Market research on Thai Stocks in the SET Index
Notable Transactions Buy(s) Â THB 91 mn GUNKUL – The assistant MD buys THB 51 mn worth of shares, a week before 2Q #’s are announced..(just out and earnings were up 70% YoY on a Q basis, however 50% down on 1H comp) IFEC – The “spouse” of the CEO is dumping warrants and buying shares, […]
Read More →AKR AKR is seeing demand recovery. It expects 2Q15 profit to be positive backed by revenue recognition. It expects 3Q15 earnings to mark a record high. It is ready for an upcoming bid for the MEA valued at Bt2bn. It expects 2015 revenue will hit target growth of 10% aided by huge orders for solar […]
Read More →AJP AJP will change its name to DCORP and plans to invest in the power business. It plans to go to China to study a project that it wants to operate in Thailand. (Khao Hoon, 06/08/15) ANAN ANAN plans to launch seven condominiums valued at Bt20.3bn in 2H15. 1H15 presales reached Bt12.5bn (+227%). It is […]
Read More →BEAUTY BEAUTY wound up a road show in London and Edinburgh and response was better than it had expected. It expects 2005 revenue to be higher than Bt1.7bn (20%b growth), benefitting from more stores and new products. (Khao Hoon, 05/08/15) CHO CHO expects to sign a contract for 489 NGV buses with BMTA on Aug 17 after […]
Read More →Notable Transactions Buy(s) – THB 2.7 bn TTA, SAMART, BA, TIW, TRC, A, PACE, MK, SPALI, TVO Sell(s) – THB 1.5 bn COL, SAMART, ACD, PTG, NDR, IHL, BSM, TPOLY, ROCK Note: Transactions shown are > THB 5 mn
Read More →ADVANC ADVANC reported 2Q15 net profit of Bt9.8bn (16% growth) backed by higher service revenue and mobile phone sales. It will pay a dividend of Bt6.5/share, XD on Aug 11. It revised down 2015 target growth from 3-4% to 3%. (Khao Hoon, 04/08/15) AJD AJD is talking to prospective Chinese partner (Alibaba) to invest in […]
Read More →ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]
Read More →Notable transactions Buy(s) THB 298 mn TIW – The CEO buys a substantial number of shares ~3% of outstanding shares TRC – The Chairman buys a substantial number of warrants of TRC, good to see that management backs this expansion into Potash mining PACE – Will the Dean & Deluca deal pay dividends? The owner […]
Read More →Complete market coverage the key for Erawan The Erawan Group Plc (ERW) operates more than 5,000 hotel rooms ranging from budget to luxury, and aims to become Thailand’s leading hotel developer and investor. President Kamonwan Wipulakorn discusses the company’s strategy and outlook. Please explain Erawan’s business model. Erawan operates in the hotel industry and focuses […]
Read More →ADVANC ADVANC has launched a campaign “AIS the startup 2015â€. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]
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