Tag: mc

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Stocks in the news (advanc, aie, ajd, arrow, centel, cho, ci, dtac, eastw, ifec, ilink, match, mc, mlink, ple, prin, rojna, samtel, super, tluxe) 28.04.15

ADVANC ADVANC expected 1Q15 profit to rise YoY due to greater use of its data services. The company maintains its revenue growth (excluding interconnection fee) at 3-4% YoY in 2015 with new service in high-speed internet (1Gbps) called “AIS Fibre” to attract 100,000 users. (Khao Hoon, 28/04/15) Comment: This could very well be the end […]

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Stocks in the news (chow, css, eforl, lpn, ktb, mc, planb, seafco, tasco, tkt, top, vibha) 08.04.15

CHOW CHOW expects strong earnings in 2015 backed by full-year contribution from power plant business and rising steel price. Shareholders have approved listing its subsidiary on mai. (Khao Hoon, 08/04/15) Comment: The steel business is nothing for CHOW nor its value, everything here is fully related to its power plant. CSS CSS expects strong 1Q15 […]

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Stocks in the news (ajd, big, cbg, ccp, cho, demco, ea, eforl, ichi, ilink, itd, mint, malee, mc, s, scc) 03.03.15

AJD SET urged AJD to clarify its frequent par splits, twice in four months, within Mar 5 with details. The regulator is in doubt of the company’s corporate governance. (Kao Hoon, 03/03/15) Comment: This is a positive move by the SEC, its good to see regulators actually be active. BIG BIG will resume its trading […]

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Stocks in the news (abico, ajp, aot, bmcl, bts, ccp, cpall, delta, ifec, ifec, kkp, mc, ptg, ptt, smart, tcc, thai, vibha) 09.02.15

ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]

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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 01/12 – 04/12

Notable Transactions Buy(s) THB 213 mn BA – The family believes that the decline in shares since its IPO is overblown – I think not. MC – The founder continues to accumulate shares, what I haven’t liked about MC is that SSSG has been negative since IPO, all the growth comes from store expansion, can […]

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Stocks in the news (brr, cwt, gel, ichi, lhbank, mc, mint, moong, ocean, ptsc, rich, robins, top, utp, vpo) 25.11.14

BRR BRR confident that 4Q14 performance will be peak and targets revenue of Bt5bn in 2015 with net profit growth of Bt300mn, +70% YoY, as it will book full-year revenue from biomass power plant. The company will invest Bt1.1bn in an ethanol factory and a third biomass power plant. (Kao Hoon, 25/11/14) Comment: As mentioned […]

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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 (epg, fpi, ktb, mc, singer, solar, tae, ticon, tse, vgi) 06/10/14

EPG EPG is preparing to sell 700mn IPO shares and list on SET in late 2014. The company will use the funds from the IPO for business expansion. (Kao Hoon, 06/10/14) Comment: No idea about this company. But I suspect it will be the same story FPI FPI continues to expand margin and expects peak […]

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Stocks in the news (abc, akr, aq, bjchi, ccp, css, earth, ihl, jas, ldc, mc, pttgc, match, mpg, robins, rojna, rs, sappe, samtel, singer, thai, xo) 26.08.14

ABC ABC placed on SP after hitting ceiling for six consecutive trading days. The share price shot up Bt18.20 to Bt82 in just six days. (Post Today, 26/08/14) Comment: Well at least the SEC acted. AKR AKR to expand into EPC after the NCPO emphasized alternative energy. (Thun Hoon, 26/08/14) AQ AQ to expand into […]

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