Category: Stocks

Market research on Thai Stocks in the SET Index

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Stocks in the news (aj, bdms, cho, demco, irpc, ori, plat, ps, q-con, ratch, sawad, scc, sccc, seafco, singer, siri, bts, stec, tnp, tru, wha) 03.11.16

AJ AJ expects 2017 earnings to be good supported by expansion to Europe and higher domestic sales brought by government stimulus measures that increased demand for its products. It plans to invest in CPP production line to increase its product variety. (Thun Hoon, 03/11/16) BDMS BDMS expects Bt100bn revenue in 2018. SET-listed Bangkok Dusit Medical […]

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Stocks in the news (ap, bjchi, bwg, ccp, crane, fire, fsmart, hpt, irpc, ktb, makro, nncl, ocean, preb, spa) 02.11.16

AP AP expects to transfers Bt19.23bn in eight condos in 4Q16. It plans to launch s marketing campaign in Nov in order to boost its presales. (Kao Hoon, 02/11/16) Comment: There’s a lot of condo’s in the industry that will have to be transferred in 4Q this year, back of the envelope numbers indicate close […]

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Stocks in the news (af, alla, anan, big, biz, bwg, cho, coman, dcc, erw, esso, jts,mdx, spali, sricha, wice) 01.11.16

AF AF expects 2016 revenue to grow from last year. It plans to provide loans to companies that are listed on mai. It reported 6M16 net profit of Bt25mn. It plans to broaden its customer base and provide loans to factories. (Thun Hoon, 01/11/16) ALLA ALLA is confident that it has strong fundamentals and expects […]

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Stocks in the news (apco, banpu, bjc, chg, ci, epco, fire, gfpt, glow, jts, mega, planb, ptg, sccc, sprc, syntec, tfg, tsth, ttcl, work) 31.10.16

APCO APCO expects to sign a contract to set up JV in November. It believes this will underwrite good growth (from the average of 10% now). It plans a marketing campaign to push up sales over the final two months of the year. It expects 2016 growth of above 10%. (Thun Hoon, 31/10/16) BANPU BANPU […]

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Management Trades 25/10-28/10

Notable Transactions Buy(s) THB 161 mn UTP – Well they do have that massive capacity increase coming online next year SYNTEC – They’ve been buying consistently for the past few years, even though the share price has doubled in the same period Sell(s) THB 53.1 mn IFEC – This rubbish is nearly done  

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Stocks in the news (age, alla, auct, bcp, bdms, dcon, delta, demco, ea, gfpt, nep, pf, pttep, synex, thani, tm, tpoly) 28.10.16

AGE AGE plans to increase export portion to reach 30% supported by orders from China and a JV with a partner in Vietnam. It expects 2017 sales growth of 20% from 2.2mn tons this year. It expects 2017 revenue will better than 2016 thanks to coal price recovery and more orders. (Thun Hoon, 28/10/16) ALLA […]

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Stocks in the news (brr, centel, cpf, ea, hmpro, kce, ndr, pace, pk, pttep, pttgc, qtc, scc, sgp, siam, slp, smart, sq, tsr) 27.10.16

BRR BRR expects 2.3-2.4 mn tons of sugarcane to go into its mills in the 2016/1017 season. Sugar prices are now at a four-year high. It targets brown sugar production of 260,000-270,000 tons.(Kao Hoon, 27/10/16) Comment: I’ve been writing the same thing for a few months now, I’m thinking its time for the sugar co’s […]

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Stocks in the news (cwt, delta, ekh, ihl, inet, irpc, jpp, ppp, pstc, scc, snc, super, tcmc, tmi, tpch, wiik, xo) 26.10.16

CWT CWT Board approves subsidiary purchases. The board approved budget of Bt133.96mn to have subsidiary CWTG acquire 60% of ARW and hold 5% in APCON. It has approved the purchase by subsidiary KCG of land for a building biomass power plant. (Kao Hoon, 26/10/16) Comment: I still remember being told by a client years ago […]

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Stocks in the news (bay, bbl, com7, css, ctw, epco, ml, ncl, prin, skr, susco, thana, thcom, tvd, wiik) 25.10.16

BAY BAY reported 9M16 profit of Bt16.2bn, up 20% YoY after it acquired HKL and expanded to ASEAN as planned It plans to raise its 2016 loan growth target to 8-9% from 5-6%. (Thun Hoon, 25/10/16) Comment: With the japanese as the major shareholder we are thinking they may go on a massive asset expansion […]

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Management Trades 17/10 – 21/10

Notable Transactions Buy(s) THB 10.7 mn N/a Sell(s) THB 431.3 mn PACE – Didn’t he just buy a serious amount of shares not too long ago? Cashing out to prepare for a future PP/capital increase perhaps? HOTPOT – This is the sale of shares to TFD and the owner of TFD most likely STAR – […]

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