Superboard orders SRT to cancel TOR proposals for 5 dual-track lines since the board has a better version than the SRT’s. Discussion will be held again on March 22. (IQ Biz, 21/3/17) Cabinet backs credit boost for SMEs in Bt15 bn package. THE CABINET yesterday gave the nod to the Small and Medium Enterprise Development […]
Read More →AH AH expects 2017 revenue to grow 5% from last year thanks to auto sector recovery. It expects 1Q17 performance to be good brought by numerous orders. It plans to expand abroad, with some progress in 4Q17. (Thun Hoon, 24/03/17) Comment: I’m still not impressed by this company.. COMAN COMAN expects 2017 revenue growth of […]
Read More →ATP ATP30 expects to benefit after its clients renew Bt120mn contract. It targets 2017 revenue growth of 15%. It is budgeting Bt120mn to increase its buses. (Thun Hoon, 23/03/17) BEM BEM expects 2017 earnings to grow by 5% on the back of a full-year of booking revenue from MRT Purple Line (Bang Yai-Bang Sue) and […]
Read More →A A targets 2017 revenue growth of 38%. It plans to launch 11 projects worth Bt24bn. It is budgeting Bt1bn to acquire land. (Kao Hoon, 22/03/17) Comment: Still one of the most impressive stock charts I’ve seen.  BEM MOT confirms that there is no problem regarding the MRT Blue Line extension. The cabinet has […]
Read More →Notable Transactions Finally there’s been a fair amount of movement on both the buys and sells Buy(s) THB 138 mn GLOBAL – This director seems to believe rather strongly in the company at this price. Sell(s)Â THB 201 mn PACE – What’s going on here? SAMART – Looks like SIM and the continued delay of Cambodia […]
Read More →Erm, there’s been nothing exciting. Except maybe Brazilian poultry and meat issues that have now given any shareholders in cpf, gfpt, and tfg reason to exit.
Read More →ALLA ALLA expects 2016 revenue to grow 20% with backlog of Bt282mn. It expects most of its backlog to be booked this year. It expects to get a Bt200mn project in 2Q17. (Kao Hoon, 21/03/17) BAY BAY targets 2017 personal loan growth of 11% from last year’s Bt645bn on high demand. It targets savings deposits […]
Read More →AJD AJD expects to benefit after NBTC announced distribution of 4mn digital coupons on Mar 2. It expects 1Q17 performance to be robust. It targets set-top box sales of 600,000 units this year. (Thun Hoon, 20/03/17) Comment: The difference between AJD and FSMART is that AJD will recognise sales 1x when a machine is sold […]
Read More →ASN Broker Public Company Limited (SET:ASN) Managing Director, Mr. Tawatchai Cheevanon discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history of ASN and its business model. The company was established by both K. Thawatchai Lertrungruang and K. Vanchanog Varunaprabha in 2005 as a licensed insurance broker […]
Read More →Public to get first crack at TFF’s IPO. The State Enterprise Policy Office (Sepo) will apply a small-lot first basis for the imminent initial public offering (IPO) of the Thailand Future Fund (TFF) to enable more retail investors to invest in the infrastructure fund. (Bangkok Post, 13/3/17) State keen to fast-track EEC PPP projects. The […]
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