Tag: tpoly

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Stocks in the news (apco, akr, ccp, dcon, dtac, gl, irpc lalin, lph, ori, pjw, pk, qtc, smart, snc, spcg, thana, tpoly) 10.02.16

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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Stocks in the news (aav, abc, apco, ccn, gpsc, jsp, kc, psl, smart, stanly, super, tog, tpch, tpoly, tndt, ttw) 09.02.16

AAV AAV expects 2016 net profit to be over Bt1bn driven by 16.9mn passengers and an 82% cabin factor. It expects to get five A320 planes this year, with a goal of 70 airplanes in 2020. It expects to open new routes in CLMV, beginning with Luang Prabang. (Thun Hoon, 09/02/16) Comment: There is no […]

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Stocks in the news (akr, atp30, beauty, ck, ivl, jmt, major, nch, oishi, pca, smt, tpoly, tsr, tvt) 08.01.16

AKR AKR says foreign investors are interested becoming partners to invest in alternative energy. It expects 4Q15 earnings to mark a record high backed by numerous orders. It targets 2016 revenue to grow not less than 25% thanks to Bt6bn in bids. It expects the government to approve solar farm projects. It plans to invest […]

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Co Visit: Thai Polycons (TPOLY)

Power and property strengthen foundation of Thai Polycons SET-listed Thai Polycons Plc (TPOLY) has been in the construction business since 1988 and since diversified into renewable energy and property. President Chainarong Chanpalangsri discusses the company’s strategy and outlook. Please explain Thai Polycons’ history and business model. We started in 1988 initially with 1 million baht in […]

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Stocks in the news (ah, bkd, chow, color, dcon, dna, fpi, jmart, ml, modern, ptg, sgp, tpoly, trc, trubb, utp) 30.11.15

AH AH expects 2016 revenue growth of 5-10% thanks to new car models. It expects gross profit margin to be good when it implements cost control. It has budgeted Bt400mn to acquire a business next year. It has cash on hand of Bt800-1,000mn. (Khao Hoon, 30/11/15) Comment: This has been a dog of stock for […]

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Stocks in the news (acap, akr, brock, bts, epg, fsmart, ifec, jmt, kiat, ticon, tkt, tpoly, tu, tvt, uniq) 24.11.15

ACAP ACAP reported 3Q15 net profit of Bt3.82mn backed by loan growth. It expects 2016 revenue to be good as it focuses on SME loans. It targets Bt600mn in SME loans in 2016. (Khao Hoon, 24/11/15) Comment: That is their existing business line, there were talks that it was going to expand into other businesses […]

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Stocks in the news (29.10.15)

Names today: BSM, DELTA, IEC, ILINK, KSL, NWR, PCA, PCSGH, SAWAD, SMT, SORKON, SVI, SYNEX, TMB, TPOLY, WORK BSM BSM expects 2015 revenue of Bt600mn (+20%), meeting target. It plans to cooperate with KCM to increase distribution channels, especially for high margin products. It targets 2016 revenue growth of 15-20%. It expects exports to comprise […]

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Stocks in the news (20.10.15)

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 […]

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Stocks in the news (bwg, ci, cpf, dtac, egco, gunkul, mtls, nch, rich, tfg, tpoly, true, ttcl, wha) 09.10.15

BWG BWG has strong fundamentals, high retained earnings and no debt with D/E at 0.62X. It expects profit growth of over 30% in 2015 supported by expanding its customer base. The company expects profit of 35-40% in 2016 due to more customers from BOI and booking sales from 9.4MW power plant. (Than Hoon, 9/10/15) CI […]

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Stocks in the news (cho, ck, egco, eforl, hemraj, hmpro, ifec, qtc, singer, sport, syntec, tcmc, thani, tks, tpoly) 28.09.15

CHO CHO expects to sign NGV bus contract, worth Bt1.735mn in mid-October. It expects to bid for more electric bus projects. It maintains 2015 revenue growth of 10% with Bt600bn backlog. (Khao Hoon, 28/09/15) Comment: Again wonderfully positioned to benefit from this NGV bus , BUT post these sales earnings will decline to what they […]

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