Market research on Thai Stocks in the SET Index
AP 2H13 to be good — AP expects second half performance to be strong and will book revenue of Bt10bn from its backlog of more than Bt30bn. It expects sales in 2H13 to reach Bt13bn. It has raised the number of project launches this year to 28, a total value of Bt32bn. (Khao Hoon, 11/09/13) […]
Read More →Notable Transactions Buy(s) THB 224 mn IECÂ – This is interesting, we’ve heard things are happening at IEC, just not sure what yet. NBC – Continunation of the play on digital TV SVI – K. Poe has essentially exchanged his shares from his offshore holding to under his name Sell(s) THB 16mn N/A
Read More →BGH Starts special promotion — BGH is to launch a “Perfect Diamond Young Fit Club†card targeting customers of over 60 years of age. It is confident that it will grow by 10% and confirms that it will open 10 new hospitals this year. (Khao Hoon, 10/09/13) Comment: A lot of investors have been disappointed […]
Read More →ABPIF Amata B.Grimm mulls Malaysia plant to feed South – Amata B.Grimm Power is considering building a coal-fired power plant in Malaysia to avoid a potential outcry over construction of such a plant in Thailand.(Bangkok Post, 09/09/13) CCP Growth continuing — CCP expects revenues to continue to grow for the sixth consecutive month on backlog […]
Read More →IRPC IRPC expects to return to profitability this year – Despite adverse impacts from the weak baht, IRPC expects to reap some profits this year as opposed to the loss it incurred last year, thanks to improved oil-refining rates amid an improving global economic situation and the rise of crude-oil prices, coupled with some expansion […]
Read More →BMCL -Â Purple Line deal agreed – BMCL expects construction of the Purple Line extension will be up and running 40 months from now, two years behind the original schedule of 2015. BMCL, which operates 20km of subway trains and 18 stations from Hua Lamphong to Bang Sue, yesterday signed a Bt82.6bn contract with the Mass […]
Read More →ABPIFÂ Amata B.Grimm sets IPO price – Amata B.Grimm Power Ltd, majority owned by the local trading conglomerate B.Grimm, has priced its Bt600mn IPO trust units of its infrastructure fund at an indicative range of 10.50 to 11 baht. The IPO is expected to generate up to Bt6.5bn to finance the company’s business expansion. The […]
Read More →BEAUTY Confident in target — BEAUTY is confident revenues will hit target growth of 30% and said that the economic slowdown will have no impact on its business, with sales in the second half expected to continue to grow, supported by the opening of new branches and launch of new products. The company expects to […]
Read More →The month of August was wooooooooooooooooo! Filled with news of tapering, slow down and what not, no sector of the market was safe although energy barely dropped @ -0.7% for the month. Worst hit? Tech.
Read More →Notable Transactions Buy(s) THB 311 mn GFM – Continued transaction between family members, why is this taking so long? NMG – The Vice Chairman continues to buy the shares, quite far bit again THB 84.3 mn PS – The owner takes advantage of the drop last week to buy in thb 50 mn Sell(s) THB […]
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