Market research on Thai Stocks in the SET Index
ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]
Read More →Notable Transactions Buy(s) THB 151 mn RS – The owner continues to buy back a substantial number of shares in his co, on the flipside they are selling treasury shares in the market during this year. Sell(s) THB 69 mn N/A
Read More →Industry leader HomePro builds on solid foundations Home Product Center Plc (HMPRO), established in 1995 and listed on the SET since October 2001, is the largest home improvement retailer in Thailand, with 69 branches nationwide. Khunawut Thumpomkul, director, executive director and managing director, discusses the company’s strategy and outlook. HomePro is continually improving staff skills, […]
Read More →ADVANC ADVANC announced the dividend payment in 2H15 Bt5.96/share, raising the full year dividend to Bt12/share. This year, it targets revenue growth of 3-4%. It has budget of Bt40bn to expand 3G, fiber optic and broadband. (Kao hoon, 6/2/15) CRANE CRANE will propose board to pay dividend more than 50% within 1Q15, following from the […]
Read More →AMATA AMATA continues to invest in Vietnam via subsidiary AMATAVN, to develop an industrial park called Long Thanh. It believes this investment will support revenue growth for the company for many years to come. The firm also plans to list AMATAVN this year. (Thun Hoon, 05/02/15) Comment: As I’ve said for the a while, AMATA […]
Read More →Here are the key facts: Investment projects approved last year by the Board of Investment (BoI) hit a 50-year high The BoI approved 3,469 investment projects worth 2.19 trillion baht in 2014, surging 73% in terms of project numbers and 117% in terms of value. In 2013, it approved 2,347 projects worth 1.11 trillion baht. […]
Read More →AAV‎ AAV expects no significant impact from the recent oil price rebound although the fuel cost is 35% of total cost. The company already hedged 50% of fuel use for the next six months which is more than the hedging position policy of 30%. (Post Today, 04/02/15) AAV announces resignation of Mr. Porn-anan Kerdprasert, the Chief Financial […]
Read More →BAY Bank of Ayudhya launches new corporate credit, aiming at three key businesses, i.e. car dealers, tire dealers and electrical appliance dealers. The key selling point is to waive collateral and give a high credit line to accommodate the value chain of the businesses. (Thun Hoon, 03/02/15) BTS/AEONTS BTS joins with AEONTS to launch joint […]
Read More →The MAI has been a hot performer for the past 18 months and as a result of this several companies are going to make the jump from the MAI to the SET. Here are the key points: Ten MAI-listed companies have met the criteria to upgrade to a listing on the Stock Exchange of Thailand, […]
Read More →AP AP is confident to achieve revenue of Bt22bn for 2014 vs. Bt17.13bn in 9M14, as a result of a recovering economy and rising consumer purchasing power, particularly landed properties. (Kao Hoon, 2/02/15) Comment: The revenue growth is misleading because they have multiple JV projects, thus not all the recognised revenue %’s go straight to […]
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