Category: Stocks

Market research on Thai Stocks in the SET Index

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Stocks in the news (abc, aqua, bh, cei, cpall, makro, dtc, ecf, fpi, ifec, kce, ktc, ml, mlink, planb, pps, pt, richy, rojna, sc, tae, thani, tisco, tkt, uac, utp) 18.02.15

ABC ABC set revenue target for 2015 at Bt800mn, focusing on five new concerts. The company plans to add more alliances with 3-4 credit card issuers, which it expects to conclude by mid-2015. The major shareholder intends to reduce his holding from 76% to not less than 50%. (Khao Hoon, 18/02/15) Comment: Not a bad […]

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Stocks in the news (bts, ea, eastw, epg, gl, hft, ichi, jas, lit, mlink, ndr, planb, pps, ptt, pttgc, qh, rcl, sgp, singer, trc, tvd) 17.02.15

BTS BTS too book ~Bt1.5bn revenue from NPARK if NPARK sells the 20 rai of land at Onnut with market value of Bt3.2-4.0bn to an international school. It hopes to book the gain in 2Q15. (Khao Hoon, 17/2/15) EA EA to start commercial operations of its 90MW-solar farm in Lampang today. This new solar farm […]

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Stocks in the news (advanc, ap, aot, apcs, bbl, brock, btc, cpall, cfresh, eforl, fsmart, grammy, intuch, jasif, mtls, s11, scc, sf, smpc, tcmc, tse, uniq, vpo) 16.02.15

ADVANC Joining with THCOM to provide service to drilling rigs — ADVANC is joining with THCOM to be the first operator to expand a mobile network to drilling rigs in the Gulf of Thailand, using satellite technology. (Khao Hoon, 16/2/15) AP AP condo wins case. AP set to continue construction and sales activities for its […]

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Management Trades 09/02 – 13/02

Notable Transactions Buy(s) THB 6bn BTS – This is a share swap between father and son IFEC – I think this is party a share swap as well SYNTEC – This “mid size” construction co continues to grow in terms of backlog RS – Despite the firm selling its treasury shares, the owner continues to […]

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Co Visit: Diamond Building Products Plc (DRT)

Diamond Building Products Plc (DRT) is a manufacturer and distributor of roofing products, fibre cement board and artificial wood products including siding, eaves, fences and flooring under the Diamond, Adamas and Jearanai trade names. Satid Sudbuntad, director and deputy managing director, discusses the company’s strategy and outlook.  What is DRT’s business model? DRT is among […]

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Stocks in the news (asp, bch, bts, cimb, cpf, dtac, ea, gfpt, ktb, lpn, mcot, mdx, syntec, ticon) 13.02.15

ASP New Europe trigger fund — Asset Plus Asset Management expects a rebound in European stock markets and is launching a Europe trigger fund with an expected return of 16% over MSCI Europe Index. Its ASP-Europe Value Fund will accumulate more European stocks. (Khao Hoon, 13/2/15) Comment: Why Thai retail investors love Trigger Funds I […]

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Stocks in the news (aie, css, delta, ea, jas, lhbank, mfec, mk, ndr, pace, pae, rich, rs, sawad, synex, thai, true, tse, ttcl, ums, wha) 12.02.15

AIE AIE says it will conclude a business cooperation agreement with a new partner by 3Q15. (Khao Hoon, 12/2/15) CSS CSS talking with board to split par to Bt0.10. Its energy business is doing very well, thanks to a good partner, Prime, which holds a PPA for 200MW solar energy in Japan plus several projects […]

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Stocks in the news (Aot, cpf, dtac, grammy, hemraj, mcot, mint, nbc, pace, pf, ptt, scp, dcon, symc, trc, true) 11.02.15

AOT U-Tapao to be developed for commercial use — The Transportation Ministry says that Airportd of Thailand (AOT) and U-Tapao airport will coordinate to develop U-Tapao airport for commercial aircraft and passengers. Currently, U-Tapao airport serves only charter flights with passengers at 100K/year, far below its capacity at 800K/year. They plan to sign an MoU […]

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Stocks in the news (ap, bgh, bts, ccp, csl, ci, fpi, lhbank, lpn, mbket, mill, ps, rci, smart, world) 10.02.15

AP AP to launch new projects with confidence in the recovery of consumer purchasing power. The company plans to launch 24 new projects worth Bt40bn, focusing on condominium projects along mass transit lines. (Post Today, 10/02/15) Comment: ANAN has started to take market share away from AP in terms of projects around the Mass transit […]

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