Market research on Thai Stocks in the SET Index
AAV AAV is confident that 2H14 will be in the black because of the calmer political climate. It expects 12.6mn passengers in 2014 and is preparing to take delivery of five new aircraft. (Tun Hoon, 10/07/14) Comment: Been saying for the past few months that AAV will be one of the next companies to improve. […]
Read More →I’ve had the pleasure of meeting Mr. Heinecke on two occasions and have been following MINT (its former ticker was RGR when I started working) and I’ve seen how MINT has grown and grown and grown to the point where Central Group mimic’s their business model with Centel, to the point where almost every Thai […]
Read More →BAY BAY keeps 7-9% loan growth aim – Bank of Ayudhya (BAY), the country’s fifth-largest lender by assets, is maintaining its lending growth target at 7-9% this year despite sentiment improving after the military coup ended the political impasse. The new signs have not had a clear impact on loan growth as it is the […]
Read More →AIRA 150%price surge on first day — On its first day of trading, AIRA’s share price surged by more than 150% to Bt1.88/share from its IPO price of Bt0.75/share. Management reaffirms that major shareholders will not sell their stake as they are in for the long term. (Khao Hoon, 08/07/14) Comment: As expected, small IPO […]
Read More →ADVANC Expects 33mn 3G users this year — ADVANC says it expects its 3G clients to reach 33mn in 2014. Its vision is to make the company the “Digital Life Service Provider†within three years. It will continue expanding its digital content business and expand base stations to reach 20,000 this year. It also said […]
Read More →A rare week, no management transactions above THB 20 mn, is everyone on a wait and see mode? Notable Transactions Buy(s) THB 25.8 mn N/A Sell(s) THB 23.9 mn N/A
Read More →These are the latest transactions (Above THB 20mn) for the month of June 2014 Total Buy(s) THB 1 bn Total Sell(s) THB 3.3 bn
Read More →Chu Kai lifts its way to growth in competitive construction industry Chu Kai Plc (CRANE), which entered the Market for Alternative Investment in February 2008, intends to be the leading logistics service operator specialising in and transporting machinery and equipment in Southeast Asia. Chief financial officer Chamnan Ngampojanavong discusses the company’s strategy and outlook. What […]
Read More →ADVANC Newly installed AIS chief vows 4G fight – Speeding up acquisition of spectrum bandwidth is the biggest challenge facing the new boss of Advanced Info Service (AIS) as the company battles to maintain its status as the country’s biggest mobile operator. (Bangkok Post, 04/07/14) AQUA AQUA says profit grew in 2Q14. It said that […]
Read More →AMATA AMATA sees signs of resumption of foreign investment in Thailand due to easing of the political situation and approvals by the BoI, expected to appeal to European, American, and Chinese investors. It is negotiating to buy 700-800 rai in Amata Nakorn and Amata City industrial estates. It is also waiting for a new government […]
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