Category: Stocks

Market research on Thai Stocks in the SET Index

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Stocks in the news (advanc, aot, bkd, bjchi, ccp, chg, cho, dtac, ecf, gunkul, ilink, maco, mint, super, svi, tgci, tpch, tvd, tvt, uac) 30.06.15

ADVANC ADVANC is the number 1 candidate for 4G auction. It expects 2Q15 earnings of Bt9.2bn (9% growth). ADVANC is a high dividend stock compared to its peers. (Thun Hoon, 30/06/15) Comment: ADVANC needs the 4G spectrum more than any other operator out there.  AOT AOT is budgeting Bt13-14bn to developing Suvarnabhumi and Don Mueng airports […]

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Stocks in the news (bgt, brr, cpall, css, demco, ecf, estart, jmit, loxley, occ, polar, pylon, samart, top, tsr, uniq, utp) 29.06.15

BGT BGT targets gross margin of 40% backed by implementing cost control and introducing new products. 2Q15 profit is expected to be good. It expects 10% revenue growth this year. It plans to expand abroad. (Thun Hoon, 29/06/15) Comment: I’ve always thought they knew how to run a good retail business, but the numbers haven’t […]

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Management Trades 22/06 – 26/06

Notable Transactions Buy(s) THB 451 mn POST – So he’s gone ahead and acquired up to 25% of POST b/c he says he believes in the future and the business today. PF – I still fear a future capital increase by Property Perfect. BA –  And he continues to buy more and more shares. Sell(s) […]

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WEH saga is solved!

WEH has followed the typical Thai drama show story line for the past 12 months with the major shareholder, Nopporn Suppipat, having an arrest warrant issued for him and the SEC blocking their supposed IPO and hurting DEMCO’s short term share performance (hence the only reason for posting this). Now there is a new shareholder […]

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Stocks in the news (ajp, apcs, big, btc, bts, cho, cpl, demco, forth, fvc, grammy, kpn, lit, match, mtls, nwr, pae, pap, ps, rwi, sawad, seafco, spi, true, upa) 26.06.15

AJP AJP plans to launch new TV program on free TV after getting a three-year license for an international sports program. It expects to complete the deal for a waste power plant project at the end of June. It believes it will show a net profit this year, backed by this project. (Thun Hoon, 26/06/15) […]

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Stocks in the news (advanc, amata, becl, bmcl, fsmart, beauty, hft, ilink, irpc, lanna, lh, loxley, ml, ple, ptg, ptt, ratch, qh, synex, ttw, wave, work) 25.06.15

ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]

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Stocks in the news (aav, aira, amata, anan, bay, cfresh, ck, gunkul, intuch, ivl, jas, ktc, rci, seafco, smt, tuf) 24.06.15

AAV Management is confident there is no impact from ICAO. There is no suspension for any AAV scheduled flights with regards to the ICAO issue. (Thun Hoon, 24/06/15) Comment: AAV’s core growth market is China, as long as China is ok then it doesn’t matter what ICAO says. AIRA AIRA shareholders approved raising capital by 3,160 […]

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Stocks in the news (beauty, cgs, fpi, gfpt, match, mc, mk, pca, ppp, prin, rojna, rs, sam, spa, tipco, tta, upa) 23.06.15

BEAUTY BEAUTY targets to maintain gross margin of 69%. It plans to introduce a new product in 3Q15. 2H15 is expected to be good thanks to seasonality. The plan to set up a distributor in Indonesia is expected to be finalized in 3Q15. It expects Bt1.7bn revenue from abroad this year. (Thun Hoon, 23/06/15) Comment: […]

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Stocks in the news (banpu, bbl, bh, centel, dtac, emc, jubile, perm, phol, ps, super, tse, ureka, vng) 22.06.15

BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]

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