CSL CSL expects a better performance in 4Q16 than in 3Q16 after recognizing revenue from ICT and IDC (Internet Data Center). It expects 2016 revenue to grow 2-3% as targeted. It plans to invest in IDC to handle new clients. (Thun Hoon, 06/12/16) Comment: Always a good dividend yield from this name but it has […]
Read More →Notable Transactions Buy(s) THB 1.17 bn PCSGH – A shareholder swap TNITN – He’s still buying shares in the market, will this company finally see a predominate major shareholder before the sub’s are listed? PJW – A shareholder swap MONO – Now that’s interesting, will they finally do something over at MONO versus just buying […]
Read More →ARROW ARROW expects earnings to grow supported by its pipeline business and system construction job, where it has a market share of more than 60%. It expects to get an underground cable job from the government worth more than Bt140bn. (Thun Hoon, 18/10/16) Comment: Thun Hoon must’ve mistyped a few zeroes here. AUCT AUCT […]
Read More →ALT ALT is going to do a roadshow in the US. It expects this to increase foreign shareholding. The plans will be firmed in October. It expects to get a new job to support its backlog of more than Bt800mn. It maintains 2016 earnings growth of 10% from last year driven by customer expansion. (Thun […]
Read More →BANPU BANPU’s last day to get BPP IPO reserve. Today is the last day to buy BANPU and get rights to reserve BPP IPO and dividend of Bt0.25. The stock will be posted as “XB-XD” on September 8. (Khao Hoon, 7/9/16) Comment: Most certainly one way of ensuring your share price stays elevated BCP BCP to […]
Read More →BAFS BAFS is confident that revenue will grow more than 9% in 2016 and expects net profit to be a new high, supported by a 7-8% increase in volume. (Kao Hoon, 08/06/16) Comment: A natural grower with AOT CNT CNT expects 2016 earnings to be positive and plans to bid for a new job. […]
Read More →AOT AOT to put Suvarnabhumi airport phase 2 up for auction, This project is valued at Bt16.7bn (Khao Hoon, 23/3/16) BJC Berli Jucker Plc’s (BJC) shareholders okay buying BIGC. Shareholders have voted in favour of a $6.2 billion acquisition of hypermarket operator Big C Supercenter Plc from France’s Casino Group, sources told Reuters. (The Nation, […]
Read More →APCO APCO expects 2016 revenue to grow not less than 10% despite the slowdown in domestic purchasing power. It expects 2016 revenue to reach Bt450mn with a gross margin of 25%. It plans to increase its distribution channels through local retail stores. It is looking for a partner to build its network in Singapore, Malaysia, and Indonesia. (Thansetthakij, […]
Read More →AGE AGE plans to expand to Vietnam and Cambodia where demand is high. It expects 2016 revenue to grow 10-20% from this year’s Bt4bn. It plans to expand its seaport, which is expected to increase its capacity by 30%. (Thun Hoon, 16/12/15) Comment: The coal industry isn’t going anywhere and AGE is suffering with it […]
Read More →BANPU BANPU plans to list subsidiary Banpu Power (BPP) on the SET in 1Q16. It targets an increase in electricity capacity from 1,878MW to 2,700MW to 4,000MW in the long term. (Khao Hoon, 09/09/15) Comment: This should change the value proposition in BANPU dramatically. BROCK BROCK is talking to three prospective partners to invest in […]
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