Tag: ktc

0

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 […]

Read More →
8

MSCI Changes

Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F   MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE

Read More →
0

Stocks in the news (aav, beauty, bgrim, chayo, gold, gulf, ktc, maco, ptg, siri, spcg, super, thcom, uac) 15.05.18

AAV AAV expects to finalize with a European partner to invest in MRO at U-Tapao Airport. The project value is Bt1.5bn. The company expects to serve more than 200 aircraft and plans to invest in a pilot and crew training center. The company targets earnings to hit a new high after the strong 1Q18 earnings […]

Read More →
0

Stocks in the news (aq, ete, jwd, ktb, ktc, ncl, port, thg, tk, tkn, tmill, trubb, wha) 14.05.18

AQ AQ reported Bt20mn profit in 1Q18 from Bt60mn loss in the same period of last year. Management reveals a plan to launch three new projects in areas with potential this year and is preparing to sell land via auction to repay bank debt. ( Thun Hoon, 14 / 5 / 18 ) ETE ETE […]

Read More →
1

Random Thoughts: Potential changes to the SET50 and SET 100, Telco Auctions, Malaysian Elections

Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]

Read More →
5

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 […]

Read More →
0

Stocks in the news (ba, chayo, chow, com7, cpf, ddd, ktc, ori, true) 19.04.18

BA BA to service air charters between Koh Samui and major Chinese cities, which it expects will drive load factor to 70%. It plans an aviation kitchen in Chiang Mai as well as a maintenance office. It targets greater than 5% revenue growth in 2018 and is not concerned about higher oil prices since it […]

Read More →
2

Stocks in the news (bgrim, fsmart, jwd, ktc, mega, netbay, nyt, ssi, tmb) 30.03.18

BGRIM BGRIM to expand alternative energy business in ASEAN. A solar farm project in Vietnam with 100 MW will be clear within 2Q18. (Thun Hoon, 30/3/18) Comment: The entire renewable/alternative energy space has been rocked by the comments from the Energy Minister. FSMART FSMART said banks’ cancellation of fees on digital transactions will not affect […]

Read More →
6

Stocks in the news (aot, ea, gold, itd, j, ktc, pylon, rsp, tk) 22.01.18

AOT AOT expects passengers to grow by 10% in 2018, with 1H18 growing 14% off last year’s low base brought by zero-dollar tour clampdown and ICAO red flag. It is going to submit the bidding result for the baggage carousel project to the board on January 24. (Khao Hoon, 22/1/18) EA EA expects 2018 revenue […]

Read More →
0

Stocks in the news (cbg, com7, hmpro, kiat, ktb, ktc, nusa, rs, rvd, vgi) 01.11.17

CBG CBG is talking with new partners to further its intention to increase revenue from overseas and raise 2017 revenue proportion from overseas to 50% of total sales. It expects 2018 sales to make a new high after seeing signals of a strong economic recovery and continuous overseas market expansion. It also said that sales […]

Read More →