Tag Archives: aqua

Stocks in the news (abc, aqua, atp30, banpu, chow, ck, color, cwt, ekh, epco, jsp, jwd, htc, ktc, max, ncl, sappe, solar, sr, tk, tkn, tsth, uac) 17.08.16

ABC
ABC is confident that 2016 will turn around and targets 2016 revenue of Bt2bn. It plans to launch Above Sukhumvit 39 project on Sep 9 and hold a grand opening for ABC World on Dec 12. (Kao Hoon, 17/08/16)
Comment: Will this condominium be sold via their online channels with pet stores and solar panels?
 
AQUA
AQUA reported 2Q16 profit of Bt92mn or growth of 38% YoY and 1H16 profit of Bt172mn. (Kao Hoon, 17/08/16)
ATP30
ATP30 expects to get Bt500mn in projects, with finalization in August. It expects this to increase revenue by 30%. It targets 2016 revenue to grow 15% to Bt300mn supported by large orders and cost control. (Thun Hoon, 17/08/16)
BANPU
BANPU has set its five year investment plan at US$557mn, with a focus on the power business. It expects net profit to return to the black this year with an EBITDA of US$500mn. It plans to implement cost control as well as improve production and logistics efficiency. It expects coal price to be better in 2H16 and for the coal business to contribute revenue of US$2.2bn. (Thun Hoon, 17/08/16)
CHOW
CHOW reported significant earnings growth in 1H16 backed by recovery in the steel industry and its Japan power plant. It expects 2016 revenue to be good brought by steel business and power business, of which 80MW is being constructed. (Thun Hoon, 17/08/16)

Continue reading Stocks in the news (abc, aqua, atp30, banpu, chow, ck, color, cwt, ekh, epco, jsp, jwd, htc, ktc, max, ncl, sappe, solar, sr, tk, tkn, tsth, uac) 17.08.16

Stocks in the news (age, aot, aqua, bm, ea, epco, ilink, irpc, ktc, mk, ptg, sc, super, tasco, thai, twz) 17.05.16

AGE
AGE reported 1Q16 profit growth of 114% YoY on total revenue of Bt940mn thanks to its cost reduction as well as a better
performance. It targets 2016 revenue growth of 10%. (Thun Hoon, 17/5/16)
Comment: It’s still far away from where they used to be pre’08
AOT
AOT reported 2FYQ16 net profit of Bt5.56bn or growth of 14% YoY. This gives profit of 1HFY16 of more than Bt10.19bn, growth of 15%, supported by 61 million passengers in six months and increases in flights to 389,272 flights. (Kao Hoon, 17/5/16)
Comment: At what point does the existing capacity of the AOT airports limit the future growth potential?
AQUA
AQUA shows 1Q16 profit of Bt79mn, up 22% YoY. Subsidiary Mantra Assets has budgeted Bt450mn to develop property and expects to realize revenue in mid-2017. (Thun Hoon, 17/5/16)
BM
BM’s first trading day. It expects a good response from investors. The company is certain that business will continue to grow due to high demand on the global market. (Thun Hoon, 17/5/16)
Comment: A steel co IPO…but regardless if its small enough it shall perform well.
EA
EA reported 1Q16 net profit of Bt710mn, increasing 22% YoY supported by its power plant business. It expects 2Q16 will be good after the startup of its 90MW solar farm in Pitsanulok. (Kao Hoon, 17/5/16)

Continue reading Stocks in the news (age, aot, aqua, bm, ea, epco, ilink, irpc, ktc, mk, ptg, sc, super, tasco, thai, twz) 17.05.16

Stocks in the news (aot, aqua, bigc, bjc, ccn, earth, ifec, ihl, maco, mtls, pttgc, qtc, singer, siri, smt, tsr, uv, xo) 26.04.16

AOT
AOT expects 2QFY16 earnings to peak backed by 197,913 flights (+9.4%) and 32.3mn passengers. It expects 389,272 flights in 1HFY16 (10.6% growth) and 61.2mn passengers. (Khao Hoon, 26/04/16)
Comment: It’s just incredible, time to start a pool on when passengers hit 100 mn
AQUA
AQUA will pay dividend of 100% of profit with Bt900mn cash on hand. It plans to list its subsidiary (TCDC) by 3Q16. (Khao Hoon, 26/04/16)
Comment: I don’t know much about this business other than it being similar to MACO, but spin off’s are typically well-received by the retail market
 
BIGC
BIGC has received the disclosure of additional information on the tender offer for the company’s securities from BJC Retail Holding Company Limited, BJC Supercenter Company Limited and Samphunsamer Company Limited, collectively the “Offerors”. (SET, 22/04/16)
CCN
CCN has backlog of Bt100mn on telecommunication projects, expects to book in this year. It expects to get more projects from Thailand post after it got Bt300mn. (Thun Hoon, 26/04/16)
EARTH
EARTH will pay a dividend of Bt0.1/share. It expects 2016 revenue to grow not less than 10% by focusing on acquiring new customers at home and abroad. (Thun Hoon, 26/04/16)

Continue reading Stocks in the news (aot, aqua, bigc, bjc, ccn, earth, ifec, ihl, maco, mtls, pttgc, qtc, singer, siri, smt, tsr, uv, xo) 26.04.16

Stocks in the news (aqua, banpu, bgt, demco, earth, eastw, eforl, epg, gunkul, ratch, sithai, takuni, ticon, ttcl, tu) 14.12.15

AQUA
AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15)
Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh!

BANPU
BANPU plans to restructure its business with a focus on power. It expects to increase capacity to 4000MW by 2020. It plans to invest in power plants in Laos, Myanmar and China. It plans to expand capacity at its Japan solar farm to 200MW. It targets coals sales of 42mn tons next year. (Thun Hoon, 14/12/15)
Comment: Well they had better do something to shift away from the dying industry that is coal.

BGT
BGT expects to increase 2016 net margin to 7% even though 2015 net margin will be lower than 1%. It expects to expand to Myanmar and open 5-6 branches. It expects exports to contribute revenue of Bt11mn/year. It is considering investing in Cambodia. It expects 2015 revenue growth to achieve target of 10%. (Thun Hoon, 14/12/15)
Comment: I’ve always liked the CEO of BGT, he knows and understands the retail business very well but not many people care for the Bodyglove brandname.

DEMCO
DEMCO plans to take part in the Bt10bn EGAT and PEA bidding. It plans to invest in running tap water lines from hydropower plants in Laos. It plans to hedge risk from windmill power by using large engineering companies and buying more insurance. It is confident it will have no problems at its three new projects (Khao Kho, Watabaek, and Had Gunghang). (Thansetthakij, 14/12/15)
Comment: Over the next 3-6 months expect to see a lot of news surrounding demco’s turnaround efforts

Continue reading Stocks in the news (aqua, banpu, bgt, demco, earth, eastw, eforl, epg, gunkul, ratch, sithai, takuni, ticon, ttcl, tu) 14.12.15

Stocks in the news (aqua, atp30, bmcl, chow, col, epg, ilink, ktc, malee, ndr, pstc, siri, sricha, svoa, syntec, tasco, the, trc, tsr, tta) 17.11.15

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 Bt2mn. 9M15 revenue grew 14.81%. It is confident 2015 revenue will reach Bt270mn (+15%). (Khao Hoon, 17/11/15)

BMCL
BMCL reported 3Q15 net loss of Bt148.18mn (-7%). Ridership rose to 300,000, raising revenue from fares by 9.66% while commercial development revenue rose 6%. (Khao Hoon, 17/11/15)
Comment: CK has decided to merge BECL and BMCL they need the clean balance sheet of BECL to finance all of BMCL’s future growth

CHOW
CHOW reported 3Q15 net profit of Bt36.27mn backed by implementing cost control, revenue from power business and FX gain. (Thun Hoon, 17/11/15)
Comment: We do wonder at what point will CHOW begin to recognise its expansion into Japan

COL
COL expects 2016 revenue to grow 15% from Bt10bn this year. It plans to switch online sales to market place. It has budgeted Bt1bn to broaden its market at home and abroad. (Khao Hoon, 17/11/15)
Comment: A switch from online sales to market place? Wait isn’t this an ecommerce business? I have often thought aloud that for this company to be the equivalent of, say, Amazon, a change in management and mind set would be needed.

Continue reading Stocks in the news (aqua, atp30, bmcl, chow, col, epg, ilink, ktc, malee, ndr, pstc, siri, sricha, svoa, syntec, tasco, the, trc, tsr, tta) 17.11.15

Stocks in the news (ajd, akr, anan, aqua, bland, epg, fire, forth, gunkul, ilink, malee, mc, mill, pttgc, s, seafco, siam, tsr, tta, tvt, uac) 18.08.15

AJD
AJD and CTH plan to sell set-top boxes for Premier League football. They target Bt338mn in sales (200,000 set top boxes) within one year. It expects membership fees to drive revenue growth to 50%. (Khao Hoon, 18/08/15)
Comment: CTH desperately needs to find a way to make money from its PL licenses, they are still massively in the red, a rather rare miscalculation by the man behind it.

AKR
AKR expects 3Q15 earnings to be better than 3Q14’s Bt34.3mn backed by numerous orders. It expects to bid for Bt1.5-2bn in MEA and PEA jobs. It expects 2016 revenue to surge. It plans to invest in alternative energy which is expected to contribute Bt1bn revenue. (Thun Hoon, 18/08/15)
Comment: Should the renewable industry be as big as people hope, AKR should at one point receive some of the spillover.

ANAN
ANAN says sales of Ananda Urban Pulse reached Bt3bn. It expects 3Q15 sales to be higher than Bt4.4bn backed by demand for condos near BTS. (Khao Hoon, 18/08/15)
Comment: I do think their marketing costs will be higher than analysts expect for the coming quarter.

AQUA
AQUA reported 2Q15 earnings of Bt67mn (+60%). It expects stable growth in 2015 revenue. It plans to invest in warehouse and power plant. (ASTV, 18/08/15)

Continue reading Stocks in the news (ajd, akr, anan, aqua, bland, epg, fire, forth, gunkul, ilink, malee, mc, mill, pttgc, s, seafco, siam, tsr, tta, tvt, uac) 18.08.15

Stocks in the news (abc, aqua, bh, cei, cpall, makro, dtc, ecf, fpi, ifec, kce, ktc, ml, mlink, planb, pps, pt, richy, rojna, sc, tae, thani, tisco, tkt, uac, utp) 18.02.15

ABC
ABC set revenue target for 2015 at Bt800mn, focusing on five new concerts. The company plans to add more alliances with 3-4 credit card issuers, which it expects to conclude by mid-2015. The major shareholder intends to reduce his holding from 76% to not less than 50%. (Khao Hoon, 18/02/15)
Comment: Not a bad trade by the owner, the company still doesn’t generate any profits worthy of its valuation, its unlikely to anytime in the future.

AQUA
AQUA expects its performance to improve YoY as it will start booking revenue from its solar power business in Japan. Its first solar farm in Japan will commence operation in 2Q15. Further, its warehouse business, via a subsidiary, will expand its space by 70%. The company plans to list this subsidiary in the near future. (Thun Hoon, 18/02/15)
Comment: One of these days I’ll have to write down every company that is linked to solar/renewable..

BH
BH’s shares are favored by foreign investment funds because of the high rate of return. Also, healthcare companies are of interest to global investors. (Khao Hoon, 18/02/15)

CEI
CEI plans to reduce par value to Bt0.25/share as well as increase capital via a rights offering at the ratio of 3:1 at Bt0.25/share and private placement of 95.73mn shares at not lower than 90% of market price. Management plans to focus more on renewable energy, property development and e-commerce. CEI has invested Bt80mn to acquire W. Solar shares from WIN to develop solar rooftop project. The company will change its fiscal year to end Dec31. (Thun Hoon, 18/02/15)
Comment: And let the speculation begin.

Continue reading Stocks in the news (abc, aqua, bh, cei, cpall, makro, dtc, ecf, fpi, ifec, kce, ktc, ml, mlink, planb, pps, pt, richy, rojna, sc, tae, thani, tisco, tkt, uac, utp) 18.02.15

Stocks in the news (aot, aqua, bkd, cgd, demco, ea, gel, gold, seaoil, sc, stec, trc, ttcl) 14.01.15

AOT
Waiting for cabinet approval — AOT is waiting for cabinet approval of the backup runway project with Multi-Function Terminal with an investment budget of Bt48bn. The PM has confirmed that the government wants AOT to set up an infrastructure fund to help finance its projects. The company’s board meeting will be held on January 21 and final conclusion is expected to be reached then. (Kao Hoon, 14/01/15)
Comment: This is going to keep AOT’s stock price high and every bank is going to falling over their feet to get their hands on the infrastructure fund.

AQUA
Denies claim by NMG — AQUA released a statement yesterday saying that the claim by NMG has no basis. The company’s operating performance has been stable and is still growing in contrast to NMG’s operating performance, where earnings have plunged by 77%. AQUA said that NMG claims were intended to damage AQUA’s reputation for NMG’s own benefit. (Kao Hoon, 14/01/15)
Comment: This shareholder fight is becoming quite funny. NMG vs SLC vs AQUA. No wonder drama shows are so popular in Thailand

BKD
BKD expects revenue this year to grow by 20-30% supported by its backlog of Bt2bn. It expects the proportion of revenue from the private sector to increase to 50% from 30%. It revealed that it has won a project to develop a housing project in Cambodia worth more than Bt500mn. (Kao Hoon, 14/01/15)

Continue reading Stocks in the news (aot, aqua, bkd, cgd, demco, ea, gel, gold, seaoil, sc, stec, trc, ttcl) 14.01.15

Stocks in the news (aav, age, ait, aqua, th, bay, beauty, bjc, dtac, mono, qh, richy, siri, smit) 08.08.14

AAV
TAAX plots aggressive expansion – Thai AirAsia X (TAAX) is charting a lofty growth plan that it hopes will put the airline at the forefront of the medium- and long-haul low-cost segment it pioneered in Thailand. Ramping up its passenger volume to 1mn by 2016, expanding the fleet to include a newly unveiled version of the Airbus 330 wide-body jet and enlarging the network to possibly cover Eastern Europe and Russia are key points on TAAX’s strategic roadmap. (Bangkok Post, 08/08/14)
Comment: Next year is AAV’s large increase in capacity expansion with new plans coming online
AGE
AGE generated revenue of Bt3.63bn in 1H14, +34% YoY, and net profit of Bt43mn despite the slowing economy. Sales volume increased 2mn tons. CEO Panom said there is a demand for coal and the company is ready to expand its client base. He expects revenue of Bt7bn in 2014. (Thun Hoon, 08/08/4)
Comment: Are the coal traders back? If so then AGE, EARTH and UMS are the firms to be following
AIT
AIT reported 2Q14 net profit of Bt285mn, up 89% YoY, bringing 1H14 profit to Bt484.19mn, supported by more delivery of work. It also announced an interim dividend of Bt0.90/share; XD Aug 19, payment Sept 5. (Kao Hoon, 08/08/14)
Comment: Incredible performance numbers put up by AIT, however on an EPS basis still not that impressive given its capital increase last year (yes i’m going to keep repeating this until they actually do something with the funds raised)

Continue reading Stocks in the news (aav, age, ait, aqua, th, bay, beauty, bjc, dtac, mono, qh, richy, siri, smit) 08.08.14