Stocks in the news (cpf, earth, ktb, n-park, nusa, nwr, pttgc, tpoly) 11.12.13

CPF Freshening CP Freshmart — CPF is spending Bt50mn on “CP Freshmart”, with promotional campaigns and a new Santa promotion. It expects sales during the holiday festival to double. (Khao Hoon, 11/12/13)

EARTH expects 2014 coal sales at >8mn tons. The company will target more foreign markets to help support growth as it believes that coal prices have bottomed out. JORC reports that the company’s acquisition of the Indonesian mine is 90% completed and is expected to be completed by December. (Khao Hoon, 11/12/13)

Comment: This company still continues to amaze, and yet doesn’t really seem to meet with anybody.

KTB 4Q13 to beat 3Q13 — KTB said that 4Q13 earnings will be better than 3Q13 with the bank setting aside normal provisions after NPL levels continue to decline. It expects loan growth 2014 to be 1-1.5 times higher than GDP or at 5-7%. (Khao Hoon, 11/12/13)

Comment: We doubt that banks will do well next year, the easy EPS growth via corporate income tax reduction from the past 3 years is gone Continue reading Stocks in the news (cpf, earth, ktb, n-park, nusa, nwr, pttgc, tpoly) 11.12.13

Stocks in the news (bafs, ecf, oishi, mc, ratch) 09.11.12

BAFS 10% growth in fuel sales in November — BAFS reports fuel sales of 435mn liters in November, up 10% YoY. 11M13 sales increased to 4.49bn liters due to more flights. (Khao Hoon, 9/12/13)

Comment: This company can essentially be seen as a bond that grows with the increased traffic at the Bangkok Airports

ECF New Japan deal expected — ECF expects a new multimillion baht deal in Japan this month and has signed the Philippines deal. The Philippines deal is expected to generate minimum revenue of Bt10mn. The management expects revenue in 2014 to grow by 15%. (Khao Hoon, 09/12/13)

Comment: No idea what this company is

OISHI Big plans — OISHI aims at 2014 food revenue of Bt7.4-7.5bn from an expected Bt6.5bn in 2013. It will invest Bt600mn into 50 new branches. It will open in Myanmar in 1Q14, adding to its two overseas branches. (Khao Hoon, 9/12/13)

Comment: Once the darling of investors, the stock is down 41% YTD and is still trading @ 80x PE13! Continue reading Stocks in the news (bafs, ecf, oishi, mc, ratch) 09.11.12

Stocks in the news (bts, cnt, ptt, sgp, tks, tmb) 06.12.13

BTS Expects extension to bring in 30-40% more riders — BTS says it expects the Silom-Bangwa extension will add 30-40% new users. VGI will get additional revenue from more commercial space. (Khao Hoon, 06/12/13)

Comment: The addition of the extension is positive news for the co, went to check it, now the question is what are they going to do with THB 40 bn worth of cash?

CNT Revenue to go over Bt10bn next year — CNT is confident that next year revenue will be above Bt10bn after Bt9bn this year. It targets year-end backlog of at least Bt10bn from the current level of Bt9.1bn. (Khao Hoon, 06/12/13)

Comment: CNT has done tremendously well over the past few years growing with the expansion of malls and  bigcs and tescos throughout Thailand

PTT Fire won’t hurt consumers — PTT says the fire at TungKru gas distribution center will not affect its NGV consumers, as it will find other sources for consumers. It also assures that it will find preventive measures so this will not happen again. (Khao Hoon, 06/12/13) Continue reading Stocks in the news (bts, cnt, ptt, sgp, tks, tmb) 06.12.13