Tag: Thai Stocks

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Stocks in the news (bsm, demco, epco, gl, grammy, gulf, jas, kbank, ktc, malee, nok, pf, psl, ratch, sabina, sawad, sc, se, spali, ssp, tpbi, wha, irpc) 17.05.18

BSM BSM’s earnings in 1Q18 improved significantly, up 115.6% YoY, supported by strong performance of its hospital segment. The company targets revenue for 2018 at a record high of Bt800mn. It will expand to the property development business. (Thun Hoon, 17/5/18) Comment: They’ve been quiet for some time. Wondering if this is going to be […]

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Stocks in the news (advanc, banpu, chewa, gcap, ratch, richy, sappe, scb, scc, ssp, tvo) 16.05.18

ADVANC ADVANC expects the strong earnings momentum to carry into 2Q18 driven by the ongoing popularity of the Internet on both mobile and fixed broadband. The firm also plans to delist CSL within July. For the whole year, the firm sticks with its revenue growth guidance of 7-8%. The investment in 4G network will be […]

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MSCI Changes

Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F   MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE

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Stocks in the news (aav, beauty, bgrim, chayo, gold, gulf, ktc, maco, ptg, siri, spcg, super, thcom, uac) 15.05.18

AAV AAV expects to finalize with a European partner to invest in MRO at U-Tapao Airport. The project value is Bt1.5bn. The company expects to serve more than 200 aircraft and plans to invest in a pilot and crew training center. The company targets earnings to hit a new high after the strong 1Q18 earnings […]

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Stocks in the news (aq, ete, jwd, ktb, ktc, ncl, port, thg, tk, tkn, tmill, trubb, wha) 14.05.18

AQ AQ reported Bt20mn profit in 1Q18 from Bt60mn loss in the same period of last year. Management reveals a plan to launch three new projects in areas with potential this year and is preparing to sell land via auction to repay bank debt. ( Thun Hoon, 14 / 5 / 18 ) ETE ETE […]

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Random Thoughts: Potential changes to the SET50 and SET 100, Telco Auctions, Malaysian Elections

Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]

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WHTW Top 10: 07/05 – 11/05

Thai National Shippers’ Council (TNSC) raised their forecast for Thailand’s export growth to 8% this year. The more upbeat outlook is due to stronger demand from both key and non-key trading partners. The TNSC also noted that the Thai export structure has become more balanced. (IQ Biz, 9/5/2018) Thai Industries Sentiment Index (TISI) dipped in […]

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Stocks in the news (anan, chewa, com7, cpn, eastw, ivl, modern, mtc, psh, ptg, pttgc, thcom, tk) 11.05.18

ANAN ANAN had transfers of Bt3.84bn (+72%) and sales of Bt6.685bn (+51%). It maintains its 2018 transfer target of Bt38bn (+152%). It has Bt53.6bn of backlog. (Thun Hoon, 11/5/18) Comment: But the hangover of Ashton Asoke is going to cap upside regardless of how well the company is performing CHEWA CHEWA had net profit of […]

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