Market Update 30/10 – 03/11
NBTC NBTC NBTC. Also glance your eyes over to the automotive sector which has been one of the best performers over the past 12 months ex commodity names
Read More →Tag: Thailand
WHTW Top 10: 30/10 – 03/11
BoT: 4% Q3 growth rests on export bump. Economic growth in the third quarter could expand by 4% year-on-year propelled by robust export growth, with year-end festivities expected to shore up further growth prospects in the remaining months, says the Bank of Thailand.  End. (Bangkok Post, 1/11/1 7) Purple, Orange lines bidding expected in Q1. THE […]
Read More →Stocks in the news (advanc, chow, cmo, mint, ori, pttep, thcom, title, tta, utp) 03.11.17
ADVANC ADVANC reports 3Q17 net profit of Bt7.469bn, growing by 14% in tandem with the increase in total revenue, while EBITDA increased by 15% to Bt17.589bn because of effective cost and expense management. It plans to invest Bt5bn to expand its high-speed internet network. (Thun Hoon, 3/11/17) Comment: The news that 1) the NBTC set […]
Read More →Stocks in the news (bbl, bpp, global, jmart, scc, seafco, siri, whaup, wice) 02.11.17
BBL BBL says 2018 loans will grow similar to 2017 at 4-5% in tandem with ongoing fluctuations in the world economy. It also says that the BoT deposit policy act will not affect its business. (Thun Hoon, 2/11/17) Comment: Banks seem to be signaling that the NPL issue is over. BPP BPP contracted to invest […]
Read More →Stocks in the news (cbg, com7, hmpro, kiat, ktb, ktc, nusa, rs, rvd, vgi) 01.11.17
CBG CBG is talking with new partners to further its intention to increase revenue from overseas and raise 2017 revenue proportion from overseas to 50% of total sales. It expects 2018 sales to make a new high after seeing signals of a strong economic recovery and continuous overseas market expansion. It also said that sales […]
Read More →Stocks in the news (bdms, epco, ilink, mpg, pm, rcl, siri, tfd, tfg, ttcl) 31.10.17
BDMS BDMS reports 3Q17 earnings of Bt2.2bn, down 4.6% YoY. It expects 4Q17 will recover in tandem with high season, which will increase the number of both international and domestic patients. (Khao Hoon, 31/10/17) Comment: Not quite accurate given that the company hasn’t announced earnings yet. EPCO EPCO says 3Q17 earnings were good, supported by […]
Read More →Stocks in the news (age, bjc, bpp, ck, ktb, planb, sappe, syntec, ttcl) 30.10.17
AGE AGE says The logistics and warehouse service business has a good outlook next year, as it expects to receive Bt500mn revenue. It plans to close the deal to set up a joint venture with a Chinese partner in 2017 and raise revenue proportion from overseas to 20%. It also expects revenue to grow by […]
Read More →Management Trades 23/10 – 27/10
Notable Transactions Buy(s) THB 75 mn BLAND – He hasn’t stopped buying for the past…well since I’ve started tracking management trades Sell(s) THB 384 mn THANI – A director sold off 30 million shares BTS – A rare transaction over at BTS, some warrants sold by the founder. Note: Actual period was 16/10 – 27/10
Read More →Market Update 16/10 – 27/10
With oil prices and other commodity prices coming up, its helped to keep the market buoyed. 3 q earnings are nearly all out, another 10 days left, nothing looks to pretty, but the YoY’s may look better for certain names esp consumer related spending.
Read More →Random Thoughts: Exports, China, Sahapat, LTF, Holidays etc…
Exports are rocking So despite all the news that the THB is strengthening too quickly exports are continuing to climb for Thailand and the trade surplus continues to enlargen further. Though some clever analysts are pointing out that half of the increase is price inflation. Â She said exports to the traditional key markets of […]
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