Tag: planb

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Stocks in the news (advanc, aira, akr, cbg, cwt, dna, ea, forth, ifec, hotpot, kkc, ktc, planb, prin, pttgc, richy, sanko, seaoil, siri, wha) 03.07.15

ADVANC ADVANC expects to be a leader in broadband business by partnering with TOT; this is expected to be concluded in 3Q15. 2H15 revenue is expected to mark a record high thanks to seasonality. Subsidiary AWN is preparing to participate in the 4G auction. (Thun Hoon, 03/07/15) AIRA AIRA expects 10-20% revenue growth this year, benefitting from […]

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Stocks in the news (aq, bsm, cbg, cpf, cwt, ea, eason, forth, tp, gl, ilink, kamart, lalin, pace, planb, plat, samco, siam, siri, wha) 19.05.15

AQ AQ reported 1Q15 earnings of Bt37.3mn (+378% YoY) from 1Q14’s Bt7.8mn. Management says performance will turn around this year. It will launch nine projects: single house, townhouse, and condominiums, with total value of over Bt8bn. It expects sales of Bt2.5bn. (Thun Hoon, 19/05/15) Comment: AQ’s stock price has already valued in all of its […]

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MSCI Rebalancing- small cap index: +14 / -2 for Thailand, MSCI Thiland – no change

As an fyi, just off the presses this early AM, these changes will be effective as of 29 May ’15 MSCI GLOBAL STANDARD INDEXES – None for Thailand MSCI GLOBAL SMALL CAP INDEXES – ADDITIONS: BA, BEAUTY, CBG, EPG, IMPACT, IFEC, MTLS, PLANB, PTG, SIM, SCN, TSE, UNIQ, WORK – DELETIONS: JMART, TPIPL

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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 (auct, banpu, cpf, dtac, ea, emc, genco, ifec, irpc, ivl, jmt, kbank, kcm, match, nusa, pf, planb, pstc, samco, saad, tgpro, tsf) 07.04.15

AUCT AUCT revealed that it is studying the business potential abroad. If it is feasible it will begin the business by early 2016 and expects this could contribute 10% to its revenue. Management expects 1Q15 performance TO be strong with revenue growth of 20-40% YoY in 2015. (Thun Hoon, 07/04/15) Comment: Still my biggest regret […]

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Stocks in the news (anan, bcp, cpn, epco, ichi, planb, pps, pttep, ratch, sawad, scc, spcg, thai, top, trt, tuf) 27.02.15

ANAN ANAN reported strong profit growth of 60% YoY in 2014 to Bt1.3bn. The company will pay a cash dividend of Bt0.068/share, XD on Apr 21. ANAN expects revenue to reach Bt11bn on backlog of Bt27bn. Twelve more projects will be launched with total project value of Bt32bn. (Kao Hoon, 27/02/15) Comment: And yet still […]

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Stocks in the news (aq, banpu, bcp, bsm, cpall, csl, css, irpc, mpg, planb, sawad, sorkon, thcom, tluxe, trc) 25.02.15

AQ AQ plans to write off accumulated loss and is ready to start paying dividends if they can turn a profit in 2015. The firm has set a 2015 revenue target of B2.5bn and will go ahead with the launches of nine projects worth Bt8bn. (Kao Hoon, 25/02/15) Comment: This is one turnaround story that […]

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Stocks in the news (abc, aqua, bh, cei, cpall, makro, dtc, ecf, fpi, ifec, kce, ktc, ml, mlink, planb, pps, pt, richy, rojna, sc, tae, thani, tisco, tkt, uac, utp) 18.02.15

ABC ABC set revenue target for 2015 at Bt800mn, focusing on five new concerts. The company plans to add more alliances with 3-4 credit card issuers, which it expects to conclude by mid-2015. The major shareholder intends to reduce his holding from 76% to not less than 50%. (Khao Hoon, 18/02/15) Comment: Not a bad […]

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Stocks in the news (bts, ea, eastw, epg, gl, hft, ichi, jas, lit, mlink, ndr, planb, pps, ptt, pttgc, qh, rcl, sgp, singer, trc, tvd) 17.02.15

BTS BTS too book ~Bt1.5bn revenue from NPARK if NPARK sells the 20 rai of land at Onnut with market value of Bt3.2-4.0bn to an international school. It hopes to book the gain in 2Q15. (Khao Hoon, 17/2/15) EA EA to start commercial operations of its 90MW-solar farm in Lampang today. This new solar farm […]

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Stocks in the news (amata, drt, dtac, grammy, jas, kkp, loxley, mjd, planb, ptt, ticon, top, uac, vng) 05.02.15

AMATA AMATA continues to invest in Vietnam via subsidiary AMATAVN, to develop an industrial park called Long Thanh. It believes this investment will support revenue growth for the company for many years to come. The firm also plans to list AMATAVN this year. (Thun Hoon, 05/02/15) Comment: As I’ve said for the a while, AMATA […]

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