Sector Update 17/03 – 21/03

Political news is back! Although it has never really left, we have fun times ahead as usual this week with the Democratrs decided whether or not to join the next election, the PM may still be kicked out by the NACC and more rallies, this time both yellow and reds, they should actually get together and make an orange baby.

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Continue reading Sector Update 17/03 – 21/03

Stocks in the news (aot, bch, jas, ktb, ptt, scc, siri, spali) 24.03.14

AOT

AOT expects FY2014 profit growth YoY on growth in normal operations. It aims to maintain EBITDA margin at 40%. (Post Today, 24/3/14)

BCH

BCH seeks additions to hospital chain – SET-listed Bangkok Chain Hospital Plc (BCH), the operator of Kasemrad Hospital and World Medical Center, is in talks to acquire three or four hospitals upcountry after its board approved a Bt5bn budget for expansion. It plans further business growth, particularly on the outskirts of Bangkok and in big cities upcountry, despite the prolonged political unrest. (Bangkok Post, 24/3/14)

Comment: The key issue has been the World Medical Center for BCH, if this stops losing money then perhaps interest will be back into the company  Continue reading Stocks in the news (aot, bch, jas, ktb, ptt, scc, siri, spali) 24.03.14