Tag: bec

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Stocks in the news (advanc, aot, banpu, bec, jas, kbank, makro, mk, noble, preb, pttep, sanko, sat, sgp, stpi, ticon, tog) 10.09.14

ADVANC Board approves Bt4.6bn for fixed broadband investment. Management reports that demand for internet has risen to 6.8mn households. It believes in its network coverage and targets 80,000 clients in the first year. (Thun Hoon, 10/09/14) AOT AoT hosts ASEAN airports forum – Leaders of Southeast Asian airport authorities will congregate in Phuket today and […]

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BEC and NBTC fighting it out

There’s been a lot of brouhaha in the news between the National Broadcasting and Telecommunications Commission (NBTC) and BEC, the owner and operator of CH3. Now yesterday the NBTC announced that satellite and cable TV operators must not broadcast BEC’s analog TV channel as it is no longer a free-TV channel in Thailand and that this ban […]

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Stocks in the news (ajp, apure, bec, bland, centel, jubile, ldc, pf, salee, smm, uac) 04.09.14

AJP AJP partnering with “MIC Broadcast” to develop 8 satellite channels. AJP said that five of the channels are expected to go on air this year. This will help raise revenue and margins. Revenue is expected to start flowing in 4Q14. It said it is looking for more partnerships. (Kao Hoon, 04/11/14) APURE APURE gets […]

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Stocks in the news (anan, bbl, bch, bec, chow, cnt, jas, ldc, pae, ptt, richy, rs, scc, global, svi, ticon, tmb, true, tsth, tvd) 02.09.14

ANAN ANAN expects 3Q14 earnings to be in the black from 3Q13 net loss of Bt96mn on booking revenue from a condo. The company is launching a new project worth Bt14.5bn, pushing backlog up from Bt17.5bn and generating revenue until 2016. It expects to reach its revenue target of Bt9bn as there is overwhelming demand. (Thun […]

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Stocks in the news (banpu, bec, demco, ea, earth, epco, grammy, hemraj, ivl, jas, ldc, ratch, siri, spali, thai, tta, tuf, uac) 15.08.14

BANPU BANPU reports 90% of Hongsa power plant has been completed. It expects the plant to start running in mid-2015. The company is also ready to invest in a solar farm project in Japan and expects a conclusion by the end of the year. It targets coal sales this year of 48mn tons and expects […]

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Stocks in the news (apco, bec, eureka, grand, gunkul, intuch, ps, pttgc, sappe, sawad, spcg, takuni, thai, thcom, thai, thcom, tog, tta, wha) 14.08.14

APCO APCO to do a PO of 28mn shares. The proceeds will be used to develop BIM Healthcare this year. It also plans to move to the SET early next year. It is confident that net profit this year will grow no less than 60%. (Kao Hoon, 14/08/14) Comment: With such a performance i too […]

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My thoughts on GMM, BEC, CRANE, UAC, SPCG, TRUE

Been a bit quiet here because I’ve had multiple co visits in this week and I’ll share some quick n dirty thoughts on the aforementioned names GMM They swap the pay TV company to CTH in exchange for shares in CTH, the reasons for this are: PayTV was losing them 200 mil baht a month Digital […]

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Stocks in the news (amata, aot, bcp, bec, cimbt, eason, maco, rs, samart, siri, solar, vih) 03.07.14

AMATA AMATA sees signs of resumption of foreign investment in Thailand due to easing of the political situation and approvals by the BoI, expected to appeal to European, American, and Chinese investors. It is negotiating to buy 700-800 rai in Amata Nakorn and Amata City industrial estates. It is also waiting for a new government […]

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Stocks in the news (ajd, bec, bkd, ktb, ocean, scc, spcg, tae, thai, tsr, vibha) 02.06.14

AJD AJD maintains triple revenue growth in 2014. It is confident it will be in the black in 2Q14 with higher revenue supported by seasonality. It will book revenue from set top box sales in 3Q14 and is aiming to do a joint venture with a Chinese company to access the game market this quarter. […]

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Stocks in the news (age, aie, apco, bec, cpf, ilink, noble, ptt, qlt, tvd, twz) 28.05.14

AGE AGE plans to generate 100MW from biomass power plant in 5 years. It expects to invest Bt7bn. Although revenue from the electricity business will be lower than from the coal business, net profit is expected to be similar. (Khao Hoon, 28/05/14) Comment: Well they are going to have to raise debt to quite high […]

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