Tag Archives: focus

Stocks in the news (beauty, bkd, chewa, cho, cpall, focus, glow, pstc, ptg, rjh, sgp, siri, tgpro, thai, tluxe, tm, yuasa) 01.09.16

BEAUTY
BEAUTY expects 2016 revenue and profit to be a new high due to revenue growth of more than 45% in 2H16. It is negotiating with a partner to set up distributorship in Hong Kong and Taiwan; it expects the deal to be concluded in 4Q16. It expects revenue growth of no less than 20% for the next three years. (Kao Hoon, 01/09/16)
Comment: I have sat down with management and I suspect they just got lucky with the international business. Regardless its still growing and growing and growing
 
BKD
BKD will ask its board for approval to sell land for Bt500mn. It plans to take part in Bt1.5bn in bids. It expects 2016 revenue to grow not less than 20%. (Thun Hoon, 01/09/16)
CHEWA
CHEWA is confident that 2016 revenue will grow 20% from last year supported by backlog of more than Bt300mn waiting to be booked and transfers of more than Bt1.3bn. It plans to launch two projects in 2H16 valued at Bt1.94bn. (Kao Hoon, 01/09/16)
CHO
CHO expects 2016 revenue growth of more than 10% backed by backlog of Bt586mn, with Bt310mn of this booked as revenue this year. It has a new job worth Bt300mn and expects to sign the contract and book revenue this year. It has budgeted Bt800mn to expand by eight fullservice maintenance centers. (Kao Hoon, 01/09/16)
CPALL
CPALL expects SSS growth to reach 3-5% brought by 7-Eleven stamp campaign and higher purchasing power from better farm income. It targets 12,000 branches within three years, with plans to open 420 stores this year. It expects a better margin from high margin products. (Thun Hoon, 01/09/16)
Comment: And just wait for the MAKRO turnaround + debt reduction 
 
FOCUS
FOCUS is talking to a prospective partner in France to take over a waste management business and expects to invest in the power business. It expects 2016 earnings to be good and for revenue to be higher than last year. It expects to take part in Bt800mn bids, of which it expects to get 50%. (Thun Hoon, 01/ 09/16)

Continue reading Stocks in the news (beauty, bkd, chewa, cho, cpall, focus, glow, pstc, ptg, rjh, sgp, siri, tgpro, thai, tluxe, tm, yuasa) 01.09.16

Stocks in the news (banpu, ea, focus, hotpot, irpc, ivl, lalin, mint, mtls, true, win) 04.04.16

BANPU
BANPU expects Hong-Sa power plant to generate US$100-200mn/year, 40% of which it will book. It has budgeted US$554mn for its five-year investment plan. It expects capacity to reach 4,300MW by 2025. It expects coal sales to reach 43.1mn tons this year. (Khao Hoon, 04/04/16)
Comment: We are still wondering how they are going to pull off a turnaround in earnings.
EA
EA says its 90MW solar farm at Phitsanulok started up on April 1. This increases its total capacity to 278MW. It expects this to contribute revenue in 2Q16. It plans to invest in a 126MW wind power plant. (Khao Hoon, 04/04/16)
FOCUS
FOCUS expects 2016 net profit to be higher than last year: The launch of the Bt800mn FOCUS Ploenchit condo was successful, with 50% already transferred. It expects 1Q16 earnings to be good. (Thun Hoon, 04/04/16)
HOTPOT
HOTPOT expects to benefit from government Songkran measures. It expects this tax incentive to induce customers to dine out. It expects 2Q16 earnings to hit a record high. It says there is no talks with NPP about buying HOTPOT shares. (Thun Hoon, 04/04/16) ]
Comment: Hmm more likely that greyhound and MK Suki would benefit 

Continue reading Stocks in the news (banpu, ea, focus, hotpot, irpc, ivl, lalin, mint, mtls, true, win) 04.04.16

Stocks in the news (acd, ah, aq, asefa, br, bsm, ck, cpall, fer, focus, gpsc, ichi, lpn, pdi, preb, prin, singer, svoa, tluxe, work) 28.08.15

ACD
ACD has approved the acquisition of ordinary shares of Orin for Bt195mn, including one condo under development named Origins Bangmod-Rama2 which has already 85% in construction, expects to transfer and contribute revenue by this year. (Thun Hoon, 28/08/15)
Comment: Looks like a reverse IPO for Orin into ACD

AH
AH expects revenue to stagnant this year because of a drop in auto production to 2mn cars. It expects 2H15 performance to improve backed by new orders. (Khao Hoon, 28/08/15)
Comment: It’s been a dog since they took over KPN’s automotive manufacturing business

AQ
AQ expects no impact from KTB case as the value of its collateral exceeds the Bt10bn awarded by the court. Management says it plans to open three new projects. (Thun Hoon, 28/08/15)
Comment: Quite the scandal here.

ASEFA
ASEFA expects 2H15 revenue to be better than 1H15. Its backlog is Bt1.5bn and Bt1bn is expected to be booked this year. It is confident 2015 revenue will achieve 20-25% target growth. (Khao Hoon, 28/08/15)

Continue reading Stocks in the news (acd, ah, aq, asefa, br, bsm, ck, cpall, fer, focus, gpsc, ichi, lpn, pdi, preb, prin, singer, svoa, tluxe, work) 28.08.15

Stocks in the news (bdms, ckp, demco, emc, focus, fsmart, gold, maco, pf, ps, pylon, qh, rojna, slp, sricha, tae, tmb, tmi) 20.04.15

BDMS
Expects 12% growth in 2015. It plans to invest Bt6.0bn in order to expand the number of hospital to 50. 1Q15 earnings will grow due to an increase in the number of clients (Khao Hoon, 20/04/2015)
Comment: Despite a relatively tepid growth rate, these valuation levels still hold because 1) It’s the biggest and arguably the best hospital play in Thailand 2) It is the only hospital group that has proven its ability to continue expanding well 3) They are still actively looking for M&A deals

CKP
Split par from Bt5 to Bt1, effective April 20. This will increase the number of shares from 1.1bn to 5.5bn. (Khao Hoon, 20/04/15)
Comment: Retail will love this!

DEMCO
Issues clarification of news – Khun Phongsak Sirikoop, CEO and M.D. of DEMCO clarifies news printed in a local paper: 1) It has not yet announced 1Q earnings. 2) It has not provided any information with regards to the process of selling Khun Nopporn’s shares. 3) It has also not released information regarding the purchaser of WEH stock in an equal proportion to Khun Nopporn’s shares. (Khao Hoon, 20/04/15)
Comment: Again the main item for DEMCO is whether or not WEH can be listed, once its solved the stock price may again head back up to high teens

Continue reading Stocks in the news (bdms, ckp, demco, emc, focus, fsmart, gold, maco, pf, ps, pylon, qh, rojna, slp, sricha, tae, tmb, tmi) 20.04.15

Stocks in the news (ajd, aot, bay, bts, cei, cmo, dcon, delta, dtac, eastw, epco, focus, forth, kcm, lpn, mida, nch, robins, sgp, spa, tipco, uac) 06.03.15

AJD
AJD’s board calls off par split. It hopes to maintain shareholders’ benefit according to good governance practice. Also, shareholders were objecting. The SET had requested AJD to clarify the two par splits in a year, only four months apart. (Thun Hoon, 06/03/15)
Comment: More like they were getting slapped on the wrist for wanting to do multiple stock splits in a short amount of time

AOT
Rising passengers at Don Muang – The number of passengers at Don Muang International Airport continues to increase by almost 50% to 6.7mn in 1Q15. In 2015, the number of the passengers is set to grow to over its capacity of 27.6mn. (Kao Hoon, 06/03/15)
Comment: Don Muang has performed amazingly well in the past several years when the LCC’s were moved there

BAY
FTSE removed BAY from the calculation due to low free float, effective March 20. (Kao Hoon, 06/03/15)
Comment: Explains a lot of the market drop in recent days.

Continue reading Stocks in the news (ajd, aot, bay, bts, cei, cmo, dcon, delta, dtac, eastw, epco, focus, forth, kcm, lpn, mida, nch, robins, sgp, spa, tipco, uac) 06.03.15

Stocks in the news (dimet, gold, ifec, irpc, focus, kbank, lhbank, mega, mtl, nncl, nusa, rich, rs, seafco, super, tasco, thai, uniq) 12.12.14

DIMET
DIMET says 2014 will be in the black though it faced net losses in 1Q14 and 2Q14. The company expects recovery in 3Q14 and 4Q14 and is looking for a partner to support its business. It does not know what is behind the sharp increase in its share price. (Kao Hoon, 12/12/14)

GOLD
GOLD held extraordinary meeting yesterday to approve the purchase of KLAND shares at Bt2/share of up to 100% (1.78bn shares) from a minimum purchase of 51% (Thun Hoon, 12/12/14)
Comment: There was no secret in this transaction, it’s been on the cards for the past 6 months

IFEC
IFEC and DEMCO cooperating to develop renewable energy at home and overseas. They will set up wind energy with capacity of 280MW worth Bt22bn in early 2015. (Kao Hoon, 12/12/14)
Comment: I do wonder where the funds will come from for this? Neither DEMCO or IFEC has the balance sheet necessary to do this project.

Continue reading Stocks in the news (dimet, gold, ifec, irpc, focus, kbank, lhbank, mega, mtl, nncl, nusa, rich, rs, seafco, super, tasco, thai, uniq) 12.12.14

Stocks in the news (advanc, aira, eureka, focus, jmt, samart, solar, tuf, wha) 07.07.14

ADVANC

Expects 33mn 3G users this year — ADVANC says it expects its 3G clients to reach 33mn in 2014. Its vision is to make the company the “Digital Life Service Provider” within three years. It will continue expanding its digital content business and expand base stations to reach 20,000 this year. It also said that the delay in the 4G auction will have no affect on the company. (Khao Hoon, 07/07/14)

Comment: There is no reason why ADVANC should not maintain it’s status as the #1 telco in Thailand, they have the customer base, they have the financial strength, they have the necessary infrastructure to continue growing.

AIRA

AIRA expects to be traded at more than Bt1 per share and reach Bt2 as subscriptions were more than 4 times the IPO shares available. Its 2Q14 earnings will be positive due to higher trading volume. Management aims to increase asset value to Bt25bn over the next three years. It is preparing to sign an agreement with a large Japanese bank to expand into the consumer finance business. (Tun Hoon, 07/07/14)

Comment: A “small” IPO = great first day returns.

EUREKA

Exclusive representative — EUREKA said that a major company, Vector Japan, has appointed EUREKA as its exclusive representative in India and Indonesia. It is the first and only company in Thailand so appointed. It expects to gain revenue of more than Bt40mn this year. (Khao Hoon, 07/07/14)

Continue reading Stocks in the news (advanc, aira, eureka, focus, jmt, samart, solar, tuf, wha) 07.07.14