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 […]
Read More →AIE AIE says it will conclude a business cooperation agreement with a new partner by 3Q15. (Khao Hoon, 12/2/15) CSS CSS talking with board to split par to Bt0.10. Its energy business is doing very well, thanks to a good partner, Prime, which holds a PPA for 200MW solar energy in Japan plus several projects […]
Read More →AOT Flights and passengers up over New Year — AOT reports its statistics during the New Year holiday season (11 days) for six of its airports: total flights during the period were 22,218, up 9.4% YoY, and total passengers hit 3.6mn, up 15.7%. (Kao Hoon, 12/01/15) Comment: And this despite everything that has happened to Thailand in […]
Read More →AGE AGE will issue Bt1bn worth of debentures sometime in 1Q15. It plans to use the proceeds to invest in 10 biomass power plant projects with a total capacity of 100MW. It also set a revenue target of Bt9bn for 2015, up from the expected Bt7bn in 2014. (Kao Hoon, 06/01/15) Comment: This a positive […]
Read More →ABC ABC preparing to negotiate with a partner in Japan. Management also reports that 2-3 local institutional investors want to buy shares due to its interesting fundamentals. The company has set a revenue target of Bt800-900mn in 2015 as its E-commerce business will launch point redemption with budget of Bt50mn to support company’s growth. It […]
Read More →The SET has announced the semi-annual index review results for the SET50, SET100 & SETHD indices to be effective the first half of 2015 (Jan 1 – Jun 30). SET50 Index (SET50): 4 ADDED: CK, HEMRAJ, KTIS & SPALI 4 DELETED: BLA, GLOBAL, KKP & THCOM SET100 Index (SET100): 10 ADDED: ANAN, DEMCO, HANA, ICHI, […]
Read More →As posted earlier this month, there MSCI rebalancing was effective as of today’s closing, a gentle reminder on what the changes were MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF […]
Read More →BEAUTY BEAUTY reported 3Q14 net profit of Bt81.3mn, +68.4% YoY. The company is preparing to launch a new marketing campaign in 4Q14 to stimulate sales and is confident that revenue will grow 30% YoY in 2014 with widen net profit margin to at least 20%. (Kao Hoon, 13/11/14) Comment: One of the few companies to […]
Read More →MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF DELETIONS: None MSCI GLOBAL SMALL CAP INDEXES The following are changes in constituents for the MSCI Global Small Cap Indexes which will […]
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 […]
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