TTA | ThaiCapitalist

Nov17 0

AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]

Sep16 0

AJD AJD expanding business to online top up machines. It has a three-month target to sell 20,000 machines with sale of 70,000 machines next year. The setup of a JV with YTO Express at Alibaba will finish this month. (Kao Hoon, 15/9/15) Comment: So they’ll try and compete with FSMART, quite curious to see if […]

Sep03 0

BWG Investors are interested in buying BWG shares via PP. It expects 2015 revenue to grow 15- 20% backed by marketing strategy. (Thun Hoon, 03/09/15) Comment: Right…and we thought the SEC had crackdown on dodgy PP’s ESSO ESSO expects 2015 performance to be the best in three years after net profit reached Bt3bn in 1H15 […]

Aug20 0

AJD AJD and CTH plan to sell set-top boxes for Premier League football. They target Bt338mn in sales (200,000 set top boxes) within one year. It expects membership fees to drive revenue growth to 50%. (Khao Hoon, 18/08/15) Comment: CTH desperately needs to find a way to make money from its PL licenses, they are […]

Aug04 3

Notable Transactions Buy(s) – THB 2.7 bn TTA, SAMART, BA, TIW, TRC, A, PACE, MK, SPALI, TVO Sell(s) – THB 1.5 bn COL, SAMART, ACD, PTG, NDR, IHL, BSM, TPOLY, ROCK Note: Transactions shown are > THB 5 mn

Aug04 3

ADVANC ADVANC reported 2Q15 net profit of Bt9.8bn (16% growth) backed by higher service revenue and mobile phone sales. It will pay a dividend of Bt6.5/share, XD on Aug 11. It revised down 2015 target growth from 3-4% to 3%. (Khao Hoon, 04/08/15) AJD AJD is talking to prospective Chinese partner (Alibaba) to invest in […]

Jul31 0

ADVANC ADVANC has launched a campaign “AIS the startup 2015”. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]

Jul10 0

AH AH expects 3Q15 to be good backed by new car models. It targets 5-10% revenue growth this year although 2Q15 profit is expected to be lower than 1Q15 on seasonality. It expects to conclude an acquisition in 4Q15. (Khao Hoon, 10/07/15) AIRA AIRA plans to expand into leasing and insurance in 2H15. It expects to start […]

Jul09 0

AJD AJD is talking to a prospective partner which is expected to be finalized in 3Q15-4Q15. This deal will increase AJD’s competitive advantage by broadening its market abroad. It is looking for a partner who has a PPA to invest in a solar farm. (Thun Hoon, 09/07/15) Comment: Again another PPA/renewable switch AJP AJP will ask shareholder […]

Jun23 3

BEAUTY BEAUTY targets to maintain gross margin of 69%. It plans to introduce a new product in 3Q15. 2H15 is expected to be good thanks to seasonality. The plan to set up a distributor in Indonesia is expected to be finalized in 3Q15. It expects Bt1.7bn revenue from abroad this year. (Thun Hoon, 23/06/15) Comment: […]

ThaiCapitalist

Insights into the SET Index & Thai Stocks

Tag: TTA

Stocks in the news (aqua, atp30, bmcl, chow, col, epg, ilink, ktc, malee, ndr, pstc, siri, sricha, svoa, syntec, tasco, the, trc, tsr, tta) 17.11.15

Stocks in the news (ajd, amata, anan, hpt, maco, synex, tasco, tta, uwc) 15.09.15

Stocks in the news (bwg, esso, gpsc, kgi, mega, ps, pap, ptg, sappe, sgp, smm, tmc, tta, tvt, uac) 03.09.15

Stocks in the news (ajd, akr, anan, aqua, bland, epg, fire, forth, gunkul, ilink, malee, mc, mill, pttgc, s, seafco, siam, tsr, tta, tvt, uac) 18.08.15

Management Trades – July 2015

Stocks in the news (advanc, ajd, arrow, bdms, bmcl, cen, city, cm, hmpro, inet, itd, kkp, nyt, planb, qlt, rs, sena, tae, tks, tta, tvt) 04.08.15

Stocks in the news (advanc, age, banpu, cth, delta, eastw, estar, ifec, intuch, jsp, kcm, ktc, mint, ncl, scc, sccc, trc, tsr, tta, ukem, wha, world) 31.07.15

Stocks in the news (ah, aira, akr, ap, btc, chuo, delta, iec, lit, modern, mcot, mtls, ptt, rich, sc, sena, snp, siri, spcg, symc, tasco, tta, tvt) 10.07.15

Stocks in the news (ajd, ajp, big, brock, fer, fpi, hemraj, wha, ivl, kcm, mjd, mill, pap, pcsgh, pdi, ptg, ptt, sappe, syntec, tk, tsr, tta, tuf) 09.07.15

Stocks in the news (beauty, cgs, fpi, gfpt, match, mc, mk, pca, ppp, prin, rojna, rs, sam, spa, tipco, tta, upa) 23.06.15