Tag Archives: alt

Stocks in the news (ajd, alt, asimar, ccn, csp, gift, glow, gpsc, kbank, kool, mega, pk, plat, pstc, ptg, stanly, tasco, uac) 02.08.16

AJD
AJD is adding 20,000 online top-up machines and it is confident that at end of 2016 it will reach 50,000 machines. It has budgeted Bt10mn for marketing and promotional campaigns in 2H16. (Khao Hoon, 02/08/16)
Comment: If they could pull off what FSMART has done then perhaps for the first time in a decade I may consider this name
 
ALT
ALT expects 2H16 earnings to be good backed by trading business and 4G. It targets 2016 revenue to grow 10% from last year’s Bt2.6bn brought by IT trend. It plans to take part in bids. (Thun Hoon, 02/08/16)
ASIMAR
ASIMAR expects 2H16 earnings to be outstanding upon the booking of more revenue. It has backlog in hand of Bt380mn. It plans to bid for more jobs from TAT. (Kao Hoon, 02/08/16)
CCN
CCN is negotiating with both listed and non-listed companies about partnership. It plans to diversify to energy, with a decision to be made by the end of 2016. It expects 2H16 revenue at Bt100mn, growth of 20%. (Thun Hoon, 02/08/16)
CSP
CSP expects 1H16 sales volume of 80,000 tons, up 20% YoY, with 2016 sales volume of not less than 160,000 tons or up 15% YoY. It expects 2H16 steel price to average Bt16-18/kg. It plans to increase 2016 target revenue in August. (Thun Hoon, 02/08/16)
GIFT
GIFT expects 2Q16 earnings to be good backed by higher sales. It expects 2016 net profit to be a record high. It is talking to a partner to invest in alternative energy, with a decision to be made by the end of this year. (Khao Hoon, 02/08/16)
Comment: And they’ve recently switched from the MAI to the SET

Continue reading Stocks in the news (ajd, alt, asimar, ccn, csp, gift, glow, gpsc, kbank, kool, mega, pk, plat, pstc, ptg, stanly, tasco, uac) 02.08.16

Stocks in the news (alt, banpu, gl, ndr, planb, ratch, rs, super, tacc, tasco, tcc, tfg, true, wha, work) 16.05.16

ALT
ALT will hold a roadshow in five provinces. It expects to have an IPO selling 250mn shares in late June and list on the SET in 3Q16. (Kao Hoon, 16/5/16)
Comment: The IPO market has been quiet so far this year other than ASN which did well on its first day pop last week it’s been a quiet quiet start to the year.
 
BANPU
BANPU is investing in a 78.5MW solar farm in China to support future business growth. (Kao Hoon, 16/5/16)
GL
GL has a five-year plan to grow profit 10X after growing 100% in 1Q16. It is negotiating to acquire three businesses. (Kao Hoon, 16/5/16)
Comment: A former darling and now I don’t know quite understand how to justify its existing valuation. But I’ve been proven wrong many a time over the past decade and a half…
 
NDR
NDR expects 2Q16 earnings will be good supported by the good response to its new product “air lock”. It targets 2016 sales growth of 25% from 2015. It plans to expand its business in Thailand and abroad. The BOI approved its solar roof project. It expects to start operating in 2H16. This will reduce electricity cost by 10%. (Thun Hoon, 16/5/16)

Continue reading Stocks in the news (alt, banpu, gl, ndr, planb, ratch, rs, super, tacc, tasco, tcc, tfg, true, wha, work) 16.05.16