Company news 📊 ADVANC.BK Company Background Advanced Info Service PCL (AIS) is Thailand’s largest mobile operator, spanning prepaid/postpaid wireless, fixed broadband, enterprise ICT and device sales. The name is the telecom cash-flow engine inside the post-amalgamation Gulf–Intouch group; earnings track mobile ARPU and broadband net-adds. The share last printed THB 349.00, up THB 4.00 from […]
Read More →Company news 📊 ANAN.BK Company Background Ananda Development PCL is a Bangkok-centric condominium and mixed-use developer, historically partnered with listed Japanese names on urban high-rise and transit-adjacent projects, with a still-large inventory and transfer backlog against a leveraged balance sheet. Cash flow is lumpy and rate-sensitive; the share last printed THB 0.32, a tick above […]
Read More →Company news 📊 ASP.BK Company Background Asia Plus Group Holdings PCL is a Thai securities house spanning brokerage and derivatives, investment banking, fund management and proprietary trading. Earnings track SET turnover, IB deal flow and trading book marks; the share last printed THB 2.36, off a tick from Wednesday’s 2.38 close, still above the December […]
Read More →Company news 📊 MAJOR.BK Company Background Major Cineplex Group PCL is Thailand’s largest cinema exhibitor, operating multiplexes plus bowling, karaoke, ice-skate, advertising and film-distribution/adjacencies. Cash flow tracks Hollywood and Thai-title slate, occupancy and concession mix; the share last printed THB 7.15 after a 3.6% bounce from Tuesday’s 6.90 close, still only a shade above the […]
Read More →GRAND: BTS raised holding by 0.059% to 15.0505% on Apr 26. Comment: Everyone’s known that GRAND was cheap and waiting for a new shareholder/management team to do something with it. I don’t think BTS group is the answer, but the stock could pump…. JMART: board approved share buyback up to 16m shares (1.1% of paid […]
Read More →GRAND: PAR changed to Bt 0.5 from 1, effective today. Comment: It looks like the old trend of whenever a stocks does a par split in thailand => upside, is gone. Several occurred over the past few years with minimal impact. But this trend still works in Indo, time to shift capital there :p GULF […]
Read More →AP AP plans to launch 35 new projects with a total value of Bt54.3bn to boost 2H18 operations. It reported 1H18 presales of Bt17.3bn, accounting for 52% of this year’s presales target of Bt33.5bn. It has Bt52bn backlog and will recognize Bt10.3bn this year. (Thun Hoon, 9/7/18) BCPG BCPG targets its EBITDA to double (from […]
Read More →Banks SCB, KBANK and BBL will reverse provisions, which will raise profit, if IFRS 9 is postponed to 2022.  SCB has made provisions of Bt26bn, KBANK Bt34bn and BBL Bt20bn. KTB has set aside Bt40bn provisions and it will book a profit if AQ can liquidate its land and repay debt. (Kao Hoon, 9/5/18) Comment: So […]
Read More →BGRIM BGRIM is expanding its investment in CLMV; it set up two subsidiaries in Cambodia for the power plant and transmission wire business. It expects to sign an MOU for a project in Vietnam in 1Q18 and expects a project in Malaysia to be finalized in 3Q18. (Thun Hoon, 26/1/18) Comment: Out of all […]
Read More →A A expects 1Q17 sales to reach Bt2bn, with total sales of Bt9bn in 2017, bringing revenue of at least Bt6bn. It plans to launch eight new projects with a total value of Bt7.4bn. It has budgeted Bt1bn to buy land to develop new projects. (Thun Hoon, 22/02/17) Comment: The company seems to be continually […]
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