ABC ABC expects to end presales of “ABOVE Sukhumvit 39” at more than Bt2.5bn in 4Q16. (Kao Hoon, 12/10/16) AMA AMA is ready to submit its filing to the SEC to list on the mai and expects an IPO of 108mn shares. It plans to increase its fleet and liquid transport vehicles in Thailand and […]
Read More →Notable Transactions Buy(s) THB 195 mn BDMS – And he’s still at it! SYNTEC – The family/board members have been continuously buying shares here for the past few years Sell(s) THB 189 mn BA – A first major sell from BA TICON – Perhaps linked to the deal with Charoen? KOOL – A recent high […]
Read More →Notable Transactions Buy(s) THB 866 mn BDMS – After that announcement of buying the Nai Lert Park land the founder bought a whopping THB 786 mn worth of shares SYNTEC – This company has seen a lot of management buying over the past 12-24 months Sell(s) THB 99.7 mn BTW – Just met them this morning, […]
Read More →ARROW ARROW expects 2016 revenue and profit to be a new high. It is maintains its full-year target revenue at Bt1.4bn, growth of 15%. It has backlog of Bt240mn, all of which will be booked this year. It is talking with two companies to take a share of its subsidiary and expects to make a […]
Read More →ACC ACC expects to wipe out retained losses. It expects net profit to return to the black in 2016 after it expands its business to trading, property, and alternative energy business. It expects to pay a dividend this year on its turnaround. (Thun Hoon, 28/04/16) Comment: A quick scan of the company shows that they […]
Read More →BAY BAY targets loan growth of 7% mainly corporate loans in Thailand and Japan. It expects revenue from fees to grow, offsetting lower NIM. It expects NPLs in 2016 of not over 2.5% and plans to sell Bt2-3bn in NPLs. It plans to issue a debenture worth no less than Bt10bn to bring Tier 2 […]
Read More →AOT AOT will open Don Mueang Airport Terminal 2 on Mar 8. This terminal can handle up to 30mn passengers annually. It expects 2016 passenger growth of 26%. It expects Don Mueang and Phuket airport to contribute additional revenue of Bt1bn in 2016. (Khao Hoon, 02/03/16) Comment: Plus you do have phuket opening as well, […]
Read More →AUCT AUCT expects used car tent market to be good. It expects 20% growth in used cars to be put up for auction after the new tax structure has raised selling prices. It expects to be win the auction management contract for the public sector after its successful 4G spectrum auction. It expects 2016 revenue […]
Read More →AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]
Read More →Names today: arrow, ba, big, com7, irpc, kcm, lit, nusa, spa, synex, syntec, thcom, tog, tpipl ARROW ARROW expects 3Q15 earnings to be good backed by expansion of industry and government investment. It expects this to raise 2015 net profit to Bt248mn (+32%). (Khao Hoon, 19/10/15) Comment: One of the few companies that have consistently shown […]
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