Sells > Buys; 5.6 bn vs 1.3bn Buys- AH, BANPU, BGH, BLAND, EPCO, GFM, JUTHA, KCE, PS, SIRI, TICON, TONHUA, TPIPL, TTA, TVI Sells – AMATA, BGH, BTS, GFM, KK, NWR, OFM, PPC, PS, SAMART, SCC, SIRI, TCC, TFI, TICON, TPIPL, TUF, VIBHA Note: All mentioned tickers have values of THB 20 mn in transactions […]
Read More →HEMRAJ Targets sale of 1,600 rai this year — HEMRAJ has set a target for land sales of 1,600 rai this year, with double-digit revenue growth from 2012 revenue of Bt6.4bn. It also noted that it has no plans to set up an infrastructure fund in the next 1-2 years due to insufficient assets for […]
Read More →AP Backlog Bt28bn, revenue target Bt22bn in 2013 — AP said its backlog is Bt28.353bn and confirms its target revenue of Bt22bn this year. The company is to launch 21 new projects worth Bt23.570bn this year. In 2012, revenues were Bt17.31bn with net profit of Bt2.33bn, a 50% increase YoY. (Khao Hoon, 01/03/13) KBANK Kasikornbank […]
Read More →CPF Aiming at sales growth of 10-15% annually — CPF aims for sales to reach Bt700bn over the next five years, or to increase 10-15% per year. In 2012 sales reached Bt357.175bn, a 73% rise YoY, with net profit of Bt18.79bn, equating to Bt2.59/share. It will pay a DPS of Bt0.50 on 2H12. (Khao Hoon, […]
Read More →Notable Transactions Buy(s) – THB 165mn BGH – Directors buy another thb 30 mn worth of shares, I’m still thinking 200+ BLA – Stock had fallen out of love for the past month, however the underlying business still seems to be growing strongly SIRI – Same story as before…K. Srettha here is merely swapping shares […]
Read More →BIGC Big C keeps strategy after good 2012 results – Big C Supercenter says its impressive sales growth last year of 9.3% to Bt112.1bn reflects its successful business model, accelerated network expansion and fine-tuned marketing strategy. (The Nation, 19/02/13) Comment: Good well managed company, but the potential multiple collapse on slightly missed earnings is a […]
Read More →Notable Transactions Buy(s): SIRI – The President bought these shares from his private investment vehicle, only to eventually sell them @ the same price, first time we’ve seen a sell under his name Sell(s): BLA – Main owners BLAND – K. Ananttttttttttttt sold his warrants SIRI – See Above TPIPL – A director sells off […]
Read More →BCH – WMC opening soon — BCH will open its high-end World Medical Centre (WMC) in Chaeng Wattana. The hospital is expected to attract higher premium and international patients. Phase 1 will consist of 150 hospital beds before its grand opening of 324 beds. BCH expects revenues to grow by 25% this year, as it […]
Read More →BBL BBL funds CTH with Bt4-bn loan deal, expects strong growth in lending demand from fast-developing sector — Bangkok Bank, which yesterday signed a Bt14bn loan agreement with Cable Thai Holding (CTH), is confident that lending demand from the cable- and satellite-television sector will now begin to flourish due to the development of broadband services. […]
Read More →Notable Transactions: Buy(s): THB 69 mn SIRI – Same story as for the past 6 months here VIBHA – There must be a story here as the same two individuals switched out of CMR into VIBHA Sell(s): THB 36 mn CMR – See above
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