Notable Transactions Buy(s) THB 451 mn POST – So he’s gone ahead and acquired up to 25% of POST b/c he says he believes in the future and the business today. PF – I still fear a future capital increase by Property Perfect. BA – Â And he continues to buy more and more shares. Sell(s) […]
Read More →Notable Transactions Buy(s) THB 117 mn BA – And the owner continues to buy more and more shares back in BA Sell(s) THB 2 bn MK – The founding family has sold off its shares in MK to a new group, it’s a deal that has been sitting on Ibankers tables for the past 1.5 […]
Read More →ACD ACD plans to acquire three hotels in Phuket worth Bt10bn, expecting to finalize the deals within this year. It also plans to acquire businesses in Laos and Cambodia. It expects to achieve revenue above Bt1bn this year. (Thun Hoon, 19/6/15) BBL BBL sold 484mn shares of IRPC at Bt4.06/share to foreign funds. (Khao Hoon, […]
Read More →There’ll be the usual annual rebalancing in the SET Indices names this week, the official changes are: SET50 Additions: BA, BMCL, CBG, ITD, SAWAD, TPIPL, WHA, THCOM Deletions: BAY, BIGC, BJC, HEMRAJ, KTIS, SCCC, SPALI, VGI SET 100 Additions: ASP, BA, BEAUTY, CBG, CKP, LHBANK, MONO, RS, S, SAPPE, U, UNIQ, WHA Deletions: BAY, BCH, BIGC, BJC, IFEC, […]
Read More →AOT Don Mueang commercial area in Terminal 2 up for bid – AOT plans to open bidding for the commercial area in Terminal 2 at Don Mueang airport. (Khao Hoon, 29/04/15) BAY 7-9% loan growth this year – Bank of Ayudhya (BAY), Thailand’s fifth largest bank by assets, expects loan growth of 7-9% this year, […]
Read More →AOT AOT expects revenue growth in 2015 to exceed 15% after stronger-than-expected traffic. The cancellation of charter flights to and from Japan and South Korea has not adversely affected it. The firm plans to go ahead with Phase II of Suvarnabhumi airport. (Khao Hoon, 09/04/15) Comment: Regardless of these cancellations, in the end AOT will […]
Read More →AAV China gives 85% load factor in 1Q15 – AAV reports that higher traffic from China remained the key driver to bring load factor to 85% in 1Q15. Management expects tourist sentiment towards traveling to Thailand to continue to improve over the remainder of the year despite the ongoing martial law. The Tourism Authority of […]
Read More →AP AP expects to transfer Bt5.3bn in 1Q15. The company has Bt25bn backlog and will realize Bt23.8bn as revenue this year, resulting in 10% revenue growth this year. The company plans to open 24 new projects with total value of Bt36bn. (Kao Hoon, 11/03/15) AS AS expects earnings turnaround this year after business restructuring. It […]
Read More →AJD SET urged AJD to clarify its frequent par splits, twice in four months, within Mar 5 with details. The regulator is in doubt of the company’s corporate governance. (Kao Hoon, 03/03/15) Comment: This is a positive move by the SEC, its good to see regulators actually be active. BIG BIG will resume its trading […]
Read More →Notable Transactions Buy(s) THB 48 mn N/A Sell(s) THB 329 mn AJD – A director sells off a THB 26 mn stake in this overly speculated name ITD – Does this director not believe in ITD’s long term future? Sells THB 88 mn worth of shares TLUXE – This represents around 10% of total shares […]
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