After a rip roaring start to the market, the market has been experiencing a pullback of sorts. Odd to see that the agri names are continuing their run, we thought that the story has already been priced in. No surprise in seeing automotives recovering (it was a dead sector since ’13). Healthcare continues to be […]
Read More →Notable Transactions Buy(s) THB 379 mn PLAT – That’s interesting to see the Chairman buying a block of shares SIRI – Don’t be too surprised to see this name run BLA – Will this insurance giant turnaround? TU – The owner continues to believe that TU will become a bigger global giant Sell(s) THB 113 […]
Read More →BANGKOK, Feb 28, 2017Â -Â (ACN Newswire)Â -Â S.Khonkaen Foods Public Company Limited (SET:SORKON) Chief Executive Officer, Mr. Charoen Rujirasopon discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com.TET: How are Sorkon’s businesses progressing?In the past few years, we expanded our fishball capacity by 50% from 9,000 tonnes per annum to 15,000 tonnes and is […]
Read More →AH AH targets 2017 sales growth of 5% in line with the auto industry, which it believes has bottomed out. It expects car production to hit 3mn within five years. It plans to expand its business in one country, with a decision this year. It is studying setting up a plant in Malaysia. It plans […]
Read More →AJD AJD reported 2016 net profit of Bt355mn backed by AJ Top Up machines. It expects to continue to grow in 2017 with a target of 40,000 Top Up machines. It expects to ask board approval to change the company’s name to AJ Advance Technology (AJA). (Kao Hoon, 02/03/17) Comment: Am I going to have […]
Read More →ARROW ARROW expects 2016 revenue to grow 15% to Bt1.6bn on the back of Bt300mn backlog. It reported 2016 earnings of Bt266mn, up 8%. Its 2016 revenue was Bt1.35bn, up 12%. It will pay a dividend of Bt0.4/share. (Kao Hoon, 01/03/17) CBG CBG targets 2017 sales to grow 25% from existing products. It plans to […]
Read More →ATP30 ATP30 targets 2017 revenue growth of 15% to Bt350mn. It has backlog on hand of Bt600mn and plans to book revenue of Bt300mn this year. It has budgeted Bt120mn to buy buses and vans to increase its service potential. (Kao Hoon, 28/02/17) BANPU BANPU expects 2017 earnings to be better than 2016, both revenue […]
Read More →Well its that time of the year where the oracle of Omaha comes out with his annual letter, so here’s the link to it Berkshire Hathaway Annual Letter 2016 Anything interesting in it? I’m still going through it but already on page 4 there are these nuggets of gold Some years, the gains in underlying […]
Read More →ABC ABC expects 2017 earnings to be good and targets revenue from property business of 70% and e-business of 30%. It plans to focus on two projects, Above Sukhumvit 39 and ABC World via abcpoint and WeChat. It expects to be the leader in financial innovation. (Kao Hoon, 27/02/17) AGE AGE expects 2017 coal sales […]
Read More →Earnings season is coming to an end and its been the usual hectic period. All in all I would say it’s been a relatively disappointing period albeit a lot of analysts are saying its due to the silent period that occurred post the event in October last year.
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