Market research on Thai Stocks in the SET Index
ADVANC ADVANC is budgeting Bt40bn to expand its 4G network. It targets to cover all 77 provinces with 14,000 base stations in two months. It is confident it can secure its customer base. It expects to complete the deal with TOT by 1Q16. (Thun Hoon, 27/01/16) Comment: And all signs are still pointing up for […]
Read More →AGE AGE plans to invest in Vietnam this year to meet high demand. It has budgeted Bt40-50mn to invest in new plants after seeing substantial local orders. It expects to focus on SME segment. It expects 2016 revenue growth to achieve its target of 10-15%. (Thun Hoon, 26/01/16) Comment: And they should be announcing something […]
Read More →AOT AOT expects 1Q16 earnings of around Bt4.6bn, growing 22%YoY on the back of high tourist arrivals. Tourism high season in the first quarter should boost the company. (Khao Hoon, 25/1/16) Comment: DM terminal 2 is already bustling like crazy BIG BIG expects its earning to reach a new high in 2016, growing 10% from […]
Read More →Notable Transactions Buy(s) THB 441 mn TK – Just looks like a  switch amongst family members, preparing for the inheritance tax perhaps? A lot of these trades have been happening. BDMS – And he’s still buying! Sell(s) THB 746 mn EA – Why would he sell now? TK – See above PSTC – Quite something […]
Read More →ARIP ARIP expects profit to turnaround this year on the back of expansion into digital marketing arena which should generate revenue around Bt10-15mn. It targets 2016 revenue of Bt300mn. It expects to finalize 2 organizer deals abroad in 1Q16. (Thun Hoon, 22/01/16) BIG BIG plans to pay dividend after it has wiped out the negative […]
Read More →BWG BWG expects to win numerous waste disposal contracts after Department of Industrial Works vows to tighten its pollution control enforcement. Its 500MW PPA is expected to be finalized by 1Q16, leading to income turnaround going forward. BWG also plans to list its subsidiary, the Earth-Tech Environment co., ltd. (Thun Hoon, 21/01/16) Comment: It’s quite […]
Read More →CENTEL CENTEL plans to acquire an international food company. It expects the deal to be finalized by 4Q16. It targets 2016 revenue to grow 10% backed by growth in online business. (Thun Hoon, 20/01/16) Comment: Well the EVP must be very happy because he has only talked about doing acquisitions for the past few years […]
Read More →ABC ABC has signed an MoU to rent a commercial building. It plans to use this area as an integrated services animal hospital. It plans to launch a Bt2.5bn condo on Sukhumvit 39. (Khao Hoon, 19/01/16) Comment: Whenever I’m reading news about this company my head begins to cock to the side like a dog […]
Read More →Notable Transactions Buy(s) THB 463 mn BA – And he continues to buy and buy and buy and buy SAM – Seems to be a trade between shareholders DCORP – A first time to see this name on the management buy list, perhaps worth a look. IFEC – Same as SAM, never cared for IFEC, […]
Read More →And the wonderful start to the year continues with only the service sector (mainly hospitals) holding the market up. Â For the first time in a few years yields (whether they be earnings or divvy’s) are beginning to look interesting…
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