BANPU | ThaiCapitalist

Feb26 4

ANAN ANAN targets 2016 revenue to reach Bt11bn backed by Bt37.2bn backlog. It plans to launch 12 projects, valued at Bt22bn. (Thun Hoon, 26/02/16) Comment: Seems to be rather conservative estimates coming out from the management team given their backlog, lets see how things unfold during the year BANPU BANPU expects net profit to return […]

Feb24 0

AJD AJD is studying investment in logistic business. It expects 2016 performance to be good on the back of its Top-Up business. (Thun Hoon, 23/02/16) Comment: No comment, tired of the rubbish coming out of this firm. ARROW ARROW reported net profit of Bt245.2mn, growth of 65.24%, supported by decrease in raw materials cost. The […]

Feb01 0

Notable Transactions Buy(s) THB 175 mn BEC – Ohhhh and now they’re back into buying shares – or is just a switch between family members? BANPU – It’s not often that we see anyone buying shares here. A bottom forming perhaps for BANPU? It has been a dog of the SET for years…. Sell(s) THB […]

Dec14 0

AQUA AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15) Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh! BANPU BANPU plans to restructure its business with a focus on power. It expects to increase capacity […]

Nov13 1

ACAP ACAP targets net profit growth of Bt120mn after several years of net. It is ready to enter into debt restructuring like SAWAD. (Khao Hoon, 12/11/15) Comment: Ahhhhh is that what the new shareholders in ACAP are planning to do? Well then they are going up against SAWAD and JMT BANPU BANPU reported 3Q15 net […]

Sep09 3

BANPU BANPU plans to list subsidiary Banpu Power (BPP) on the SET in 1Q16. It targets an increase in electricity capacity from 1,878MW to 2,700MW to 4,000MW in the long term. (Khao Hoon, 09/09/15) Comment: This should change the value proposition in BANPU dramatically. BROCK BROCK is talking to three prospective partners to invest in […]

Aug17 0

BANPU BANPU plans to boost sales in 2H15 and expects average coal price of around US$59 per ton. The company plans to expand its power business abroad with the aim of increasing its generating capacity to 4,000MW by 2020. (Khao Hoon, 17/08/15) Comment: The only thing we are all waiting for is it’s power IPO […]

Jul31 0

ADVANC ADVANC has launched a campaign “AIS the startup 2015”. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]

Jun23 0

BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]

Apr07 0

AUCT AUCT revealed that it is studying the business potential abroad. If it is feasible it will begin the business by early 2016 and expects this could contribute 10% to its revenue. Management expects 1Q15 performance TO be strong with revenue growth of 20-40% YoY in 2015. (Thun Hoon, 07/04/15) Comment: Still my biggest regret […]

ThaiCapitalist

Insights into the SET Index & Thai Stocks

Tag: BANPU

Stocks in the news (anan, banpu, bcp, bjchi, bwg, epco, forth, fpi, gunkul, ircp, k, l&e, maco, ndr, nok, rs, samart, sawad, tcj, tfd, tkn, tmi, trc, tvt, ubis, wha) 26.02.16

Stocks in the news (ajd, arrow, banpu, bcp, big, bkd, com7, delta, ilink, itd, ivl, mtls, pdi, pk, plat, ptt, ratch, robins, sci, takuni, tk, ttw, uniq) 23.02.16

Management Trades 25/01 – 29/01

Stocks in the news (aqua, banpu, bgt, demco, earth, eastw, eforl, epg, gunkul, ratch, sithai, takuni, ticon, ttcl, tu) 14.12.15

Stocks in the news (acap, banpu, bjchi, cpall, css, ea, fsmart, kbank, kce, ptt, rp, sawad, scn, sim, sim, sr, tcc, thai) 12.11.15

Stocks in the news (banpu, brock, bsm, dcon, dtac, fire, gl, pjw, s, scc, scn, spa, t, takuni, ticon, tndt, tuf, umi) 09.08.15

Stocks in the news (banpu, beauty, chow, demco, ichi, ktc, ps, mcs, ptg, sc, siri, tasco) 17.08.15

Stocks in the news (advanc, age, banpu, cth, delta, eastw, estar, ifec, intuch, jsp, kcm, ktc, mint, ncl, scc, sccc, trc, tsr, tta, ukem, wha, world) 31.07.15

Stocks in the news (banpu, bbl, bh, centel, dtac, emc, jubile, perm, phol, ps, super, tse, ureka, vng) 22.06.15

Stocks in the news (auct, banpu, cpf, dtac, ea, emc, genco, ifec, irpc, ivl, jmt, kbank, kcm, match, nusa, pf, planb, pstc, samco, saad, tgpro, tsf) 07.04.15