AAV TAA steps up bundling – Thai AirAsia is stepping up its strategy of bundling ground and sea transport with its flights to allow passengers to reach new destinations. The low-cost carrier is adding the southern island resort of Koh Tao and the northeastern province of Mukdahan to its growing list of flights with sea […]
Read More →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 […]
Read More →Notable Transactions: Buy(s): THB 96mn A – Someone @ Areeya bought some thb 25 mn worth of shares, who? No idea b/c there’s no name on the SEC website just yet, have a look @ their chart, this stock just keeps growing and I have no idea why CPF – A director buys nearly THB […]
Read More →CPF CPF says sales and net profit in 1Q14 were strong. It is confident that sales will hit Bt450bn this year, up 10-15% YoY. (Khao Hoon, 18/04/14) Comment: No doubt on the sales growth, however with corn prices crawling higher, margin improvement may not be as good as they expected EARTH EARTH expects revenue of […]
Read More →Notable Transactions Buy(s) THB 45.6 mn EFORL – This company does have a storied history, perhaps there’s something finally positive happening here? Sell(s) THB 46.8 mn CPF – A sell by of the main directors
Read More →CPF CPF finds a way to use used vegetable oil to produce Biodiesel B100 in its Saraburi plant. This will help lower its dependence on diesel imports by 1 million liters per year and lower energy costs plus help break the cycle of repeat use frying oil that can cause harm to consumers. (Khao Hoon, […]
Read More →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 →BEC BEC confirms no need to raise capital after won three channels in the digital TV bidding because it has enough money and it a large amount of content. It expects no need for huge investment and expects a profit in 2014. (Khao Hoon, 5/2/14) Comment: BEC does have a clean balance sheet but it […]
Read More →AGE AGE to invest in a 9MW biomass power plant, a new line for its business. It is confident the biomass plant will bring in revenues of no less than Bt200mn per year. Coal sales for 2014 are to exceed 3mn tons this year, driven by strong demand from clients abroad. (Khao Hoon, 29/01/14) Comment: […]
Read More →AMATA Setting up REIT — AMATA’s board has given the green light for the company to set up a REIT worth Bt4.750bn. AMATA aims to inject 76 factories with a total leasable area of 136,434.52 sqm, along with 12 new factories with 24.144 sqm that is currently under construction. (Khao Hoon, 17/01/14) Comment: Finally AMATA […]
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