ADVANC ADVANC is the number 1 candidate for 4G auction. It expects 2Q15 earnings of Bt9.2bn (9% growth). ADVANC is a high dividend stock compared to its peers. (Thun Hoon, 30/06/15) Comment: ADVANC needs the 4G spectrum more than any other operator out there.  AOT AOT is budgeting Bt13-14bn to developing Suvarnabhumi and Don Mueng airports […]

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BGT BGT targets gross margin of 40% backed by implementing cost control and introducing new products. 2Q15 profit is expected to be good. It expects 10% revenue growth this year. It plans to expand abroad. (Thun Hoon, 29/06/15) Comment: I’ve always thought they knew how to run a good retail business, but the numbers haven’t […]

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Notable Transactions Buy(s) THB 451 mn POST – So he’s gone ahead and acquired up to 25% of POST b/c he says he believes in the future and the business today. PF – I still fear a future capital increase by Property Perfect. BA –  And he continues to buy more and more shares. Sell(s) […]

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Here are the facts: Exports tumbled for a fifth straight month in May The Commerce Ministry yesterday said shipments fell by 5% year-on-year to US$18.4 billion last month. In the first five months, exports reached $88.7 billion, down 4.2% from the year-earlier period. May exports of agricultural goods fell by 2.8% year-on-year to $2.97 billion, […]

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Thailand BoT slices growth outlook to 3% – The Bank of Thailand has slashed its economic growth forecast for this year to 3%, saying export growth has slowed, private consumption remains tepid, and private investment is weak. It is the fourth cut to the 2015 growth forecast by the central bank. Last June, it projected growth of 5.5% […]

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WEH has followed the typical Thai drama show story line for the past 12 months with the major shareholder, Nopporn Suppipat, having an arrest warrant issued for him and the SEC blocking their supposed IPO and hurting DEMCO’s short term share performance (hence the only reason for posting this). Now there is a new shareholder […]

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AJP AJP plans to launch new TV program on free TV after getting a three-year license for an international sports program. It expects to complete the deal for a waste power plant project at the end of June. It believes it will show a net profit this year, backed by this project. (Thun Hoon, 26/06/15) […]

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