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 […]
Read More →AP TRIS has rated AP’s Bt1.5bn debenture at A- reflecting strong business position, many varieties of product line, and backlog which supports revenue in the future. (Khao Hoon, 13/1/14) Comment: Had a good discussion with friends about AP, they seem to be limited on the management side to constantly expand their business and thus the […]
Read More →CPF CPF buys Belgian food processor – SET-listed Charoen Pokphand Foods Plc plans to acquire a food operation in Belgium as part of its attempt to expand food investment abroad. Through its 99.99% owned holding firm CPF Europe SA, the company will next month pay Bt408mn for 80% of Tops Foods NV. The Belgian maker […]
Read More →As usual for the monthly management trades, we’ll only show the transactions above THB 20 mn
Read More →AMATA AMATA land sales for 2013 ended at 1,000 rai. In 2014, it plans to focus more on land sales abroad, especially in Vietnam, to avoid the political turmoil in Thailand. It said that 3-4 customers are already waiting to sign a deal. (Khao Hoon, 06/01/13) Comments: AMATA’s business model is very simple, land sales, […]
Read More →Notable Transactions Buy(s) THB 366 mn AP – A director buys THB 68.7 mn worth of shares IFEC – The changing of ownership continues EARTH – A block buy by the owner, there have been quite a few block transactions (both buys and sells) here, no idea what’s going on, although EARTH has now traded […]
Read More →AIE AIE confirms strong fundamentals and said 2013 revenue will be Bt4.2bn with 2014 revenue at Bt5.5bn, supported by B7 bio-diesel. It aims to list on mai in January 2014. (Khao Hoon, 16/12/13) BAY BAY expects Bt36bn new property loans in 2013, beating its target of Bt28bn. It is seeing a steady drop in NPLs […]
Read More →CPF No growth hormones — CPF says that its chicken is safe and that it does not use growth hormones. It said the more rapid growth comes from an improved strain and better use of technology, along with better farm management and disease prevention. (Khao Hoon, 13/12/13) EA Investing Bt25bn in solar and wind farms […]
Read More →