Innovation keeps Eastern Polymer in front Eastern Polymer Group Plc (EPG), a maker of synthetic rubber and plastic products with customers in sectors ranging from construction to auto parts and packaging, listed on the Stock Exchange of Thailand last December. Chief executive officer Pawat Vitoorapakorn discusses the company’s strategy and outlook. Please explain the history […]
Read More →Biggest state bond issue to be launched this month – proceeds to be used for 2016 budget deficit. The Finance Ministry will issue government bonds worth Bt50 billion, the highest ever, with three-year maturity and 3-per-cent interest, to apply to the 2016 fiscal budget deficit of Bt390 billion, while the Government Pension Fund is set […]
Read More →Names today: AIT, ILINK, BKD, CHOW, DELTA, DEMCO, EASTW, EPCO, FORTH, LIT, MCS, QH, SAMCO, SUSCO AIT AIT cooperating with ILINK to invest in a data center. It has got a Bt600mn job which is expected to start up in 2016. It expects this to boost performance next year. It expects 2015 revenue of Bt5.2bn […]
Read More →Names today: CHG, COM7, CPN, DRT, EFORL, JTS, KC, KTC, MC, NYT, PLANB, PTT, PYLON, SLP, SMT, TCMC, TPAC CHG CHG expects to acquire one hospital this year. It expects 1-2 deals to be concluded next year. It expects its expansion plan to raise revenue by 18-20% this year from 2014’s Bt2.7bn. It expects net […]
Read More →Names today: AOT, APCS, AQ, CPALL, CTW, DTAC, EMC, HMPRO, JWD, PACE, PSTC, S, SAWAD, SIRI, SMM, STPI, TPOLY) AOT AOT says 2015 passengers grew 21.94% to 106.79mn on the back of 47.75% passenger growth in Don Mueng Airport because of growth of low cost airlines. (Khao Hoon, 20/10/15) Comment: Continued amazing passenger growth numbers […]
Read More →Wow, 2,000 posts! It’s been a fun 4 years (!!), and now just looking back on the database I can see that my very first post was about SMID’s in Thailand on the 1st April 2011 (lovely coincidence) and here it is… Small And Mid Cap Investments In Thailand Every large company used to be […]
Read More →Names today:Â arrow, ba, big, com7, irpc, kcm, lit, nusa, spa, synex, syntec, thcom, tog, tpipl ARROW ARROW expects 3Q15 earnings to be good backed by expansion of industry and government investment. It expects this to raise 2015 net profit to Bt248mn (+32%). (Khao Hoon, 19/10/15) Comment: One of the few companies that have consistently shown […]
Read More →Whats the news going to be this week? Well 3Q15 is over, financials will begin to announce their financial performance followed by every other industry/company in the market in the coming 30 days, it’s going to be a hectic fun period, but I doubt that there’ll be many positive growth stories and am expecting to […]
Read More →Notable Transactions Buy(s) THB 169 mn MALEE – Looks like a swap between the Central family members RS – And the owner keeps buying and buying Sell(s) THB 959 mn BEC – Another large block sale by the maleenont family MALEE – See above MINT – Quite rare to see this director sell his shares in […]
Read More →Given that last week’s email didn’t go out, here’s the link to last week’s Random Thoughts: ADVANC, Pattaya/Utapao, Indonesia Property Stimulus: While I doubt there will be a huge positive impact from this stimulus measure, it’s still worth noting a few things: The cabinet has approved property stimulus measures to help boost the economy. Some […]
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