BEM BEM expects to open MRT Purple Line on Aug 6. It expects this to increase 2016 revenue growth to 15% as it will book Bt500mn/quarter as operating revenue. It expects 60,000 passengers/day. (Khao Hoon, 11/05/16) BIG BIG reported 1Q16 earnings of Bt234mn (221% growth) thanks to the boom in digital cameras. It expects revenue […]
Read More →ACC ACC expects to wipe out retained losses. It expects net profit to return to the black in 2016 after it expands its business to trading, property, and alternative energy business. It expects to pay a dividend this year on its turnaround. (Thun Hoon, 28/04/16) Comment: A quick scan of the company shows that they […]
Read More →Notable Transactions Buy(s) THB 337 mn SCI – This part of the transaction looks to be a switch between shareholders IFEC – No idea what K. Wichai is doing buying @ 7.29 and selling @ 7.20 Sell(s) THB 802 mn SCI – See above, plus there was news that 2 funds bought 5% of shares […]
Read More →ADVANC ADVANC expects to report 2015 earnings of Bt38bn. It expects to pay a dividend of Bt6/share, equal to 3.5% dividend yield. (Khao Hoon, 04/02/16) Comment: Well that’s proven to be wrong, the first dividend to be paid out is THB 6.49 / share… BJCHI BJCHI say it is not worried about the downtrend of […]
Read More →Names today: AOT, APCS, AQ, CPALL, CTW, DTAC, EMC, HMPRO, JWD, PACE, PSTC, S, SAWAD, SIRI, SMM, STPI, TPOLY) AOT AOT says 2015 passengers grew 21.94% to 106.79mn on the back of 47.75% passenger growth in Don Mueng Airport because of growth of low cost airlines. (Khao Hoon, 20/10/15) Comment: Continued amazing passenger growth numbers […]
Read More →ANAN ANAN says its backlog is Bt36bn of which Bt6bn is expected to be booked in 4Q15. It plans to launch two condominium projects at Bang Sue and Silom valued at Bt8bn. (Khao Hoon, 14/10/15) AUCT AUCT expects to get 4G auction system project management from NBTC. It expects this to contribute revenue in 4Q15. […]
Read More →APCO APCO expects 2H15 revenue to be better than 1H15’s Bt189mn on expanding via online and launching new products. It targets 2015 net profit of Bt118mn on the back of high margin product and cost control. (Khao Hoon, 08/09/15) Comment: And they are somehow launching a HIV/AIDS medicine as well. BEAUTY BEAUTY targets export to […]
Read More →Notable Transactions Buy(s) – THB 2.7 bn TTA, SAMART, BA, TIW, TRC, A, PACE, MK, SPALI, TVO Sell(s) – THB 1.5 bn COL, SAMART, ACD, PTG, NDR, IHL, BSM, TPOLY, ROCK Note: Transactions shown are > THB 5 mn
Read More →Notable transactions Buy(s) THB 298 mn TIW – The CEO buys a substantial number of shares ~3% of outstanding shares TRC – The Chairman buys a substantial number of warrants of TRC, good to see that management backs this expansion into Potash mining PACE – Will the Dean & Deluca deal pay dividends? The owner […]
Read More →ACD It is starting its project acquisition strategy by buying a condominium project worth Bt700mn. It plans to buy Bt350mn in property in Phuket. Management says it will wipe out retained loss of Bt300mn. It plans to invest in alternative energy next year. (Thun Hoon, 04/06/15) Comment: Another hybrid of property and alternative energy, am […]
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