Stocks in the news (aav, banpu, bmcl, ccp, ktc, smpc, uv, wha) 11.11.13


3Q13 profit Bt290mn — AAV reports 3Q13 profit of over Bt290mn, +59% growth QoQ. This is due to a 30% increase in cabin factor, raising revenue to over Bt5bn revenue. 9M13 net profit is at Bt1.5bn, 70% growth YoY. (Khao Hoon, 11/11/13)

Comment: As long as they stay away from buying planes then ok but we prefer to avoid this one.


Banpu targets high-growth countries – With strong energy demand in India, Indonesia, the Philippines and Vietnam, in line with economic growth and infrastructure development, Banpu Plc plans to boost sales in these countries through its Indonesian coal mines. Banpu chief executive Chanin Vongkusolkit said his company will focus on sales growth in high-potential markets and does not need new investment. (Bangkok Post, 11/11/13)

Comment: Nice but still overvalued


CK-BMCL sign contract with Marubani-Toshiba. — Marubani-Toshiba will provide 63 skytrain cars, and service them for 10 years. The contract is for Purple Line, Bang Yai – Bang Sue (Khao Hoon, 11/11/13) Continue reading Stocks in the news (aav, banpu, bmcl, ccp, ktc, smpc, uv, wha) 11.11.13

Management Trades 04/11 – 08/11

Notable Transactions

Buy(s) THB 443 mn

  • BGH – Founder still continues to buy shares in his co, another THB 139mn
  • BNC – No name posted here, but THB 49mn isn’t anything to scoff at.
  • GRAMMY – Another THB 72 mn bought by the founder
  • SVI – K. Poe is transferring more shares to his name, to the tune of THB 170mn

Sell(s) THB 2.4 mn

  • n/a

131111 mgmt_trades

Latest Changes to the MSCI Indices

BTS Group Holdings Plc (BTS) and TMB Bank (TMB) will be added as components of MSCI Global Standard Indices.  

The 15 new stocks on the MSCI Global Small Cap Indices are Asia Plus Securities Plc (ASP), Chularat Hospital Plc (CHG), CK Power Plc (CKP), Country Group Development Plc (CGD), Diamond Building Products (DRT), DSG International (Thailand) Plc (DSGT), Erawan Group Plc (ERW), KCE Electronics Plc (KCE), MBK Plc (MBK), MC Group Plc (MC), MK Restaurant Plc (M), Mono Technology Plc (MONO), Nok Airlines Plc (NOK), RS Plc (RS) and Thai Union Frozen Products Plc (TUF).

Source: Bangkok Post

We only raise our eyebrows towards CGD and Mono, how did they get there?

This is going to be a fun day

@10 AM The senate meets! Either they will accept the bill or chuck it out the window and then we have @4pm the Preah Vihear dispute and then we have a 6PM deadline set the Democrat’s rally for the the government to annul the amnesty bill.

In the meantime more anti-amnesty and anti-gov folks will hit the streets today, and now they want to overthrow the Thaksin, oops I meant Yingluck government, and now the red shirts have to come in the party blocking off Central world (if CPN’s stock price collapses b/c of this then wooo!)

What a day its going to be.