Market research on Thai Stocks in the SET Index
Looks like the bidding begins by Sept ’14, ADVANC and DTAC are in good financial shape to be able to pay for this, TRUE has launched its TRUEGIF but it’s still bleeding cash from its marketing campaigns, at the end of the day ADVANC is still going to be the market leader. True Move and […]
Read More →Overall management trades in the past week have been low yet again, are people still on holiday or do they still not see value? Notable Transactions Buy(s) THB 51 mn RS – The director buys THB 24mn Sell(s) THB 1.7mn N/a
Read More →CPF CPF has high-tech food productionwhich can produce safe food and none of its chicken farms have been found to have bird flu. It is ready to focus on exports. (Khao Hoon, 20/1/14) Comment : CPF has been in the news often recently DCC DCC will pay dividend at 100% of net profit (Bt0.95/)after it […]
Read More →Christiani & Nielsen (Thai) Plc (CNT) is a listed construction company operating in Thailand for 82 years, with more than 1,500 projects. Managing director Khushroo Kali Wadia discusses the company’s strategy and outlook. What is CNT’s business model? We are a pure construction company offering a wide range of services including the design and construction […]
Read More →AMATA Setting up REIT — AMATA’s board has given the green light for the company to set up a REIT worth Bt4.750bn. AMATA aims to inject 76 factories with a total leasable area of 136,434.52 sqm, along with 12 new factories with 24.144 sqm that is currently under construction. (Khao Hoon, 17/01/14) Comment: Finally AMATA […]
Read More →AOT Passengers down in January. AOT reports that January 13 saw a drop in passengers at Suvarnabhumi to 133,000 or 12.6% from January 12, with the average for January 1-12 at 152,000. On January 14, passengers declined 15% from the average to 129,000.(Post Today, 16/01/14) Comment: a 15% decline thankfully isn’t the end of the […]
Read More →BCH Unaffected — BCH says it has not suffered from the political situation, though protesters are located near its hospitals. Most foreign clients are residing in Thailand and thus not in the group of foreign cancellations. It aims revenue growth of more than 10% YoY. (Khao Hoon, 15/1/14) Comment: BCH may be unaffected, but its […]
Read More →BMCL BMCL aims at 2014 passenger growth of 10% YoY supported by new properties at Ratchada. The political situation does not impact operations but supports passenger growth because people avoid driving. (Khao Hoon, 14/1/14) EPCO EPCO to build a 23MW solar cell plant worth Bt194.40 in Japan. It targets total capacity to reach 100MW by […]
Read More →AP TRIS has rated AP’s Bt1.5bn debenture at A- reflecting strong business position, many varieties of product line, and backlog which supports revenue in the future. (Khao Hoon, 13/1/14) Comment: Had a good discussion with friends about AP, they seem to be limited on the management side to constantly expand their business and thus the […]
Read More →Notable transactions Very quiet week in terms of transactions by owners/directors Buy(s) THB 29mn n/a Sell(s) THB 53.5mn IFEC – Most likely a continuation of the block sale
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