AIE AIE says it will conclude a business cooperation agreement with a new partner by 3Q15. (Khao Hoon, 12/2/15) CSS CSS talking with board to split par to Bt0.10. Its energy business is doing very well, thanks to a good partner, Prime, which holds a PPA for 200MW solar energy in Japan plus several projects […]
Read More →Here are the key facts: Investment projects approved last year by the Board of Investment (BoI) hit a 50-year high The BoI approved 3,469 investment projects worth 2.19 trillion baht in 2014, surging 73% in terms of project numbers and 117% in terms of value. In 2013, it approved 2,347 projects worth 1.11 trillion baht. […]
Read More →Notable Transactions Buy(s) THB 10 mn N/A Sell(s) THB 3.6 bn AIRA – Looks like a huge block sale by one of the founders CK – It’s very rare to see the founder of CK sell his shares EA – Also looks like a block sale here PS – A director sells off a decent […]
Read More →Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →AKR AKR has set a revenues target this year of Bt4.2bn supported its transformer manufacturing and distributing and solar cell business. (Kao Hoon, 09/01/15) BKD BKD has set a revenues target growth of 20% this year supported by its backlog on hand of more than Bt2bn. It also expects to receive new government project worth […]
Read More →BTS Confirmed for O&M on South Green Line — Minister of Transportation Prachin has confirmed that BTS will obtain the O&M contract for South Green Line worth Bt9.1bn. BTS management met the minister to discuss the project and expects the Mass Rapid Transit Authority of Thailand to conclude the details in January 2015. (Kao Hoon, […]
Read More →BTC BTC expects to be in the black in 2014 although it faced net loss of Bt35.53mn in 9M14 and a loss in 2013 of Bt235.64mn due to lower spending. The company plans to improve its profitability to bring performance back to profit and is ready to form a partnership. (Thun Hoon, 17/12/14) CPF To […]
Read More →The SET has announced the semi-annual index review results for the SET50, SET100 & SETHD indices to be effective the first half of 2015 (Jan 1 – Jun 30). SET50 Index (SET50): 4 ADDED: CK, HEMRAJ, KTIS & SPALI 4 DELETED: BLA, GLOBAL, KKP & THCOM SET100 Index (SET100): 10 ADDED: ANAN, DEMCO, HANA, ICHI, […]
Read More →Earlier in the month we posted that WHA and HEMRAJ was the deal that never happened, now things have taking a new turn… What’s happened? Over the weekend there was news that WHA would purchase the stakes of the majority shareholders of Hemraj (15% of HEMRAJ’s outstanding shares) @ a price range of THB 4.60-THB […]
Read More →What happened? Yesterday both the shares of WHA and HEMRAJ were suspended/halted from trading by the SEC on the news that an M&S may potentially take place with WHA’s CEO saying it would be with a company of a THB 50 bn market cap. So why no deal? Both shares resumed trading today with both […]
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