CENTEL CENTEL plans to take over Thai Foods brand. It targets 2016 revenue to grow at 10%, driven by healthy tourism. (Thun Hoon, 7/7/16) GRAND GRAND plans to take over a prestigious hotel in Thailand. It expects to see healthy 2Q16 earnings, driven by booking from Hyde Sukhumvit 11 and hotel businesses. (Thun Hoon, 7/7/16) […]
Read More →ABC ABC plans to launch ABOVE Sukhumvit 39 condo, valued at Bt2.5bn. It expects to open for presales in 3Q16, with prices starting at Bt150,000/sqm. It expects sales to reach 60-70% this year. (Thun Hoon, 17/06/16) ACC ACC acquired a 5.5MW solar farm in Saraburi, valued at Bt290mn. It expects this to boost its 2Q16 […]
Read More →BEM BEM expects to open MRT Purple Line on Aug 6. It expects this to increase 2016 revenue growth to 15% as it will book Bt500mn/quarter as operating revenue. It expects 60,000 passengers/day. (Khao Hoon, 11/05/16) BIG BIG reported 1Q16 earnings of Bt234mn (221% growth) thanks to the boom in digital cameras. It expects revenue […]
Read More →Notable Transactions Buy(s) THB 71.6 mn BA – And the owner still continues to buy back his shares in the market Sell(s) THB 404 mn ITD – And the exact opposite of BA, here K. Premchai continues to sell his shares! ACD – The President and major shareholder sells over 10% the co, to who […]
Read More →ABICO ABICO expects 2Q15 profit to be good, benefitting from increasing in international customer base. It says 68% capacity is enough for handling the new orders. It does not have any investment plan. (Thun Hoon, 18/06/15) Comment: An interesting holdco with a stake in MALEE, now the question is how do value a cow? (they […]
Read More →AKR Solar license soon — AKR’s management said that the state should decide on the licensing of the total 800MW of solar license sometime in February-March. It expects to receive license for 20-30MW, which should help profit. (Thun Hoon, 21/01/15) AMATA AMATA sees good 2015 ahead as it expects to book Bt4bn in revenue from […]
Read More →CBG CBG sets IPO price range of Bt26-28/share and subscription period during 12-14 November. The company will list on the SET on 21 November and expects to use the funds from the IPO to repay debt and expand, focusing on CLMV markets. (Kao Hoon, 10/11/14) ESSO ESSO plans to invest Bt2.2bn to increase refinery and […]
Read More →APCO APCO to do a PO of 28mn shares. The proceeds will be used to develop BIM Healthcare this year. It also plans to move to the SET early next year. It is confident that net profit this year will grow no less than 60%. (Kao Hoon, 14/08/14) Comment: With such a performance i too […]
Read More →BTS BTS reveals passenger traffic growth of 4-5% YoY in 1QFY15, below the estimate of 7% YoY, because the government has adjusted the Thai school semester to be in line with AEC. The company is waiting for bidding to open for the Green Line and expects the NCPO to support all train line projects. (Kao […]
Read More →There have been a few corporate deals in the past 2 weeks, True, Property Perfect and WHA come to mind, today we’ll talk about Property Perfect, only because a friend/reader came up with a potentially wonderful gameplan for the company (should they pull it off) and lets go through the steps here. Note: This is […]
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