AJP AJP will change its name to DCORP and plans to invest in the power business. It plans to go to China to study a project that it wants to operate in Thailand. (Khao Hoon, 06/08/15) ANAN ANAN plans to launch seven condominiums valued at Bt20.3bn in 2H15. 1H15 presales reached Bt12.5bn (+227%). It is […]
Read More →AAV Management is confident there is no impact from ICAO. There is no suspension for any AAVÂ scheduled flights with regards to the ICAO issue. (Thun Hoon, 24/06/15) Comment: AAV’s core growth market is China, as long as China is ok then it doesn’t matter what ICAO says. AIRA AIRA shareholders approved raising capital by 3,160 […]
Read More →AMATA MD says AMATA is preparing to set up REITs. The REITs will pool 88 industrial plants in AMATA Nakorn Chonburi and AMATA City Rayong. (Khao Hoon, 20/05/15) Comment: The main reasons to have any shares in AMATA at this point are because of its REIT and Amata Vietnam listing. CHO CHO expects to win […]
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 →BMCL - Still negotiating over Purple Line — A BMCL insider revealed that the company discounted the costs for the Purple Line, Bang Yai – Bangsue, down Bt700mn but the MRTA is still not satisfied and wants a discount of Bt1.2bn. The MRTA expects BMCL to make a counteroffer within seven days, but the company believes […]
Read More →I had the pleasure of meeting Stars Microelectronics in 2009 when the company was making its margins building screen after screen for RIM (blackberry) and its revenues manufacturing hard drives for Western Digital. The owner had a very good story regarding how the company came to be and within the past year has been unfortunately […]
Read More →