Tag Archives: gtb

Stocks in the news (anan, ba, ckp, egco, gtb, inet, itel, jas, lalin, lpn, major, nwr, singer, tfd, twpc) 27.09.16

ANAN expects to launch five projects with a total value of Bt13bn in 4Q16 which it believes will lift 2016 presales to reach its target of Bt22bn. Presales are now at Bt14.3bn and backlog at Bt38.5bn. It will book revenue of Bt12bn in 2H16. (Kao Hoon, 27/09/16)
Comment: Same story as yesterday and as it has been for past the 12 months 
BA expects 2Q16 earnings to be good, supported by high season. It says prebooking will be over 13% and expects 2016 net profit to be a new high. It targets 2016 revenue growth of no less than 10% and passenger load to reach 70%. ( Thun Hoon, 27/09/16)
CKP share price surged due to expectation of a 2H16 profit of over Bt300mn or growth of 53% YoY, driven by more capacity from Nam Ngum 2. (Kao Hoon, 27/09/16)
Comment: I’m only thinking when will they sell things off to a fund of sorts, otherwise the valuation is a bit rich for my liking.
EGCO is working with a partern to take over geothermal power plants in Indonesia and the Philippines. It expects to wind up the deal in November. It expects 3Q16 earnings growth as it books revenue from Khanom power plant 4. ( Thun Hoon, 27/09/16)
GTB targets 2016 revenue growth of 8%. It has backlog of Bt700mn and expects to book revenue of Bt500mn in 2H16. It expects to get a new job worth of Bt80mn soon. It targets an increase in revenue from abroad to 20% within three years. (Kao Hoon, 27/09/16)

Continue reading Stocks in the news (anan, ba, ckp, egco, gtb, inet, itel, jas, lalin, lpn, major, nwr, singer, tfd, twpc) 27.09.16

Stocks in the news (aot, big, bigc, bjc, gtb, itd, lpn, major, rojna, sena, solar, super, thana, tbbi, tsr, ttw) 24.03.16

AOT expects earnings to be better than in 2015, which had a profit of Bt18.7bn, backed by weak oil price and tourist expansion. The board approved a budget of Bt27bn for Phase 3 of Don Muang airport. It will extend the lower landing fee to two years. (Thun Hoon, 24/03/16)
Comment: Boom, get ready for more mainland tourists

BIG expects 1Q16 sales growth of no less than 10% supported by the popularity of mirrorless cameras. It is confident that earnings in 2016 will hit target. It plans to open 10 new branches. (Thun Hoon, 24/03/16)
Comment: This stock has been a tear, it does seem that the younger consumers are happily buying camera in droves, is this taking demand away from smartphones?

BIGC budgeted Bt16bn to build strength and open new branches nationwide. It will change strategy and have seasonal campaigns to boost sales. (Thun Hoon, 24/03/16)

BJC prepares to tender for 341.99mn shares or 41.45% of BIGC at Bt250.26/share, in total worth Bt86bn. (Kao Hoon, 24/03/16)
Comment: A deal without any excitement on its last day


On its first day of trade GTB price closed up 57.39% at Bt1.81, above IPO price. Its CEO said that 2016 net profit will surpass last year’s Bt69mn, supported by Its backlog of more than Bt400mn. (Kao Hoon, 24/03/16)

ITD got two new jobs in total worth Bt294mn. It has backlog of Bt259bn in the first two months. It plans to sign for a new job worth Bt23.9bn. (Kao Hoon, 24/03/16)

LPN expects transfers in 1Q16 to reach Bt4bn or 100% growth supported by the completion of five projects valued at Bt10.2bn. It has backlog of Bt4-5bn to support demand before the property stimulus ends. (Kao Hoon, 24/03/16)
Comment: Every property developer should be off to a cracking start this year, the question is only will it be sustainable.

MAJOR expects 1Q16 revenue to grow more than 10% supported by more revenue from foreign movies. It plans to increase the number of screens to 1,000. It expects to increase revenue from foreign movies in neighboring countries to 10%. (Thun Hoon, 24/03/16)
Comment: Batman vs Superman!

ROJNA targets to sell 400-500 rai of land in this year on the back of planned additional investment by Japanese and Chinese clients. It expects no help from BOI approvals because of the economic slowdown. It expects its 110MW cogeneration power plant to supply electricity from mid-2017. (Khao Hoon, 24/03/16)
Comment: Perhaps one of the CHEAPEST companies out there but….is it a value trap given how laid back management are?

SENA targets 2016 revenue of Bt3.5bn. It plans to invest in 100MW solar power plants by 2018. It plans to list SENA Solar Energy soon. (Thun Hoon, 24/03/16)
Comment: Again something that the market should already know by now, but is it priced in? Do people believe in the management’s capability to expand this heavily into solar?

SOLAR expects to show s net profit in 1Q16 with revenue of Bt400mn. It expects 2016 net profit to return to the black with revenue not less than Bt3bn backed by 400MW solar cells capacity. It expects higher revenue aided by government projects. (Khao Hoon, 24/03/16)

SUPER expects to benefit from extension period for supplying electricity. It expects to supply 400MW electricity by April 30. It expects to begin to supply electricity at the end of March. (Khao Hoon, 24/03/16)

THANA expects backlog of Bt100mn in 1Q16. It is confident 2016 revenue will reach Bt1bn (20% growth). It plans to launch three low-rise projects valued at Bt1.4bn. (Khao Hoon, 24/03/16)

TBBI will trade today. It expects a good response from investors because of its strength and productivity technology. It plans to expand integrated packaging at home and abroad. It plans to double revenue within five years. It expects to become a global leader in packaging. (Thun Hoon, 24/03/16)

TSR plans to open two branches, Buriram and Mukdahan. It plans to move its branches at Phitsanulok and Hatyai. It expects 2016 revenue and net profit to mark a record high this year. (Khao Hoon, 24/03/16)
Comment: I’m starting to see their advertisement’s for their “Safe” brand on buses.

TTW plans to invest in a 40,000 cubic meter tap water plant in Myanmar in 2H16. It expects domestic tap water demand to grow 5-10%. It expects enough supply to meet demand. (Khao Hoon, 24/03/16)