The new digital TV industry has been both a love and hate relationship for me, at times I can see the bull in it, about how well some new players will perform (WORK, RS), newer players receiving higher ad rates over the coming years, at other times I see the bear argument, an audience population that […]
Read More →Notable Transactions Buy(s) THB 1.2 bn Only CCN has caught my eye here Sell(s) THB 3.2bn Interesting to see both MAJOR and PSL large shareholders sell large stakes Note: We are only displaying trades above THB 10 mn
Read More →The Digital TV Industry has been having its own version of battle royale with the competition for ratings sending bidding prices for new shows through the roof and if you look at every company related to digital tv, all of their earnings were poor in 2014 and 1Q15, as a result of this they have […]
Read More →CCN CCN and partner to bid for government project worth Bt100mn in 2Q15. It expects to get the entire project. The 1Q15 outlook is relatively the same as last year. It expects 2015 revenue growth to reach the target 20%. (Thun Hoon, 17/04/15) COLOR COLOR expects its 2015 to turn to be profitable, after losses […]
Read More →AMATA Amata to invest in Vietnam’s Dong Nai – Thai industrial-city developer Amata will invest in three high-tech industrial-park and urban-development projects in the southern Vietnamese province of Dong Nai, news website dddn.com.vn reported. Amata Vietnam will be the investor in a 753-hectare urban-development project in Tam An commune in Long Thanh district. (The Nation, […]
Read More →Digital TV a rising star for Workpoint Workpoint Entertainment Plc is one of Thailand’s leading production houses with internationally recognised programmes. It has recently expanded into digital TV with its own channel. Chairman Phanya Nirunkul discusses the company’s strategy and outlook. What is Workpoint’s business model? We began in 1989 as a TV production house […]
Read More →AJD AJD announces capital increase for 13 investors at price of Bt0.1/share. The SET has requested greater details by 28 November as the company’s selling price is 97.48% below the average price and below book value, which will create 50% dilution for existing shareholders. (Kao Hoon, 26/11/14) Comment: Well any surprise? If only we could […]
Read More →So the results for the 7 HD digital TV variety-based channels have been released, the way it works is each company bid for a channel, and the top 7 bidders win whilst the bottom 2 are out, so BEC and MCOT are still in the game, WORK misses out (as of writing their stock is […]
Read More →More populist policies from the government, I won’t start a rant about how the government is throwing more of my tax-paying money for their own self interests i.e. CTH, but will try to consider this from a stock perspective. Who benefits? Well I believe Grammy, RS, and Work will be benefit as they are linked […]
Read More →CK – Expects good 1Q13 revenues — CK said 1Q13 revenue will be good after booking revenue from several construction projects. Currently, the company has backlog of Bt163bn. 1Q13 earnings will also be boosted by the booking of the sale of its shares in TTW to BECL. CK plans to list CK Power in March. (Khao […]
Read More →