Names today: GCAP, JAS, KAMART, MATCH, MODERN, NCL, NUSA, PK, PTT, SGP, SUPER, SVOA, UWC, VGI GCAP GCAP licensed to engage in nano-finance and offer personal loans. It expects this to support robust earnings in 2H15. (Thun Hoon, 02/11/15) JAS JAS says it is ready for 4G auction for 1800MHz and 900MHz. It expects this […]
Read More →Names today: ASIMAR, BIG, BMCL, DEMCO, EPCO, FIRE, MFEC, PS, PTT, PTTEP, PYLON, TSE, UV ASIMAR ASIMAR to show strong 3Q15 after booking two big projects. More potential growth stories include: ship maintenance backlog, Bt600mn tugboat project (to open for bidding in Oct 2015) by the Port Authority of Thailand, multi-million baht projects for the […]
Read More →Names today: CHG, COM7, CPN, DRT, EFORL, JTS, KC, KTC, MC, NYT, PLANB, PTT, PYLON, SLP, SMT, TCMC, TPAC CHG CHG expects to acquire one hospital this year. It expects 1-2 deals to be concluded next year. It expects its expansion plan to raise revenue by 18-20% this year from 2014’s Bt2.7bn. It expects net […]
Read More →CHG CHG expects 3Q15 earnings to mark a record high on the back of seasonality. It expects 2015 revenue growth to achieve its target of 15%. (Thun Hoon, 18/09/15) Comment: Still don’t quite understand why this specific stock has suddenly re-rated. BH is trading @ 50x, this one at 42x trailing pe, it does just […]
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 →ANAN ANAN plans to launch Bt9.8bn in new projects which will lift backlog from Bt34.3bn. 4Q15 earnings is expected to be the best this year. It expects 2015 revenue of Bt10-11bn. (Thun Hoon, 07/09/15) Comment: THB 34 bn of backlog as of end of ’15 seems like they are slightly lagging their plans AUCT AUCT […]
Read More →AJD AJD expects to sign contract with YTO Express in September. It plans to invest in the logistics business in Thailand soon. (Khao Hoon, 31/08/15) AOT AOT expects to invest in Suvarnabhumi phase 2, valued at Bt56bn, by the end of this year. Management expects performance to be good as total passengers grew 14% in the first […]
Read More →BKD BKD expects 3Q15 revenue to be higher than 2Q15. It expects to be awarded projects valued at Bt1.3bn in 4Q15. It expects 2015 revenue of Bt1.3bn as Bt2.5bn in backlog is expected to be booked. It targets 20% revenue growth next year. It plans to launch a property project in 2Q16. (Khao Hoon, 26/08/15) […]
Read More →AP AP expects Thailand economy to be impacted by China and US troubles but it believes public investment will keep the economy on track after cabinet reshuffle. AP has achieved presales of Bt19.88bn over the first seven months with Bt13.54bn backlog. It plans to launch Baan Klang Muang Rama 2 with selling price Bt7-9mn. (ASTV, […]
Read More →AMATA AMATA expects to sell 200 rai of land in 3Q15. It plans to sell assets in Vietnam to AMATAR. It plans to hold a roadshow for AMATA VN around Oct-Nov, with listing on the SET in 4Q15. It is budgeting Bt2bn to invest in industrial estate Amata Vietnam. (Khao Hoon, 21/08/15) Comment: I personally think AMATA […]
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