Market research on Thai Stocks in the SET Index
AMATA - New strategy will slow growth — AMATA said that revenues and profits this year are expected to slow due to a new business strategy, which focuses on long-term leases on land of up to 30 years instead of selling the land. The company hopes to hold on to its assets for the long term […]
Read More →Notable Transactions Buy(s): THB 82.9 mn NMG – The stock has been doing well for the past year, so its interesting to see the vice chairman accumulate shares Sell(s): THB 326.7 mn SPCG – A director decides to take some profit HYDRO – Huge sale of THB 134 mn by the Managing Director KBS – […]
Read More →BCH Rating affirmed — TRIS Rating affirms the company rating of Bangkok Chain Hospital PLC (BCH) at “Aâ€â€. At the same time, TRIS Rating assigns a rating of “Aâ€â€œ to BCH’s proposed issue of up to Bt1.8bn in senior debentures. (TRIS Rating, 10/01/13) BTS Infrastructure fund unrelated to disputed BTS contract, BTS says — BTS […]
Read More →Applications for Board of Investment (BoI) privileges in 2012 topped 1.46 trillion baht, the highest ever, Industry Minister Prasert Boonchaisuk said on Thursday. The number of projects rose from 2011 by 29.7%, while investment worth was up 131%. These investment projects would create an estimated 348,866 jobs, the minister said. Â Source: Bangkok Post Booyah! This […]
Read More →Want to know know why there has been massive volume in the market over the past week? Temasek Holdings Pte and its partners sold 20.9 billion baht ($687 million) of Shin Corp. (INTUCH) shares, paring its stake in the company that controls the biggest Thai mobile-phone operator. Singapore’s state-owned investment company and its partners in […]
Read More →EARTH 2012 revenue poised to hit Bt10bn —2012 revenue may reach Bt10bn and it is confident that 2013 will continue to show growth with revenue growth of 40-50% and a gross margin of up to 20%. The coal mine in Myanmar will begin operations in 1Q13. (Khao Hoon, 10/01/13) Comment: Remarkable turnaroud for this company […]
Read More →BBL BBL funds CTH with Bt4-bn loan deal, expects strong growth in lending demand from fast-developing sector — Bangkok Bank, which yesterday signed a Bt14bn loan agreement with Cable Thai Holding (CTH), is confident that lending demand from the cable- and satellite-television sector will now begin to flourish due to the development of broadband services. […]
Read More →Notable Transactions: Buy(s): THB 69 mn SIRI – Same story as for the past 6 months here VIBHA – There must be a story here as the same two individuals switched out of CMR into VIBHA Sell(s): THB 36 mn CMR – See above
Read More →AOT – Passenger numbers grow 12% in 2012 — AOT reports that the number of passengers in 2012 have grew 12% to 74mn, with the number of international passengers increasing to 46mn, pushing the number of flights to 490,000. (Khao Hoon, 07/01/13) Comment: Tourism tourism tourism, AOT always had been a cheap stock, if only […]
Read More →CPALL –  Targets 13% sales growth in 2013 — CPALL targets 13% sales growth for 2013 and plans to add 550 more branches to achieve a total of 7,300 branches by the end of this year. In addition, the company plans to open one more distribution center in Samut Sakhon province this year. (Khao Hoon, […]
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