Read More →CBG CBG targets 2018 revenue to grow by at least 20% from both domestic and overseas markets. It plans to focus on the UK and China and penetrate into Europe this year, as it aims to become a global brand. It is going to negotiate with entities in France, Germany and Switzerland and expects finalization […]
Read More →BIZ BIZ signed a contract to sell cancer treatment machine, a Low Energy Medical Linear Accelerator, to Chonburi Cancer Hospital for Bt98.60 and contact period of 300 days. This raises its backlog to Bt1.36bn. (Thun Hoon, 16/1/18) Comment: If that is the case and the firm maintains it’s NPM @ 10%, then its at 10x […]
Read More →ANAN ANAN plans to launch six projects to raise presales in 1Q18 out of the 22 projects worth Bt48bn targeted to launch this year. It expects 2018 presales to meet its goal with growth of at least 24% to Bt40.5bn. It plans to conduct a roadshow this year to expand its foreign customer base. (Thun […]
Read More →Notable Transactions Buy(s) THB 2.5 bn GLAND – A switch amongst the family members Sell(s) THB 182 mn BLAND – WOW! STOP THE PRESSES! After years and years of the owner buying, this is the first massive sale that I’ve seen BDMSÂ – The daughter is selling some shares.
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