Tag: JMT

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Stocks in the news (auct, banpu, cpf, dtac, ea, emc, genco, ifec, irpc, ivl, jmt, kbank, kcm, match, nusa, pf, planb, pstc, samco, saad, tgpro, tsf) 07.04.15

AUCT AUCT revealed that it is studying the business potential abroad. If it is feasible it will begin the business by early 2016 and expects this could contribute 10% to its revenue. Management expects 1Q15 performance TO be strong with revenue growth of 20-40% YoY in 2015. (Thun Hoon, 07/04/15) Comment: Still my biggest regret […]

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Stocks in the news (arrow, cpall, jmt, lalin, msc, nmg, pe, phol, qlt, siri, symc, trc) 19.03.15

ARROW ARROW expects strong 1Q15 earnings backed by rising revenue. It expects 20% revenue growth this year and has a chance to get one of the Red Line contracts value at Bt40mn. (Kao Hoon, 19/03/15) CPALL Subsidiary CP Retail Link Co., Ltd. expects 2015 revenue of Bt3.4bn or 15% YoY growth from last year and […]

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Stocks in the news (bjc, bliss, cgd, cho, jmt, modern, ptt, stec, tpch) – 08.01.15

BJC To decide on Metro Vietnam purchase today — BJC will hold its shareholders’ meeting today to consider the acquisition of assets of Metro Vietnam under the new conditions. The IFA states that shareholders should disapprove the purchase as the new conditions pose too high of a risk. (Kao Hoon, 08/01/15) Comment: Despite the IFA’s […]

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Record Thai Household Debt Crimps Rate-Cut Room: Southeast Asia

With the BOT just announcing that interest rates were going to remain flat today, Bloomberg came out with an article highlighting how consumer debt is still a big issue (and I believe will continue to be at least for another 2-3 years) in Thailand today, enjoy the snippet and the link to the full article […]

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Stocks in the news (ajd, asp, brr, cho, ea, earth, gl, jmt, mc, mtls, ppm, rojna, s, spa, tks, twz, xo) 18.11.14

AJD Management said the company can set up co-antenna in condominium to receive digital TV signals and expects this market to have a value of Bt1-1.5bn. The company will ask the NCPO to approve a new round of digital TV coupons. The company stands top in the set-top box market. (Thun Hoon, 18/11/14) Comment: I […]

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Stocks in the news (bbl, bcp, bland, eforl, estar, hmpro, ilink, jmt, kbank, preb, scc, seafco, siri, sithai, smart, tta, uwc) 02.10.14

BBL BBL wins Myanmar licence – Bangkok Bank (BBL), Thailand’s largest lender by assets, is the only Thai bank among the first nine foreign ones to win a limited banking licence in Myanmar. The approval is preliminary for 12 months, during which time the winning banks must comply with Central Bank of Myanmar requirements before […]

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Stocks in the news (abc, ap, bec, BJC, cm, dtac, jmt, max, pf, ratch, chow, rwi, smart, svoa, tgpro) 15.09.14

ABC ABC launches online shopping tomorrow. It is partnering with credit card companies to allow customers to exchange their credit card points for its online products and services through its website for items such as concert tickets and cell phones. (Kao Hoon, 15/09/14) Comment: still doesn’t explain the current valuation of ABC, I do like […]

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Stocks in the news (bmcl, cimbt, demco, jas, jmt, ktb, match, mint, pca, pdi, xo) 25.08.14

BMCL BMCL upbeat on profit after 2017 — Bangkok Metro Plc (BMCL), the country’s subway operator, expects its balance sheet to become profitable after 2017 as more new train services are added. Service on the Purple Line from Bang Sue in the capital to Bang Yai in Nonthaburi province is expected to start in December […]

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Stocks in the news (ayud, ccp, jmt, jubile, pdg, stec, wha) 21.07.14

AYUD AYUD hunting for acquisitions – Investment company Sri Ayudhya Capital (AYUD) continues to  look for acquisition opportunities as it believes the coming insurance liberalization will force small insurers to seek strategic partners to reduce operating costs. (The Nation, 21/07/14) Comment: The insurance industry has been growing very well in the past decade and AYUD has […]

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Stocks in the news (advanc, aira, eureka, focus, jmt, samart, solar, tuf, wha) 07.07.14

ADVANC Expects 33mn 3G users this year — ADVANC says it expects its 3G clients to reach 33mn in 2014. Its vision is to make the company the “Digital Life Service Provider” within three years. It will continue expanding its digital content business and expand base stations to reach 20,000 this year. It also said […]

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