Tag Archives: daii

Stocks in the news (br, chow, daii, earth, epg, esso, gold, ihl, impact, ircp, lhk, s, samtel, uniq) 09.06.16

BR
BR expects 2016 revenue growth OF 10-15% supported by recovery in sales in 2H16. It plans to develop a new project to increase its margin. It expects to conclude a JV in Hong Kong in 1-2 months which is a key to expanding to Indonesia. (Thun Hoon, 09/06/16)
Comment: Cheap on valuations, so so on growth prospects
 
CHOW
CHOW sets 2016 revenue target growth at 50% to reach Bt4bn. It expects to sell 180k tons of steel, supported by government projects and higher price. It expects to start up a 30.5MW power plant by the end of this year and will list “CHOW Energy” on mai this year. (Kao Hoon, 09/06/16)
Comment: They have spent the last 12 months accumulating PPA’s in Thailand and solar power projects in Japan. Will be interesting to see the financial performance of those plants 
 
DAII
DAII has cut its 2016 revenue target growth to 10% from 15% as sales of construction materials has slowed. It expects to book an extra item from sale of land in 3Q16 which will push 2016 profit to grow more than last year. It plans to expand in Vietnam. (Kao Hoon, 09/06/16)
EARTH
EARTH expects 2Q16 earnings to be good supported by high season. It is certain that 2016 revenue will grow 10% from last year’s Bt17.1bn as it has a wider customer base. It expects to finish the deal for a solar farm in Europe this year. (Thun Hoon, 09/06/16)

Continue reading Stocks in the news (br, chow, daii, earth, epg, esso, gold, ihl, impact, ircp, lhk, s, samtel, uniq) 09.06.16

Stocks in the news (amatav, big, bjchi, daii, gpsc, pca, seaoil, sena, super, thcom, top, tsth, tu) 08.04.16

AMATAV
Vietnam government approved “Super South Vietnam investment Plan” project license. AMATAV has budgeted US$23mn to develop a housing project. It expects to get a license for two projects in 3Q16. It is confident that land sales will reach target of 150 rai. (Thun Hoon, 08/04/16)
Comment: Could there be value here that we haven’t discovered yet? Or will it be a typical AMATA performance with a lot of promises but not much follow through
BIG
BIG got good response to the BIG Camera-BIG Festival event. This led sales up 30-40% YoY. It targets 2016 revenue growth of no less than 10%. It plans to increase its share of the high-end camera market to 65% from 55%. (Thun Hoon, 08/04/16)
Comment: They’ve done an amazing job in boosting their sales
 
BJCHI
BJCHI expects 1Q16 net profit of Bt490mn, growth of 204% supported by continued submission of the TUPI job. It expects to sign for its third TUPI job soon. (Kao Hoon, 08/04/16)
DAII
DAII has budgeted Bt20mn to set up a steel nano factory to supply the ASEAN market in the future. It expects to open two new showrooms. It is confident that 2016 revenue will grow 15% from Bt402mn in 2015 driven by its backlog of Bt1150mn. (Thun Hoon, 08/04/16)

Continue reading Stocks in the news (amatav, big, bjchi, daii, gpsc, pca, seaoil, sena, super, thcom, top, tsth, tu) 08.04.16

Stocks in the news (big, cho, daii, eastw, ecf, epco, fire, grammy, mill, mtls, ori, s, sc, solar, uac) 17.03.16

BIG
BIG adjusts revenue target growth to 15% from 10% supported by camera market growth. It plans to start up “Print Gift” services in May to increase net and gross margins. (Kao Hoon, 17/03/16)
Comment: One interesting tidbit here is with the model cycle, when new models are released the older models will naturally see a drop in price, however BIG’s % margin shall remain the same and it’s the supplier that will be squeezed

CHO
CHO expects 2016 net profit will be better than last year. It expects revenue growth of 5- 10% supported by backlog of Bt650mn. It will know the outcome of its suit against the BMTA in 6 months or a year. (Kao Hoon, 17/03/16)

DAII
DAII sets 2016 revenue target growth at 15%. It plans to find a partner to do home building business in Vietnam. It expects to be No.1 in home building business in five years. (Kao Hoon, 17/03/16)

EASTW
EASTW expects 2016 net profit growth with a new target revenue growth of 5% from 2015 supported by high sales water quantity. It is considering increasing fees to reflect its cost. (Thun Hoon, 17/03/16)

Continue reading Stocks in the news (big, cho, daii, eastw, ecf, epco, fire, grammy, mill, mtls, ori, s, sc, solar, uac) 17.03.16

Stocks in the news (akr, ap, arrow, bigc, com7, cpr, daii, gunkul, inet, kc, mfec, pttep, sappe, scc, seafco, super, trc, tse, tu, tvd) 17.12.15

AKR
AKR expects 2016 revenue to reach a new high of Bt3.2bn backed by a 20MW solar farm in a government unit. It expects revenue from solar farms to comprise of 35% of total revenue from 10% this year. It plans to take part in bidding for the Bt4bn electric transformer project next year. (Thun Hoon, 17/12/15)
Comment: Well…not interested in this company, there are better options out there in the market

AP
AP expects 4Q15 revenue to reach new high at Bt7.5bn with Bt900mn in net profit. (Khao Hoon, 17/12/15)

ARROW
ARROW expects 4Q15 net profit to be good backed by economic recovery. It expects 2015 revenue to reach target of Bt1.2bn after 9M15 net profit hit a new high of Bt183mn. It plans to set up new plants in 2016 because of lower raw material price. (Thun Hoon, 17/12/15)
Comment: They have continued to benefit from the expansion of condominiums, warehouses and now potentially infrastructure in Thailand

BIGC
BIGC plans to open many new stores next year: 6 hypermarkets, 3 BIGC markets, and 75 mini BIGC. It plans to set up an REIT. (Khao Hoon, 17/12/15)

Continue reading Stocks in the news (akr, ap, arrow, bigc, com7, cpr, daii, gunkul, inet, kc, mfec, pttep, sappe, scc, seafco, super, trc, tse, tu, tvd) 17.12.15

Stocks in the news (ap, beauty, becl, bmcl, bem, cbg, ck, daii, demco, ea, eastw, ifec, jsp, mono, ncl, planb, samart, seafco, sprc, tfg, tmill, ureka) 09.12.15

AP
AP and Mitsubishi launched Life Pinklao project, valued at Bt3.1bn on Nov 21. It expects this to achieve presales of 40% by this year. It expects this to support demand for premium condo in this location. (Khao Hoon, 09/12/15)

BEAUTY
BEAUTY expects 4Q15 earnings to peak on seasonality and large orders. It expects 2015 revenue to grow 20% from 2014’s Bt1.38bn thanks to a broader customer base both local and overseas. Management plans to introduce a new business plan in January 2016. (Thun Hoon, 09/12/15)
Comment: And they continue to buck the trend by posting great SSSG numbers

BECL/BMCL The cabinet has approved the amalgamation of BECL and BMCL with a new ticker, BEM. BECL will hold a joint shareholder meeting (BECL-BMCL) on Dec 28. Trading in BECL and BMCL shares will be suspended from Dec 21-30. (Thun Hoon, 09/12/15)
Comment: I am absolutely curious to see if BEM will become a must have investment for institutional investors, it just sounds right.

CBG
CBG is talking to a prospective partner in Indonesia which it expects to finalize in 1Q16. It expects this to increase its exports. It expects 2015 net profit to mark a new high backed by numerous orders. It expects 2016 revenue to grow 10% from this year. (Thun Hoon, 09/12/15)
Comment: We’ve heard this story before….ICHI, SAPPE, “we’re expanding to indonesia and growth will be amazeballs” Neither of the two have exactly panned out just yet, such things take years of development and marketing

CK
CK bids lowest for Bt23.4bn dual-track project (Jira – Khon Kaen). It expects to sign the contract with the SRT this year, as well as the Chachoengsao – Kang Koi dual-track project. It expects the SRT to ask approval from the cabinet on Dec 15. (Khao Hoon, 09/12/15)
Comment: They are carving up the pie nicely, first STEC, now CK, so now its either ITD or UNIQ that wins the next project

Continue reading Stocks in the news (ap, beauty, becl, bmcl, bem, cbg, ck, daii, demco, ea, eastw, ifec, jsp, mono, ncl, planb, samart, seafco, sprc, tfg, tmill, ureka) 09.12.15