AOT AoT denies plan to buy govt bonds – AoT denied yesterday it is planning to spend its surplus liquidity on government bonds to help the administration raise funds to pay farmers under the rice-pledging scheme. (Bangkok Post, 19/02/14) Comment: Rumours rumours all around which government agency is going to help supply funds. We highly […]
Read More →These were the top 10 performing stocks for 2013, I normally like to do this and see what I missed, why I missed them, should I have missed them? Its good to kick your own butt everyone once in a while Star (MAI) Business: The Company is a manufacturer and distributor of sanitaryware products […]
Read More →CPF No growth hormones — CPF says that its chicken is safe and that it does not use growth hormones. It said the more rapid growth comes from an improved strain and better use of technology, along with better farm management and disease prevention. (Khao Hoon, 13/12/13) EA Investing Bt25bn in solar and wind farms […]
Read More →BANPU/RATCH RATCH in talks over Bt40bn coal plant — Ratchaburi Electricity Generating Holding Plc (RATCH) is in talks with ASEAN’s leading coal miner Banpu Plc to develop a Bt40bn coal-fired power plant in Indonesia (700MW) as part of its strategy to maintain business growth. The new possibility in Indonesia is now undergoing a feasibility study […]
Read More →CENTEL 2Q13 good — CENTEL said that earnings for 2Q13 were good, benefited by the higher average occupancy rate of 75%. It plans to add 3-4 hotels to its management portfolio in China and expects the deals to be concluded by the end of this year. Its food business is also enjoying steady growth, and […]
Read More →BECL EXAT approves hikes in toll fees — The Expressway and Rapid Transit Authority of Thailand board has approved a proposal seeking the raise tolls for the urban and suburban expressways by at least five baht. EXAT governor Aiyanat Tinapai said the toll increase for the urban expressway network will come into force on September […]
Read More →Sells > Buys; 5.6 bn vs 1.3bn Buys- AH, BANPU, BGH, BLAND, EPCO, GFM, JUTHA, KCE, PS, SIRI, TICON, TONHUA, TPIPL, TTA, TVI Sells – AMATA, BGH, BTS, GFM, KK, NWR, OFM, PPC, PS, SAMART, SCC, SIRI, TCC, TFI, TICON, TPIPL, TUF, VIBHA Note: All mentioned tickers have values of THB 20 mn in transactions […]
Read More →AP AP aiming at 15% YoY growth in revenues — AP aims for revenue growth of Bt20-21bn, a 15% increase from last year’s Bt17bn. It targets sales of Bt23-25bn, a 15-20% increase from last year, which will help raise its current backlog of more than Bt27bn. The company expects to launch 23 projects, worth Bt24bn […]
Read More →This long weekend I’m fairly certain every analyst covering Thai equities will have to update their models and what not, I know my team and I certainly are. A flurry of earnings were released today and the last day for earnings announcements are next Wednesday 15th August. I’ve noticed some basic trends thus far but don’t quote me on it […]
Read More →Last week was relatively quiet in terms of management trades. The only company worth noting (other than BLAND yet again appearing here!) is KCE, management expects that they will recover from the floods last year, expand capacity this year by 20%, and improve its forex hedging strategies.
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