AMATA AMATA expects 2016 land sales to hit target of 1,000 rai. It has land of 1,000 rai to support investment. It is confident that total revenue will grow no less than 5% supported by its backlog of more than Bt1.3bn. (Thun Hoon, 02/09/16) BANPU BANPU plans to COD 118MW this year, with full year […]
Read More →There isn’t any new information in his latest monthly commentary as he continues on the negative aspects of zero interest rates and negative rates. But at least he doesn’t talk about sex anymore… I and others however, have for several years now, suggested that the primary problem lies with zero/negative interest rates; that not only […]
Read More →BEAUTY BEAUTY expects 2016 revenue and profit to be a new high due to revenue growth of more than 45% in 2H16. It is negotiating with a partner to set up distributorship in Hong Kong and Taiwan; it expects the deal to be concluded in 4Q16. It expects revenue growth of no less than 20% […]
Read More →Several brokers sending this out this AM FTSE Global Equity Index Series Asia Pacific ex Japan Regional Index and Japan Regional Index Semi-Annual Review.  Constituent changes can  be accessed via the attachments below.  The changes will be effective after the close of business on Friday, 16 September 2016 (i.e. on Monday, 19 September 2016). Large […]
Read More →This is a fact that several of us here know and love, Small/mid cap’s are, have always been, and will most likely continue to be under-researched, under-covered, it’s just the nature of the business. The clever folks over at Franklin Templeton have just put out a short research paper on it, here are some snippets and […]
Read More →AP AP expects to open 12 new projects in 2H16 in total worth Bt25.58bn. This will support 2016 presales to hit its target of Bt31bn. Presales are at Bt14.07bn with backlog of Bt17.06bn, of which it will book Bt8.7bn this year. It is confident that revenue will reach target of Bt23.7bn. (Kao Hoon, 31/08/16) Comment: […]
Read More →ARROW ARROW expects 3Q16 earnings to grow supported by large orders, especially Suvarnabhumi phase 2 project from ILINK and ITD. It expects to get work on the MRT Green Line, with finalization by the end of this year. It expects 2016 revenue to reach Bt1.4bn. ( Khao Hoon, 30/08/16) Comment: Perhaps we should just close […]
Read More →A A plans to open new projects worth Bt6bn to bring its backlog to Bt1bn. It expects 2016 revenue to grow 30% from Bt4.45bn last year, supported by more transfers. (Thun Hoon, 29/08/16) Comment: One of the most stable stock price charts I have ever seen  AKR AKR expects 3Q16 to turn to profit […]
Read More →So we are approaching the wonderful month of September where things normally go wrong. There are a litany of potential market negative news that could hit so lets see how everything unfolds. Sector wise, interesting that consumer products index hasn’t quite kept up the runs in services, and that insurance names continue to be weak […]
Read More →Notable Transactions Buy(s) THB 33 mn N/A Sell(s) THB 2.4 bn MTLS – A huge sale from the owner. Does he not see a continuation of the 50% YoY growth after 2017? TKN – Again the major shareholders sell, looks like a block trade BEAUTY – See TKN BA – Now this is a rarity, […]
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