Tag: ea

0

Stocks in the news (adam, age, banpu, earth, aot, asimar, btc, bcp, beauty, dcc, dtac, ea, grammy, jas, ps, richy, seafco, twz) 26.09.14

ADAM SET halts trading ADAM as of afternoon session on 25 September. It has requested additional information about ADAM’s investment in Gee Tha for Bt800mn. Shareholders approved a capital increase and the sale of four subsidiaries. (Kao Hoon, 26/09/14) AGE, BANPU, EARTH India cancels coal blocks — BANPU, EARTH and AGE are optimistic on India’s […]

Read More →
0

Stocks in the news (bjc, bmcl, ea, esso, gpsp, hydro, ifec, ktb, lhk, loxlye, n-park, sim, slc, spali, tmb, wha) 22.09.14

BJC Berli Jucker introduces direct sales, e-commerce – Berli Jucker Plc (BJC), the SET-listed trading and retail company owned by billionaire Charoen Sirivadhanabhakdi, is expanding its product sales and distribution to include direct sales and e-commerce channels after facing tough modern trade competition. (Bangkok Post, 22/09/14) Comment: Overall a small impact on their total numbers […]

Read More →
0

Solar Boom Driving First Global Panel Shortage Since 2006

Because alternative energy will now play a larger role in Thailand’s energy plans and solar will be a large player in this, More solar power projects coming to Thailand. The issue is that Thailand is still a small player in the global solar industry, should there be a shortage of panels well that could hurt […]

Read More →
0

More solar power projects coming to Thailand

With the changes to the Power Development Plan (PDP) for Thailand, alternative energy projects are becoming more prevalent with an increase in weighting from 19% to 25%, and this explains why names such as SPCG, DEMCO, EA, UAC et al have been performing very well, see below for a quick summary.  

Read More →
0

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 […]

Read More →
0

Sector Update 04/08 – 08/08

Last week, this week, and everyday until the 15th August the market will be (hopefully) determined by earnings releases, although geopolitical events have weighed down on equity markets globally. What was interesting was how Solar related names increased sharply: DEMCO +13% to Bt11.3, SPCG +3.88% to Bt26.75, GUNKUL +5.26% to Bt18, EA +2.82% to Bt25.5, on […]

Read More →
2

Stocks in the news (ajd, aot, beauty, bgh, ntv, bland, ea, ever, fpi, itd, pace, pca, vte) 24.06.14

AJD AJD expects set-top box sales of more than 2mn and expects the coupon will be issued in September. It says AJ is a market leader with a gain market share of 50%. It expects revenue to triple from Bt1.65bn in 2013. (Khao Hoon, 24/06/14) Comment: Yes, IF the coupon deal materialises, its still a […]

Read More →
1

Stocks in the news (bh, bjchi, mega, nyt, ttcl, bki,cho, demco, ea, ecf, Ichi, ivl, qh, ratch, sawad, true) 16.05.14

 BH/BJCHI/MEGA/NYT/TTCL MSCI will be calculating BH in its MSCI Global Standard starting May 30, while BJCHI, MEGA, NYT, and TTCL will be calculated in the MSCI Global Small Cap. (Khao Hoon, 16/05/14) Comment: Fantastic news for all companies involved especially the new ones BJCHI n MEGA‎ BKI BKI reported net profit of Bt627mn in 1Q14 and pay DPS […]

Read More →
0

Stocks in the news (EA, EUREKA, OISHI, RS, THCOM, WHA) 13.03.14

EA EA expects net profit this year to grow by more than 150% from Bt267mn last year driven by a full year of revenue from its new solar power plant in Nakorn Sawan of more than Bt1.2bn. It also said earnings in 1Q14 will continue to grow strongly. (Khao Hoon, 13/03/14) Comment: We think the […]

Read More →
0

Stocks in the news (age, amata, bay, dtac, ea, egco, true) 10.03.14

AGE AGE selects Apisit Rujikiatkumjorn as vice president and he will hold 10mn shares. It is confident that he will support business growth. AGE will pay a stock dividend at the ratio of one new share for 10 existing shares and says it expects to double revenues in 1Q14 YoY, backed by higher orders. (Khao […]

Read More →