Market research on Thai Stocks in the SET Index
AUCT AUCT will focus on urban areas in the east next year and is preparing to expand its line of business to boost revenue. (Khao Hoon, 26/11/15) Comment: Still a wonderful asset-light business model, but don’t care much for its valuation at the moment CSS CSS expects to have 2015 revenue of Bt4.8bn and get […]
Read More →ADVANC Advanced Wireless Network (AWN) paid Bt20.493 billion to the National Broadcasting and Telecommunications Commission (NBTC) yesterday as the first installment of the 1,800MHz license upfront fee. (Khao Hoon, 25/11/15) Comment: And TRUE hadn’t paid their first part yet. Surprised much? Eyes are now fully focused on the remaining 900 MHz that should be up […]
Read More →The continued saga regarding the slave labour utilised by yet to be mentioned Thai firms is continuing to pick up in the news with Nestle recently stating that yes there were obvious signs of human rights abuse Nestle, among the biggest food companies in the world, launched the investigation in December after reports from news […]
Read More →ACAP ACAP reported 3Q15 net profit of Bt3.82mn backed by loan growth. It expects 2016 revenue to be good as it focuses on SME loans. It targets Bt600mn in SME loans in 2016. (Khao Hoon, 24/11/15) Comment: That is their existing business line, there were talks that it was going to expand into other businesses […]
Read More →ABC ABC plans to do M&A and acquisition. It is talking to acquire two property projects and expects the deal for one to be concluded this year. It plans to launch the Bt2.5bn ABC Residential condo. It plans to introduce a new service “E-Payment†in December. (Khao Hoon, 23/11/15) Comment: We are still confused about […]
Read More →Notable Transactions Buy(s) THB 396 mn BA – And he’s back to buying BA shares! RS – He continues to buy back shares left right and center WHA – This country is called amazing Thailand, and the thai stock market is no different, the reason for WHA’s decline was because of rumours that a major […]
Read More →BTC BTC has budgeted Bt105mn to invest in the logistics business. It expects to show a net profit this year. It is interested in investing in alternative energy. (Thun Hoon, 20/11/15) Comment: A logistics alternative investment firm, well why not. CENTEL CENTEL has budgeted Bt2bn to invest in hotel and food businesses. It expects 4Q15 […]
Read More →Cho Thavee thrives on innovation and one-stop service Cho Thavee Dollasien Plc (CHO), a maker of truck and trailer bodies and components and special transport products, listed on the Market for Alternative Investment in May 2013. Suradech Taweesaengsakulthai, president and chief executive, discusses the company’s strategy and outlook. Please explain Cho Thavee’s history and business […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15) BJCHI BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn […]
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