Tag: KBANK

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Stocks in the news (bsm, demco, epco, gl, grammy, gulf, jas, kbank, ktc, malee, nok, pf, psl, ratch, sabina, sawad, sc, se, spali, ssp, tpbi, wha, irpc) 17.05.18

BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]

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Stocks in the news (scb, kbank, bbl, ktb, bcpg, bm, br, chayo, cmo, ekh, fgi, grand, inet, ktc, pcsgh, ppp, prm, samco, smart, spcg, thre, tmill, tpipp, utp) 09.05.18

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 […]

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Stocks in the news (com7, kbank, ddd, gland, gpsc, human, ihl, irpc, pttgc, qtc, samart, tu) 08.05.18

COM7, KBANK KBANK has partnered with SET-listed COM7, a distributor of peripheral computer devices, to set up mini-branches in Banana IT shops to take advantage of a 50% lower operating cost compared to a normal branch. KBANK plans to open 20 new mini-branches over the next three years and it is in talks with another […]

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Stocks in the news (aree, advanc, akr, bigc, intuch, irpc, kbank, lalin, thcom, tpipp) 07.05.18

AREE Areeya Property Public Co., Ltd. provides luxury brand “THE AVA RESIDENCE Sukhumvit 77” with project value of up to Bt2.5bn and priced at Bt35-80mn per unit under the concept of esthetics and lifestyle.) Bangkok Today, 5 / 18( 7/ Comment: There has not been much news from this company but their stock price has […]

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Stocks in the news (aot, bec, bgrim, big, irpc, kbank, mtls, prm, ptg, ticon) 05.04.18

AOT AOT expects 3mn passengers to flood into its six airports, +14.4%YoY, with 17550 flights, +12%YoY. (Khao Hoon, 5/4/18) Comment: Mind boggling numbers, expect several headlines regarding the immigration queues being ridiculous. BEC BEC signals 1Q18 earnings turnaround, driven by a big soap opera hit, “Buppaesanniwas”, that has raised ad revenue. It targets 2018 revenue […]

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The big banks are struggling

With the news in the past 2 weeks that the major Thai banks are going to be removing transaction fees (finally!) for all digital (i..e internet and mobile) transactions their stock prices have taken a plunge with TMB being the worst hit, despite it not being one of these banks announcing the waiver in fees. […]

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Larry Fink’s Letter to CEOs

I would love to see this implemented throughout the world. Companies do forget at times that shareholders, no matter how small, are owners of the business and in the end they have to answer to them. So it’s a refreshing to see this type of letter being published and distributed. As usual here’s some snippets […]

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Stocks in the news (anan, ecf, kbank, scc, sena, spcg, tluxe, ttcl, twpc) 25.01.18

ANAN ANAN is going to launch 22 projects worth approximately Bt50bn this year. It believes demand for condominiums is high in areas adjacent to skytrains and targets presales and transfers at Bt40.5bn each. It has budgeted Bt11bn to buy land. It plans to use AI for construction, which will reduce construction cost. It also plans […]

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Stocks in the news (advanc, thcom, csl, ap, asian, kbank, loxley, samtel, seafco, siri, tipco, work) 14.09.17

ADVANC THCOM CSL ADVANC announced the purchase of 250mn shares of CSL from DTV Service, subsidiary of THCOM for Bt7.80/share, giving THCOM cash of Bt1.95bn. It will also buy 84mn shares from SingTel for Bt655mn. (Thun Hoon, 14/9/17) Comment: At 15x PE for CSL it isn’t the cheapest price…effectively its a right pocket left pocket […]

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Stocks in the news (bay, bem, big, harn, kbank, prm, s, siri) 12.09.17

BAY Inflow of Japanese investments in EEC benefits BAY. Krungsri bank says the many Japanese investors moving into EEC to make new investment will benefit its business and it plans to cooperate with KBANK, KTB, BBL and SCB to extend loans for big investment projects. BAY had the highest loan growth of peers in 2Q17. […]

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