Market research on Thai Stocks in the SET Index
APCO APCO to do a PO of 28mn shares. The proceeds will be used to develop BIM Healthcare this year. It also plans to move to the SET early next year. It is confident that net profit this year will grow no less than 60%. (Kao Hoon, 14/08/14) Comment: With such a performance i too […]
Read More →With its latest acquisition into TH and AQUA, following on from its acquisition of a stake in MACO, VGI looks like it now has a strong grasp on the OOH advertising market Sources: Company Announcements
Read More →A nice little op-ed on one of the positive aspects of having the military dictate things. Within 72 hours of taking control, soldiers were on the holiday island, bearing promises to save the beaches and berate the administrators accused of contributing to the island’s simultaneous ride and slide towards increased popularity and ruin. Phuket before […]
Read More →BA Bangkok Airways expects to list on the stock exchange within 2014. It aims at an IPO of more than Bt10bn to set up a new aircraft maintenance factory at Suvarnabhumi airport, buy aircraft, and improve Samui airport. (Kao Hoon, 13/08/14) Comment: Their flights to and from Samui were consistently full every time I’ve gone there, as […]
Read More →Having just spent the long weekend in Samui a few things crossed my mind (other than just the sand & the beach), the island was buzzing and yet still peaceful, were hotels still performing alright? Are there plenty of travelers? How many more hotels are building here? And..whats the best direct play on this place? […]
Read More →Notable Transactions: Buy(s) THB 343 mn GRAMMY – The owner does a trade SUPER – Another backdoor listing, that is related to the solar plant industry Sell(s) THB 340 mn GRAMMY – See above TPIPL – Same as last week, TPIPL share’s have been rising strongly on the back of capacity expansion
Read More →‎Several companies (in fact all!) have been releasing their earnings over the past week, one that caught my eye was HomePro (HMPRO) for a few reasons: Same store sales still grew @ 6.5% in 2Q14 and +5.3% for 2H14 They will continue to expand throughout Thailand & Malaysia An upcoming dividend & potential REIT To […]
Read More →AAV TAAX plots aggressive expansion – Thai AirAsia X (TAAX) is charting a lofty growth plan that it hopes will put the airline at the forefront of the medium- and long-haul low-cost segment it pioneered in Thailand. Ramping up its passenger volume to 1mn by 2016, expanding the fleet to include a newly unveiled version […]
Read More →CGS CGS cuts market share target for brokerage to 3% from 3.5% after the resignation of its marketing team. It is ready to become a holding company in October, and is interested in energy and telecommunication businesses. (Kao Hoon, 07/08/14) Comment: As is always the case, whenever a new brokerage firm pops up, brokers move around and […]
Read More →Notable Transactions Note: All transactions highlighted are above THB 20 mn in value Buy(s) THB 2.2 bn MC – Basically a swap of shareholding between husband and wife CGD – They have the news of their massive property projects going ahead, plus a potential REIT in the future. PICNI – CP Group buying into Picni? […]
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