BA BA starts trading today. It is expected to close at above Bt25/share. Management expects 2015 revenue growth of 18% YoY supported by initiation of AEC. The company aims to find three new partners. (Kao Hoon, 3/11/14) Comment: I think its going to go the way of NOK i.e. shitty first day, and it will […]

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Notable Transactions Note: All transactions highlighted are above THB 20 mn in value Buy(s) THB 2.2 bn MC – Basically a swap of shareholding between husband and wife CGD – They have the news of their massive property projects going ahead, plus a potential REIT in the future. PICNI – CP Group buying into Picni? […]

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AGE AGE to conclude deal for 9MW capacity biomass power plant with partner within 2H14. It expects investment to be Bt700mn. (Khao Hoon, 25/04/14) Comment: This deal will be done between QTC, AGE and 2 other partners I believe, its been around in the news for a while now ASP ASP leads in net profit […]

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