AGE AGE has orders of more than 300K tons from China. It expects export portion to rise to over 20%. It plans to increase coal sales to 200K tons, with service revenue rising to Bt300mn. (Thun Hoon, 08/09/16) ANAN ANAN expects 2H16 earnings to be better than first half supported by backlog of Bt38.5bn, of […]
Read More →ASIMAR ASIMAR expects 2015 net profit of Bt120-130mn after achieving Bt102.2mn in the first nine months of the year. (Thun Hoon, 05/01/16) COM7 COM7 expects tax incentives to help revenue grow more than 25%. It expects 4Q15 sales to be good because it has 300 branches and many products for sale, including iPhone 6s and […]
Read More →AKR AKR expects to get a 20MW solar farm from a cooperative which is expected to be concluded in August. It plans to invest in a power plant on 94 rai in Lopburi. It expects to show net profit in 2Q15, benefitting from booking revenue from its backlog. 2H15 performance is expected to be good […]
Read More →BEAUTY BEAUTY to trade at new par of Bt0.1 on May 14 (split par from Bt1). 1Q15 earnings outperformed due to growth in tourists that led to rising sales at both the existing and new branches. (Thun Hoon, 14/05/15) Comment: Everyone loves a good stock split, but Beauty has one of the most demanding valuations […]
Read More →DELTA DELTA expects revenue growth of 10-15% YoY in 2015 upon growing demand and expanding foreign client base from expected 2014 revenue of Bt42bn. The company will conclude an acquisition deal for a European company soon. (Thun Hoon, 15/12/14) Comment: One of the best performing electronic names in the past few years. EUREKA EUREKA expects […]
Read More →CBG CBG sets IPO price range of Bt26-28/share and subscription period during 12-14 November. The company will list on the SET on 21 November and expects to use the funds from the IPO to repay debt and expand, focusing on CLMV markets. (Kao Hoon, 10/11/14) ESSO ESSO plans to invest Bt2.2bn to increase refinery and […]
Read More →Want to feel like a rock star investor? Get into the small IPO’s. Anyone who was able to get IPO’s this year has been feeling that way, excluding IPO’s where commercial bank’s were the underwriters (here’s looking at you KBANK and SCB). The basic framework for IPO’s performing well on their first day hasn’t changed, if […]
Read More →AYUD AYUD hunting for acquisitions – Investment company Sri Ayudhya Capital (AYUD) continues to look for acquisition opportunities as it believes the coming insurance liberalization will force small insurers to seek strategic partners to reduce operating costs. (The Nation, 21/07/14) Comment: The insurance industry has been growing very well in the past decade and AYUD has […]
Read More →CK CK not concerned about delays in public project bidding with the NCPO scrutinizing public investment projects to improve transparency. It expects 2014 revenue of not less than Bt30bn and will continue to bid new projects in late 2014 of Bt20bn, bringing backlog up to more than Bt100bn. (Tun Hoon, 27/06/14) Comment: Thinking aloud, wouldn’t […]
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