Tag Archives: csl
Stocks in the news (advanc, ba, bafs, btw, ccn, csl, fpi, gunkul, ihl, kbank, kbs, kool, mk, pcsgh, planb, ptt, synex, thcom, true, twpc, upa) 19.08.16
Stocks in the news (banpu, bm, cpn, csl, demco, epg, fpi, gold, jas, pttep, sena, tfd, trc, uu) 02.06.16
Stocks in the news (bigc, csl, ever, gl, gel, genco, gold, intuch, nncl, pt, sc, scc, sppt, takuni, top) 11.02.16
Stocks in the news (ah, bts, ck, cpon, csl, ecf, gpsc, maco, ori, samco, samtel, sat, spa, sta, tasco, thai, tse) 11.12.15
AH
AH expects 2015 revenue of Bt15.3bn with net profit growth of 3% on growth in the automotive sector. It targets revenue of Bt30bn in five years with 10% gross margin. It is talking to partners in India and Europe which is expected to be finalized soon. (ASTV, 10/12/15)
Comment: Still don’t see any real reason to buy this company when its peers are performing far better
BTS
MRTA to negotiate with BTS instead of bidding for the operational contract for the MRT Green Line (north and south). MRTA is considering transferring both lines to BMA. When it decides it will ask approval from cabinet. (Khao Hoon, 11/12/15)
CK
CK plans to take part in bids for Bt600bn in public projects next year. It expects to win about 20%. It won a dual-track project (Jira-Khon Kaen) which will increase its backlog to Bt100bn from Bt77bn. (Post Today, 10/12/15)
Comment: And they’ll continue to win 1/4 of the projects
CPN
CPN targets 2016 revenue growth of 14-15% backed by four new department stores this year and two more next year. It plans to broaden its clientele by focusing on Indonesia and Vietnam. It expects to open a department store in Malaysia in 2017. (Thun Hoon, 11/12/15)
Comment: A really impressive growth machine that doesn’t stop
CSL
CSL expects 2015 net profit of Bt300mn aided by full occupancy of its data center. It targets broadband subscribers of 10,000, up from 4,000. (Thun Hoon, 11/12/15)
Stocks in the news (advanc, csl, ecf, global, gunkul, hemraj, jubile, kbs, lh, loxley, mk, smart, treit, tu) 25.11.15
ADVANC
Advanced Wireless Network (AWN) paid Bt20.493 billion to the National Broadcasting and Telecommunications Commission (NBTC) yesterday as the first installment of the 1,800MHz license upfront fee. (Khao Hoon, 25/11/15)
Comment: And TRUE hadn’t paid their first part yet. Surprised much? Eyes are now fully focused on the remaining 900 MHz that should be up for bidding in December, we think it’s something that both DTAC and ADVANC have to win, each for their own business reasons otherwise DTAC is effectively out of the telco game and ADVANC won’t have enough spectrum. Now would JAS come to ruin the party for all the incumbents by pushing the price up just as they had done in the first round of bidding?
CSL
CSL expects 2016 revenue growth of 1-3%. It is focusing on the ICT business and is expected to have net profit of Bt300mn. (Khao Hoon, 25/11/15)
ECF
ECF expects 2016 revenue growth more than 12% and revenue in 2015 of Bt1.3bn. It also plans to use its rights to produce Disney-themed furniture to expand its market. (Khao Hoon, 25/11/15)
GLOBAL
GLOBAL expects 2016 revenue to grow 10-15%. It plans to partner in Cambodia and use Bt2bn to expand the business in Thailand. (Thun Hoon, 25/11/15)
Comment: We have never really cared much for this company only because we were always worried about its inventory turnover and HMPRO, as a business, is by far a better choice. But if and its a big if, GLOBAL can expand further in Cambodia, Laos etc etc and have a strong foothold in both markets then I may be more interested, but still their inventory management has me scratching my head.
GUNKUL
GUNKUL to partner with Super to build 11 solar farms for a total of 87 MW. It expects to generate electricity this month. (Thun Hoon, 25/11/15)
HEMRAJ
HEMRAJ plans to sell land in Hemraj Eastern Seaboard 2 to MG. It will sign the contract tomorrow (26/11/15). (Thun Hoon, 25/11/15)
Comment: We are just waiting for that last divvy.
Stocks in the news (ajd, bjchi, cho, ci, csl, dcc, demco, delta, jsp, ktis, loxley, mill, ori, oto, polar, pttgc, siam, sport, tk, uac, wice) 18.11.15
AJD
AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15)
BJCHI
BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn revenue from Bt5.2mn backlog. It expects 2015 revenue to grow 15% to Bt5.3bn. It plans to take part in Bt40bn bidding and expects to be awarded Bt6.5bn. (Khao Hoon, 18/11/15)
Comment: And this growth despite the 50% decrease in oil prices
CHO
CHO reported a drop in 3Q15 earnings of Bt32mn but it expects to recover in 4Q15. Its backlog is Bt600mn of which 50% is expected to be booked in 4Q15. (Khao Hoon, 18/11/15)
Comment: Expect to see an interview on this company soon.
CI
CI plans to take over hotels at home and overseas; it expects this to be finalized next year. It plans to launch three new projects, valued at Bt5bn, which will raise its backlog to Bt3bn. 4Q15 net profit is expected to be a record high from seasonality and transfers that were spurred by property incentives. (Thun Hoon, 18/11/15)
Comment: First they cleaned their balance sheet, then a share buyback and now M&A deals, not a bad move by this family.
CSL
CSL expects to show a net profit this year after achieving Bt248mn in net profit for first nine months. It expects 2015 revenue to grow 1-3%, close to last year’s, affected by a poor performance by its yellow pages and mobile contents businesses. It expects to maintain margin and will implement cost control next year. (Khao Hoon, 18/11/15)
Stocks in the news (advanc, akr, apco, csl, css, dna, emc, fpi, lit, ori, sawad, sithai, snp, spcg, super, takuni, vpo) 09.11.15
ADVANC
ADVANC expects to report 3Q15 earnings tomorrow. It expects 9M15 net profit of Bt28bn (+4%) despite 3Q15 net profit dropped by 7% to Bt8.35bn. (Khao Hoon, 09/11/15)
AKR
AKR expects to get a Bt150mn electric transformer project from the MEA, which will raise its backlog to Bt600mn. It expects 2015 revenue to achieve target of Bt2bn backed by high demand. It is expanding into another solar farm. (Thun Hoon, 09/11/15)
APCO
APCO reported 3Q15 revenue of Bt94.89mn with Bt21.33mn net profit, affected by the slowdown in local demand. It plans to broaden its market by advertising on free TV, which it expects will increase revenue. It plans to launch new products via drug stores. It plans to expand business via MLM (Multi-Level Marketing) in AEC and abroad. (Thun Hoon, 09/11/15)
Comment: A friend commented best on this, a wonderful marketing company but their products have little impact on one’s health.
CSL
CSL reported 3Q15 net profit of Bt85.96mn from 3Q14’s net loss of Bt464.34mn backed by data center project and dividend from a subsidiary. 9M15 revenue was Bt2.23bn with net profit of Bt248mn. (Thun Hoon, 09/11/15)
Stocks in the news (anan, auct, com7, csl, epg, gfpt, irpc, mtls, oto, ptt, samtel, sat, trc, upa, uwc) 07.09.15
ANAN
ANAN plans to launch Bt9.8bn in new projects which will lift backlog from Bt34.3bn. 4Q15 earnings is expected to be the best this year. It expects 2015 revenue of Bt10-11bn. (Thun Hoon, 07/09/15)
Comment: THB 34 bn of backlog as of end of ’15 seems like they are slightly lagging their plans
AUCT
AUCT expects 2H15 earnings to be at least 10% higher than 1H15 earnings on the back of unlocking the first-car “silent period” by the Excise Department. It expects auto auctions to rise 20%. It plans to opens three more branches. (Thun Hoon, 07/09/15)
Comment: The stock price had run up yet again b/c of the news that the government will decrease the # of years for the first car purchased scheme
COM7
COM7 expects a gradual growth of 2H15 earnings supported by new products including notebooks and smartphones. It expects to benefit from the launch of iPhone6S in 4Q15. It expects to be selected as a repair center for iPhones. (Khao Hoon, 07/09/15)
CSL
CSL expects to show net profit this year backed by an uptrend in ICT jobs in 2H15. It has budgeted Bt50mn to invest in a data center which is expected to be completed this October. (Khao Hoon, 07/09/15)
Stocks in the news (ajp, anan, bcp, bol, cho, csl, css, genco, kce, mpic, pap, preb, pylon, s, smt, super, takuni, thani, vng) 06.08.15
AJP
AJP will change its name to DCORP and plans to invest in the power business. It plans to go to China to study a project that it wants to operate in Thailand. (Khao Hoon, 06/08/15)
ANAN
ANAN plans to launch seven condominiums valued at Bt20.3bn in 2H15. 1H15 presales reached Bt12.5bn (+227%). It is confident 2015 revenue will hit target of Bt11.4bn. (Khao Hoon, 06/08/15)
Comment: And the margin expansion continues for this property developer.
BCP
BCP reported 2Q15 earnings of Bt2.8bn, benefitting from a better refinery margin and power business. (Khao Hoon, 06/08/15)
BOL
BOL plans to expand data base service abroad by doing a JV with a local company and/or acquisition. It expects revenue to be good for over two years backed by investing in data base expansion. (Thun Hoon, 06/08/15)
Comment: BOL has always been a steady earner over the years, but like every other little name appears to be fairy/overvalued today