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 →AMATA Vietnam government has approved AMATA investment in Amata City Long Thanh, valued at US$258mn. It expects this to open in 2017 and attract US$500mn in foreign investment intially. Management expects Chinese companies to set up plants in this industrial estate, with value reaching US$4bn within ten years. (Thun Hoon, 27/08/15) Comment: Vietnam has a […]
Read More →AMATA AMATA expects to sell 200 rai of land in 3Q15. It plans to sell assets in Vietnam to AMATAR. It plans to hold a roadshow for AMATA VN around Oct-Nov, with listing on the SET in 4Q15. It is budgeting Bt2bn to invest in industrial estate Amata Vietnam. (Khao Hoon, 21/08/15) Comment: I personally think AMATA […]
Read More →ANAN ANAN launches 4 new projects worth of Bt11bn. It has set a presales target of 40% per project within Aug 12-16. It is cooperating with Thai Samsung Electronics. (Khao Hoon, 14/8/15)] Comment: And they’re spending quite the small fortune on marketing these projects, you can see their advertisements everywhere in Bangkok ATP30 ATP30 IPO […]
Read More →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 →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 →Here are the key facts: Come December, Thailand will have more solar power capacity than all of Southeast Asia combined as record sums of money are poured into the sector in the hopes of nurturing a new energy source to help drive the region’s second-biggest economy. Thailand has been shifting from natural gas with once-plentiful […]
Read More →ADVANC ADVANC is the number 1 candidate for 4G auction. It expects 2Q15 earnings of Bt9.2bn (9% growth). ADVANC is a high dividend stock compared to its peers. (Thun Hoon, 30/06/15) Comment: ADVANC needs the 4G spectrum more than any other operator out there. AOT AOT is budgeting Bt13-14bn to developing Suvarnabhumi and Don Mueng airports […]
Read More →BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]
Read More →There’ll be the usual annual rebalancing in the SET Indices names this week, the official changes are: SET50 Additions: BA, BMCL, CBG, ITD, SAWAD, TPIPL, WHA, THCOM Deletions: BAY, BIGC, BJC, HEMRAJ, KTIS, SCCC, SPALI, VGI SET 100 Additions: ASP, BA, BEAUTY, CBG, CKP, LHBANK, MONO, RS, S, SAPPE, U, UNIQ, WHA Deletions: BAY, BCH, BIGC, BJC, IFEC, […]
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