Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →AOT Waiting for cabinet approval — AOT is waiting for cabinet approval of the backup runway project with Multi-Function Terminal with an investment budget of Bt48bn. The PM has confirmed that the government wants AOT to set up an infrastructure fund to help finance its projects. The company’s board meeting will be held on January […]
Read More →AKR AKR has set a revenues target this year of Bt4.2bn supported its transformer manufacturing and distributing and solar cell business. (Kao Hoon, 09/01/15) BKD BKD has set a revenues target growth of 20% this year supported by its backlog on hand of more than Bt2bn. It also expects to receive new government project worth […]
Read More →BKD BKD to book Bt400mn of current backlog in 4Q14. It is confident that revenue for the year will exceed its target of Bt1.1bn. It expects to know the bidding results of a new project worth Bt1bn this year. It has set a five-year plan targeting revenue growth of at least 20% per year. (Kao […]
Read More →ADVANC ADVANC targets revenue growth of 4-5% in 4Q14, from 3Q14 revenue of Bt29.382bm. For the year, it expects revenue from services to grow at its target rate of 1-2%. It said it is confident that bidding for 4G will start 3Q15. (Kao Hoon, 07/11/14) Comment: The key thing that most investors look at here […]
Read More →Notable Transactions Buy(s) THB 848 mn Sell(s) THB 3.8 bn
Read More →Notable Transactions Buy(s) THB 119mn IFEC – So this funny renewable energy company is actually worth something in the eyes of this Director RS – K. Surachai has been buying shares in RS non stop for the past 2 years SAM – The MD buys a relatively large stake (mkt cap is thb 2bn) in […]
Read More →AAV TAA flies Krabi-Guangzhou – Thai AirAsia (TAA) is strengthening its network in China with the launch of a new route aimed at the renewed surge in arrivals from the world’s most populous country. Thailand’s largest low-cost carrier will begin non-stop daily service connecting Krabi with the southern-Chinese economic hub of Guangzhou on Nov 6. […]
Read More →AGE AGE expects 2014 coal sales to hit target of 4mn tons, supported by strong demand from China. It expects revenue for the year to reach Bt7bn. Next year, it expects to start booking Bt60-70mn in revenue from its biomass power plant in Sukhothai. (Kao Hoon, 03/11/14) Comment: Nothing exciting happening here anymore. AKR Solar […]
Read More →AIT AIT said 2Q14 earnings were good – results will be out sometime this week. It expects to receive more government work in 3Q14. Management is confident that revenues this year will reach its target of Bt6.2bn supported by backlog of more than Bt5bn. It will also start booking revenues from its join venture business. (Kao Hoon, 04/08/14) […]
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