SIRI | ThaiCapitalist

Nov17 0

AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]

Nov10 0

AUCT AUCT expects 3Q15 earnings of Bt58mn (+8%). 4Q15 net profit is expected to be good aided by seasonality. It expects this to raise 2015 net profit to Bt227mn (+12.5%). It has applied to join the 4G auction. (Khao Hoon, 10/11/15) Comment: We think that the news is slightly incorrect for AUCT, more that AUCT […]

Oct27 0

Names today: DCC, EPG, GLOBAL, GOLD, KOOL, MTLS, MSC, NOK, PTG, SC, SIRI, TFD DCC DCCâ€™s board has approved 3Q15 interim dividend of Bt0.042/share, XD on Nov 6. It reported 3Q15 net profit of Bt275mn. (Khao Hoon, 27/10/15) Comment: DCC’s revenues have taken a slight hit and despite their margin improvements, things still don’t look […]

Oct20 0

Names today: AOT, APCS, AQ, CPALL, CTW, DTAC, EMC, HMPRO, JWD, PACE, PSTC, S, SAWAD, SIRI, SMM, STPI, TPOLY) AOT AOT says 2015 passengers grew 21.94% to 106.79mn on the back of 47.75% passenger growth in Don Mueng Airport because of growth of low cost airlines. (Khao Hoon, 20/10/15) Comment: Continued amazing passenger growth numbers […]

Oct18 0

Given that last week’s email didn’t go out, here’s the link to last week’s Random Thoughts: ADVANC, Pattaya/Utapao, Indonesia Property Stimulus: While I doubt there will be a huge positive impact from this stimulus measure, it’s still worth noting a few things: The cabinet has approved property stimulus measures to help boost the economy. Some […]

Sep30 0

AQ AQ expects net profit this year after 2014 net loss of Bt285.61mn on backlog of Bt300- 400mn. It plans to launch a new project â€œAQ Shadi Phaholyothin-Rangsitâ€ in 2H15. (Thun Hoon, 30/09/15) Comment: Despite the quality of its projects, the stock is rather expensively valued. BECL/BMCL BECL expects the cabinet will okay the merger […]

Sep25 2

AGE AGE signals a turnaround in coal business, aiming to broaden customer base domestically and internationally. The company expects 3Q15 earnings to be better than Bt34mn made in 1H15, with full-year targeted at Bt100mn backed by better cost control. (Thun Hoon, 25/09/15) Comment: In theory they should only be making a margin on the logistics […]

Sep01 3

ARROW ARROW expects net profit to reach new high over next three years. 2015 revenue isÂ expected to achieve target growth of 20%. It expects no impact from the yuan devaluation. (KhaoÂ Hoon, 01/09/15) Comment: And it’s still continue to grow strongly regardless of everything NOT happening in Thailand during the past 12 months BJCHI BJCHI expects […]

Aug17 0

BANPU BANPU plans to boost sales in 2H15 and expects average coal price of around US$59 per ton. The company plans to expand its power business abroad with the aim of increasing its generating capacity to 4,000MW by 2020. (Khao Hoon, 17/08/15) Comment: The only thing we are all waiting for is it’s power IPO […]

Aug07 0

BEAUTY BEAUTY wound up a road show in London and Edinburgh and response was better than it hadÂ expected. It expects 2005 revenue to be higher than Bt1.7bn (20%b growth), benefitting fromÂ more stores and new products. (Khao Hoon, 05/08/15) CHO CHO expects to sign a contract for 489 NGV buses with BMTA on Aug 17 after […]

ThaiCapitalist

Insights into the SET Index & Thai Stocks

Tag: SIRI

Stocks in the news (aqua, atp30, bmcl, chow, col, epg, ilink, ktc, malee, ndr, pstc, siri, sricha, svoa, syntec, tasco, the, trc, tsr, tta) 17.11.15

Stocks in the news (auct, ee, gcap, gold, gpsc, kkp, ksl, ktb, nep, polar, pttgc, siri, snc, spali, ureka, wice) 10.11.15

Stocks in the news (27.10.15)

Stocks in the news (20.10.15)

Random Thoughts: Property stimulus, Digital TV

Stocks in the news (aq, bmcl, becl, bem, chow, drt, epg, hemraj, kcm, mcs, ml, polar, ratch, siri, stec, t, true, tvo) 30.09.15

Stocks in the news (Age, auct, bland, brock, ea, gold, gunkul, irc, ivl, sccc, siri, stec, svi, tfd, twz) 25.09.15

Stocks in the news (arrow, bjchi, cig, cwt, drt, eason, fsmart, jmt, kbank, modern, ndr, nwr, siam, siri, spa, t, trt, tru) 01.09.15

Stocks in the news (banpu, beauty, chow, demco, ichi, ktc, ps, mcs, ptg, sc, siri, tasco) 17.08.15

Stocks in the news (beauty, cho, cpn, ea, emc, erw, ever, irpc, maco, pt, ptg, sim, siri, smm, svoa, sricha, trc, vgi) 05.08.15