AIT Backlog over Bt3.7bn. It is confident that 2014 revenue will meet target of Bt6.2bn. It aims to bid for new projects worth Bt7.6bn. It reported 1Q14 net profit of Bt199.17mn, +34.84% YoY after completing more projects. (Khao Hoon, 12/05/14) Comment: But on an EPS basis growth is half what was reported due to the […]
Read More →As usual for the monthly management trades, we’ll only show the transactions above THB 20 mn
Read More →Not directly related to the market but its interesting to see the latest numbers from Instagram showing that the #1 location in the world was Siam Paragon and that for the most instagrammed cities, Bangkok was #2, you can see below for the whole list. Now if I’m reaching for an investment case…well high number […]
Read More →Well Money & Banking came out with their latest analysis showing the top wealthiest investors/families in Thailand and here’s the list below. Source: Bangkok Post What catches our eyes other than BGH yielding two of the wealthiest investors in Thailand (#1 and #6), are firstly, how JAS’s owner got into the top 10, we’ve gone […]
Read More →AIM Changing ticker to “EFORL” today — AIM is changing its trading name to EFORL today because its new business is trading in medical tools and equipment. Its new business will fully operate and clearly contribute revenues in 4Q13. (Khao Hoon, 2/12/13) Comment: From 3D Tv’s and advertising to medical tools, well at least they […]
Read More →AGE boosts coal exports to feed plants in Asia – MAI-listed Asia Green Energy (AGE) aims at 20% growth in coal sales volume next year as it boosts exports to countries building coal-fired power plants. Managing director Panom Kuansataporn said coal sales volume is seen rising to 2.4mn tonnes this year and 3mn tonnes next […]
Read More →AMATA Investing Bt50-60mn in flood prevention — AMATA says it has set aside Bt50-60mn for investment in flood prevention and is currently in the process of gathering necessary information for its long-term planning and mitigation plans which is expected to take 2-3 weeks. It plans to expand reservoirs and improve floodways with help from the […]
Read More →Notable Transcations Buy(s) THB 1.8 bn BGH – K. Prasert is back and buying with a vengeance to the tune of THB 1.12 bn BLAND – K. Anant is back and buying strongly on the news that the company will do its first REIT, IMPACT, however funny that last week the regulators said that BLAND […]
Read More →Notable Transactions Buy(s) THB 2.2 bn GRAMMY – Owner buys THB 347 mn, likely through the recap for the digital tv bidding IEC – Interesting purchase here, IEC has just announced a warrant issue KMC – A prop recap play here, new owner buys THB 39 mn in the markets MC – Management has been […]
Read More →Notable Transactions Buy(s) THB 1 bn POST – The Chairman and Director both buy THB 41 mn shares TFD – A huge buy by the Exec Chairman @ THB 834 mn done via a combination of shares and warrants. Pre this he held 24% of the co, this should bump him up to 32% (excl […]
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