Market research on Thai Stocks in the SET Index
BJCHI DPS Bt2.40; XD May 5, on net profit of Bt1.21bn, a 52.16% increase YoY. It expects no less than 15% revenue growth this year, booking Bt1.7bn from its current backlog of Bt2.3bn. It will soon bid for projects in Australia and South America and get results on its Brazil bid. (Khao Hoon, 26/02/14) Comment: […]
Read More →FY2013 numbers are coming out fast and furious over the past week, and I’ll show the results of a few co’s that are relevent to the news we read about Thailand today. So here are the facts about travellers, even though we’ve had protests and continuous negative news in the media, traveller numbers to AOT’s airports […]
Read More →BJCHI Roadshow end-Feb — BJCHI is preparing for a roadshow for big local institutional investors on 27-28 February 2014, after they expressed interest in its overseas business. It expects to get a project of Bt2bn in Australia. Its current backlog is Bt5bn with gross margin of 40%. It will pay a DPS of Bt2.2. (Khao […]
Read More →Notable Transactions Buy(s) THB 7.7 mn n/a Sell(s) THB 156 mn ITD -Â A total of THB 145 mn sold off by management owners, interestingly NWR and SRICHA (both construction related firms) also had management sells
Read More →ADVANC TOT eyes new revenue from AIS pact – TOT Plc expects to earn revenue of at least Bt800mn a year from its network rental service once the state telecom enters a partnership with mobile leader Advanced Info Service (AIS). TOT chief executive Yongyuth Wattanasin said a one-year memorandum of understanding between the two parties […]
Read More →ADVANC PDRC targets AIS in anti-Shinawatra bid- The People’s Democratic Reform Committee (PDRC) kicked off its campaign yesterday targeting businesses believed to be owned by the Shinawatra family. PDRC leader Suthep Thaugsuban announced at a Silom Road rally it was necessary to “destroy” the Shinawatras’ funding sources and the group targeted Advanced Info Service (AIS), […]
Read More →Huh what? Thats news to me, ADVANC and INTUCH still belong to the Shinawatra family? Really? Wait a minute, wasn’t it when Thaksin sold his shares to the Singaporean investment Group that the yellow shirts first begun their hissy fit? Ok so just to debunk this silly story Here are ADVANC’s top shareholders So INTUCH […]
Read More →AAV Political turbulence delays Thai AirAsia X inaugural flight –Thai AirAsia X, the country’s first medium- and long-haul low-cost carrier, has delayed the launch of its inaugural flight from the current quarter to later this year, because the skies are not clear enough due to the ongoing political tension. (The Nation, 20/02/2014) Comments: The entire […]
Read More →AOT AoT denies plan to buy govt bonds – AoT denied yesterday it is planning to spend its surplus liquidity on government bonds to help the administration raise funds to pay farmers under the rice-pledging scheme. (Bangkok Post, 19/02/14) Comment: Rumours rumours all around which government agency is going to help supply funds. We highly […]
Read More →CGD CGD going ahead with its 36 rai Landmark Waterfront project located close to the Chaopraya river. It is ready to open the showroom for this luxury condominium after the go-ahead from Exim Bank, which has approved a loan for the Bt15bn project. CGD will use Beijing Construction Engineering Group as contractor. (Khao Hoon, 18/02/14) […]
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