Management Trades – June ’14
These are the latest transactions (Above THB 20mn) for the month of June 2014 Total Buy(s) THB 1 bn Total Sell(s) THB 3.3 bn
Read More →Tag: bts
Stocks in the news (acd, bcp, bts, ccp, ck, delta, eforl, ktb, ptt, tae, tta) 26.06.14
ACD ACD reports good presales at condo in Maha Sarakham with 50% booked within a week. It is confident that all 300 units will be sold in 3Q14. (Khao Hoon, 26/06/14) BCP BCP said that its Bang Chak Hi Diesel is a hit among consumers with market share at #2 for diesel stations and sales […]
Read More →Management Trades May 2014
Notable Transactions Buy(s) THB 280 mn RS – RS has the combination of the world cup this year and Digital TV being implemented. CPF – In recent history there has been negative news every  3 months with this co EVER – No idea what is going on with this property company A – Have a […]
Read More →Stocks in the news (advanc, bts, cimbt, cnt, erw, ofm, pps, ptg, pylon, spcg, sta, tmi, wha) 03.06.14
ADVANC AIS rolls out Future Cube for demos – Advanced Info Service Plc (AIS) has unveiled a demonstration centre for a virtual telecommunications experience to make deeper inroads into the future of mobile 3D application storefronts. (Bangkok Post, 03/06/14) BTS BTS ready to borrow Bt80bn and is prepared to operate trains on three lines: Green […]
Read More →Stocks in the news (advanc, bbl, bts, grammy, hotpot, perm, tpoly) 26.05.14
ADVANC AIS to temper revenue view – Advanced Info Service (AIS) says it will revise down its revenue growth target from the previous 6-8% this year because the political stalemate is dragging down economic growth and hurting the mobile sector. But the country’s biggest mobile operator is still expecting positive growth. (Bangkok Post 26/05/14) Comment: […]
Read More →BTS ridership still going going going
Even though on a YoY basis its down -0.3% (March ’13 had a massive spike), the trend is undeniable, and within the next year they’ll continue to extend the line further. Source: BTS
Read More →Tourism numbers down down, but BTS ridership is up!
International Tourist arrivals came out down 8% YoY for Feb and thats grabbed all the headlines, but tourism related stocks (hotels, airlines) have been doing very well in the past 1-2 months b/c all the news re the protests have already been priced in since the first week of the year. The question we’ve been asked […]
Read More →Stocks in the news (bts, Lpn, ptt, rml, ticon, tcap, tta) 07.03.14
BTS BTS passes first step to become co-ticket system developer worth Bt430mn.The Office of Transportation and Traffic Policy and Planning will ask candidates to offer technical plan and pricing in late April. It is expected to announce the winner in May.(Khao Hoon, 07/03/14) Comment: There is no reason why BTS shouldn’t win this LPN LPN […]
Read More →Stocks in the news (bcp, bts, ck, cpf, csl, loxley, ptt, qh, samart, thai, thcom, thbev, wha) 27.02.14
BCP BCP aims at EBITDA of Bt25bn in 2020, brought by a focus on projects with 15% IRR. It expects 2014 EBITDA of over Bt10bn, supported by solar farms. (Khao Hoon, 27/2/14) Bangchak to issue up to Bt8bn in bonds — BCP will issue Bt50-8bn worth of debentures in the second quarter of the year […]
Read More →Stocks in the news (BJCHI, BLA, BTS, CPN, EA, JMT, NOK, TTA, UAC) 26.02.14
BJCHI DPS Bt2.40; XD May 5, on net profit of Bt1.21bn, a 52.16% increase YoY. It expects no less than 15% revenue growth this year, booking Bt1.7bn from its current backlog of Bt2.3bn. It will soon bid for projects in Australia and South America and get results on its Brazil bid. (Khao Hoon, 26/02/14) Comment: […]
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