AOT AOT to report 1QFY16 today, profit estimated at Bt4.48bn, growing 20% supported by an 11% rise in passengers to 28.9 million. It expects good earnings in 2Q16. It expects profit in FY2016 of Bt18.5bn based on the ATTA estimate of 13% growth in passenger flow-through in 2016. (Khao Hoon, 15/2/15) Comment: It should be […]
Read More →Notable Transactions Buy(s) THB 93.5 mn SIRI – He’s backkkkkkkkkkkkkkkkkkkkkkkkk, K. Srettha just bought himself some THB 40 mn worth of shares, is it time for round 2? Sell(s) THB 24.8 mn N/a
Read More →The market was unable to hold unto gains last week, albeit they were mainly driven by prop traders (charts to come later) and thus should be of no surprise. What should we focus on this week? Well more earnings are coming out so that should give us an opportunity to see how some sectors had […]
Read More →MSCI The latest changes from MSCI has been announced and for Thailand there is only 1 movement MSCI GLOBAL STANDARD INDICES Additions:     None Deletions:     None MSCI GLOBAL SMALL CAP INDEXES Additions:     None Deletions:     KTIS BIGC & BJC So it looks like Charoen is going to use BJC to […]
Read More →AFS was founded in 1983 under a cabinet resolution to set up an integrated fuel facility for Don Mueang airport. Bangkok Aviation Fuel Services Plc (BAFS) is the sole provider of aviation refuelling, depot and hydrant services at five airports in Thailand. Managing director Prakobkiat Ninnad discusses the company’s strategy and outlook. What is BAFS’s […]
Read More →TCC Group signs Bt123 bn deal for Big C stake — Charoen Sirivadhanabhakdi, one of top Thai richest, has stepped into the Thai retail market through the acquisition of Big C Supercentre. France’s retailer, Casino Group, has announced the signing of a contract to sell its stake in Big C Supercentre for 3.1 billion euro […]
Read More →AAV AAV benefits from lower oil prices. It plans to open routes to Luang Prabang and Vientiane in 2Q16. (Khao Hoon, 12/2/16) Comment: Similar to what was said before, AAV should dominate this entire region for LCC’s regardless of market events. ABC ABC expects to turn around this year. It plans to open a luxury […]
Read More →It looks like our darling Prayuth was correct when he said Thailand’s happiness was @ 99.99999999999999999% Jokes aside, this is a decent snapshot indicator of unemployment and inflation. Source: Bloomberg
Read More →BIGC BIGC plans to open new branches and renovate old ones this year. It expects to increase its gross area with an eye to generating substantially more revenue. It plans a securitization. (Thun Hoon, 11/02/16) Comment: Now that the deal with TCC Group is only 1.5 months away from being sealed n delivered, the thinking […]
Read More →APCO APCO expects 2016 revenue to grow not less than 10% despite the slowdown in domestic purchasing power. It expects 2016 revenue to reach Bt450mn with a gross margin of 25%. It plans to increase its distribution channels through local retail stores. It is looking for a partner to build its network in Singapore, Malaysia, and Indonesia. (Thansetthakij, […]
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