Market Update 25/09 – 29/09
The rush in liquidity has pushed things such as CPALL, HMPRO, and basically every other large name has kept the market buoyant.
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Stocks in the news (bcp, hmpro, mill, sawad, siri, top, pttep) 08.09.17
BCP BCP to invest Bt350mn for R&D, focusing on startup companies in order to drive future growth. (Thun Hoon, 8/9/17) Comment: An interview on BCP is coming, I was impressed by the developments and moves made by them over the past few years HMPRO HMPRO signals 3Q17 earnings will be better YoY due to a […]
Read More →Stocks in the news (bkd, cpall, hmpro, nwr, pttep, pttgc, s, sena, top) 23.08.17
BKD BKD to progress on new business plan. It says it expects 2H17 performance to be outstanding due to high season. It plans to get a new project worth Bt5bn. (Thun Hoon, 23/8/17) CPALL Jiffy to replace 7-Eleven at PTT stations. PTT Plc, the national oil and gas conglomerate, plans to start replacing 7-Eleven stores […]
Read More →Stocks in the news (bch, bcpg, delta, hmpro, nwr, scc, siri) 27.07.17
BCH BCH signals strong 2H17 performance, driven by revenue from Social Security patients and better performance at WMC. (Thun Hoon, 27/7/17) Comment: WMC had been a drag on BCH ever since they launched it 4-5 years ago. The market is still betting on a turnaround in #’s something that has yet to be sustainable. BCPG […]
Read More →Stocks in the news (bpp, earth, fsmart, gunkul, hmpro, ivl, lhbank, rjh, world) 26.07.17
BPP BPP is expanding in both domestic and international markets. It bought a 28MW solar farm in Japan. It plans to invest US$82mn in 2H17 in both M&D deals and auction in order to underwrite long-term growth. (Thun Hoon, 26/7/17) EARTH SET asks EARTH for more detailed explanation. The SET is responding to the company’s […]
Read More →Stocks in the news (ba, bafs, banpu, bts, ckp, cpf, dtac, hmpro, bay, pttep, siri, spa, susco, whaup, work) 03.07.17
BA BA expects 2H17 to be supported by tourism recovery. The company is going ahead with its new flight routes. It expects to get the EIA approval for the expansion of the Samui Airport to increase the number of flights to 70 per day in 3Q17. It is also benefiting from the kitchen expansion at […]
Read More →Stocks in the news (bts, cbg, erw, hmpro, kkp, lpn, mint, oishi, ori, pace, pttep, spcg, super, thai, top, twpc) 21.06.17
BTS BTS expects EBITDA margin for the Pink and Yellow Lines to increase to 64-69% in its final year and passenger numbers to grow 4.5-5.2% on average. (Thun Hoon, 21/6/17) CBG CBG is in talks with 3-4 retail operators in the UK to expand its business overseas. It expects to finalize the deal with 2-3 […]
Read More →Stocks in the news (age, bcp, beauty, bh, bigc, cpf, delta, hmpro, ktc, malee, mint, richy, sena, scc, sq tse, uniq, wice) 26.04.17
AGE AGE plans to expand to Vietnam where demand is high. It expects 2H17 sales to jump on the completion of the setup of a JV. It targets 2017 sales to grow 25-30% from last year’s 2.36mn tons. It expects 1H17 domestic sales to be good, with orders from major clients up 50%. (Thun Hoon, […]
Read More →Stocks in the news (aav, aot, ba, bem, cmo, ea, earth, harn, hmpro, kcar, mcs, ple, pttep, sc) 12.04.17
AAV AAV said load factor has risen to 90-100% on seasonality, more routes and more flights. It expects 1Q17 performance to be good. It plans to open more international routes and increase the number of flights to India. (Thun Hoon, 12/04/17) AOT AOT expects robust earnings in 2QFY17 of Bt6bn aided by 8% passenger growth. […]
Read More →Stocks in the news (abc, apco, arrow, bem, ccn, ea, hmpro, l&e, ori, pttep, tae, tpipl, twpc, umi, uv, vgi) 07.03.17
ABC ABC plans to invest in WeChat Pay project, a mobile payment application for Chinese tourists. It expects this to contribute revenue of Bt1bn/month. It plans to partner with department stores and is looking for other partners as well. (Kao Hoon, 07/03/17) Comment: Where does the news get these magical #’s from? APCO APCO […]
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