BAY
Japan company wins bid for BAY — Japan’s Mitsubishi UFJ Financial Group Inc won the BAY’s bid from GE Capital International Holding Corporation. BAY will announce the official result to the SET on Dec 26, 2012. (Khao Hoon, 24/12/12)
Comment: I can believe this story far more than any of the Malaysian bank rumours, however khao hoon doesn’t always have the best track record regarding rumours

BGH
Expansion plans — BGH plans to expand the number of its hospitals both in-country and abroad to 50 from its current 29 by 2015 to prepare for the opening of the AEC. It plans to expand into Cambodia and Myanmar and also plans to increase the percentage of foreign patients to support its profit. (Tun Hoon, 24/12/12)
Comment: this company has to keep expanding aggressively to maintain these valuations

CK

Gain from sale of TTW to push earnings up — CK will record Bt2.3bn extra income from selling 438.9mn TTW shares in 1Q13 to BECL at Bt7.55/share, pushing its earning up. (Khao Hoon, 24/12/12)
Comment: already mentioned it, ck’s price action has already recognised this event

DNA
Aiming to pay first dividend — DNA 2002 is preparing to propose its first dividend payment to its board in the first quarter of next year as management is confident in the company’s financial strength. The company’s dividend policy is to pay no less than 40% of its net profit. Revenue is expected to reach Bt1.5bn this year. (Khao Hoon, 24/12/12)

PTTEP
Seeking contractor for LNG plant — PTTEP is preparing to find a contractor to develop its liquefied natural gas (LNG) plant along with installing equipment and building gas pipelines off the cost after it finding more than 65 trillion cubic feet of recoverable natural gas in the offshore fields of Mozambique. (Tun Hoon, 24/12/12)