Tag: Thai equities market

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Stocks in the news (ah, ama, apco, bcp, cho, city, ea, egco, erw, global, glow, ifec, intuch, ktc, l&e, maco, news, thai, thani, tisco, trt, sawad, vgi, whaup) 26.05.17

AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]

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Stocks in the news (bbl, bcpg, cpall, cpn, dtac, forth, jubile, mgt, mill, moong, ori, plat, ple, ptg, sc, tcap, thai, tpoly, tta) 25.05.17

BBL BBL to support credit loan of Bt1.44bn for 20.1MW hydropower plant in Laos in the JV between B Grimm and S.V. Group. (Thun Hoon 25/05/17) Comment: Rumours have it that B Grimm will eventually IPO on the SET. It’ll be interesting to see which businesses they decide to bundle into the IPO should it […]

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Stocks in the news (abc, amatav, btw, ggc, gpsc, ichi, ilink, itd, lanna, lpn, pm, ptt, pttgc, smm, sta, stanly, thai, nok, thcom, tmi, vng, vte) 24.05.17

ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]

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Stocks in the news (acap, amata, ap, banpu, bpp, br, cbg, ck, ilink, itel, pk, qtc, smit, sricha, tritn, uv) 23.05.17

ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]

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Market Update 15/05 – 19/05

Returning from my overseas trip I see that everything has gone read this year and that makes me happy. So the story hasn’t changed, its been the same for the past few years, valuations are fairish, the government is still trying to figure out how to run an economy, and tourism is rocking n rolling.

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Management Trades 01/05 – 19/05

Notable Transactions Buy(s) THB 589 mn TKN – After selling a fair amount of shares at mid 20’s he’s buying back quite a bit here. PACE – Well they have mahanakorn transferring…and then the supposed dean & deluca story…and then…well I just don’t buy this story MTLS – I am impressed by their growth numbers..but […]

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Stocks in the news (as, asian, csp, gold, gpsc, gunkul, harn, k, lph, mk, mtls, nwr, plat, ptt, susco, syntec, ticon, tnp) 22.05.17

AS AS is talking to a prospective partner to invest in a new business. It expects a conclusion within this year. It expects net profit to return to the black in 2017 and plans to wipe out retained losses. It plans to launch 13 games over six countries. It plans to expand to Myanmar and […]

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WHTW Top 10: 08/05 – 19/05

Fed should start trimming balance sheet in second half: Bullard. The Federal Reserve has interest rates right where they should be, but should start trimming its massive balance sheet in the second half of the year, St. Louis Federal Reserve Bank President James Bullard said on Friday. “We’ve delayed a little bit too long in […]

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Stocks in the news (brr, com7, ecf, fsmart, grammy, htech, irpc, malee, ori, pace, planb, pttgc, rs, super, tfg) 17.05.17

BIZ BIZ announced 1Q17 earnings of Bt4.12mn, growing from 1Q16’s Bt0.39m, driven by higher sales and lower cost. It plans to launch new products. It plans to continue transferring Bt350mn in work on hand. (Thun Hoon, 17/05/17) Comment: I am curious to hear about this business BRR BRR reports 1Q17 net profit growth of 221% […]

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Stocks in the news (aot, arrow, auct, banpu, css, d, drt, ea, gl, gunkul, hpt, psh, ptt, samart, siri, spcg, super, thai, tpipp, uv, wice) 16.05.17

AOT AOT reported 2QFY17 earnings of Bt6.47bn, up 17%. This brought 1HFY17 earnings to Bt11.49bn with 65.59mn passenger pass-through. (Kao Hoon, 16/05/17) Comment: What tourism slowdown? Only 5% of the Chinese have passports, just imagine if 10% have passports (note for US citizens its about ~35%-40% depending upon which stat you look at) ARROW ARROW […]

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