Tag: kiat

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Stocks in the news (aot, arrow, bbl, big, cbg, cpall, ea, gold, ilink, jsp, kcm, kiat, psl, sawad, syntec, tcap, thai, thcom, tog, tmt, true, tse, ttw, wha) 13.08.15

AOT AOT says there is no impact from the Chinese yuan depreciation. Growth in Chinese tourist was 10-14% for eight months. (Post Today, 13/08/15) Comment: For once, I concur with this government enterprise. ARROW ARROW reported 2Q15 earnings of Bt56mn (+92%YoY). It plans to pay an interim dividend of Bt0.15/share, XD on Aug 21. It […]

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Stocks in the news (advanc, aira, amata, bdms, ci, ea, earth, ecf, gunkul, ifec, kbank, kiat, mtls, pf, pico, prin, ptg, rwi, sim, scc, takuni, thcom, tpch, vibha) 02.07.15

ADVANC ADVANC and TOT plan to invest in mobile-broadband business which is expected to be finalized in 3Q15. ADVANC expects 2H15 revenue to grow 4% which consists of 30% growth from data service revenue. (Khao Hoon, 02/07/15) Comment: I do think this will kill JAS and most likely hurt True substantially as well. AIRA AIRA […]

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Stocks in the news (abico, ajd, amc, ccet, cpn, epco, grand, gunkul, kiat, ksl, seafco, sgp, tasco, trc, tvt, u, vgi) 18.06.15

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 […]

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Management Trades – Dec ’14

Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]

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Management Trades 08/12 – 12/12

Notable Transactions Buy(s) THB 260 mn BA – The family continues to support the share price with another THB 80 mn bought in shares LIVE – This has to be an off the market trade, a Director just bought THB 119 mn worth of shares, just over 5% of total shares Sell(s) THB 693 KIAT […]

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Stocks in the news (becl, cpf, kiat, sat, spali) – 11.03.13

BECL Traffic growth sinks in February off high base — BECL reported traffic growth of 0.21% YoY in Feb 2013, braking hard from 2.6% in Jan 13. (Company data) CPF CPF targeting health-conscious, overseas — CPF’s new ready-to-eat brown rice-jasmine rice is aimed at a new focus on healthful eating by much of the younger […]

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