Well there was news in the afternoon that some police officers made false claims involving the monarchy to make 5.9 mn baht in personal gain, and that “Samart Telcoms Plc was involved in the installation at the skyscraper.” So as a friend queried, if they drove a toyota, should Toyota’s stock price get dumped too? Source: […]
Read More →AKR AKR expects 2016 revenue of Bt3.2bn (+60%) on the back of alternative energy and government projects (moving cables underground). It expects this to increase demand for transformers. It is talking to a prospective partner to invest in alternative energy. It plans to invest in 20MW agricultural solar. It plans to bid for a transformer […]
Read More →AGE AGE plans to implement cost control and focus on local industries especially those that have high demand for power. It expects local sales to grow 20% from 2014’s Bt3.58bn. Management expects 3Q15 earnings to recover thanks to cost control. It expects to show net profit in year. (Thun Hoon, 01/10/15) AIRA AIRA expects to […]
Read More →AOT AOT’s board has approved a computerized passenger-screening system at its six international airports on December 1. International passengers will be charged for this. It expects this to increase revenue by Bt120mn. (Khao Hoon, 23/09/15) BDMS BDMS expects 2015 revenue to grow 12% as targeted. It has a goal of 50 operating hospitals. It plans […]
Read More →BCH Mid-east investor interested in BCH shares as it is a small-cap with strong fundamentals. It expects this deal to expand customers from the Middle East. (Thun Hoon, 04/09/15) Comment: A mini BH in the making perhaps? BDMS BDMS reports that G. Wasupol Co Ltd has transferred its business to BDMS. It plans to add […]
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 →AP AP expects 2015 net profit to mark a record high of Bt25.3bn. It targets presales of Bt28.3bn and already has Bt18bn. It expects to launch 15 new projects throughout the rest of the year, worth Bt24bn. (Khao Hoon, 27/07/15) Comment: Quite interesting that despite this economic malaise, AP is able to recognise revenue (the […]
Read More →AJD Japanese investors are interested in AJD shares, talking with FA to do a takeover.Management is confident 2015 earnings will double, backed by increasing set-top box sales and booking revenue from two subsidiaries. (Thun Hoon, 21/07/15) BSM BSM expects to list subsidiary within two years. It is talking to a prospective partner to broaden its […]
Read More →Notable Transactions Buy(s) THB 570 mn SAMART – A swap of shares amongst the major shareholders BA – And he continues to buy shares in BA A – Rather strange that there is no name listed, but Areeya looks like they have some major projects on hand Sell(s) THB 485 mn SAMART – See above […]
Read More →As a hat tip to Byron Wien’s annual opinion piece on his discussion with the Smartest Man in Europe, here’s my amateurish attempt. Every week I try to meet people either in the industry or outside the industry to just share thoughts on the developments in Thailand, the region, the world and w/o naming any […]
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