Tag Archives: inet

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

ANAN
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
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
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
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
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 (bwg, css, epg, ifec, inet, ivl, ori, pstc, ptg, pylon, ratch, richy, sim, tfg, tpoly) 31.05.16

BWG
BWG expects 2Q16 net profit to be good backed by revenue from industrial waste management service. It expects 2H16 earnings to be good aided by 9.4MW power plant and RDF (Refuse-Derived Fuel). It expects 2016 net profit of Bt379mn and expects to grow 50% next year backed by its 2nd power plant. (Thun Hoon, 31/05/16)
Comment: And they are issuing warrant after warrant for this. I’ve always liked the idea of industrial waste management but it looks like the focus of the company has shifted to powerplants more and more.
 
CSS
CSS expects to book revenue from communication system projects of ADVANC and DTAC. It expects 2016 revenue to hit its target of Bt5.3bn. It plans to take part in bidding for 15MW solar cell. It plans to expand abroad. (Thun Hoon, 31/05/16)
Comment: A retail darling at one point, could it be time for part 2?
 
EPG
EPG reported FY2016 net profit of Bt1.413bn, up 123%YoY, driven by all three business segments. It will pay a dividend of Bt0.12/share, XD on Aug 2. (Khao Hoon, 31/05/16)
IFEC
IFEC expects 2Q16 net profit to back to the black from net loss in 1Q16 and higher than 2Q15 due to Bt700mn extra gain from debt restructuring at Dhara Dhevi. It expects Dhara Dhevi to exit from its rehabilitation plan in June and list on the SET in 2017. (Khao Hoon, 31/05/16)
Comment: Hmmm. Ok. A renewable hotel owner.

Continue reading Stocks in the news (bwg, css, epg, ifec, inet, ivl, ori, pstc, ptg, pylon, ratch, richy, sim, tfg, tpoly) 31.05.16

Stocks in the news (anan, atp, color, gunkul, inet, jas, jmt, ktis, ncl, phol, ptg, richy, sena, singer, tkn, tmill, vgi, xo) 18.03.16

ANAN
ANAN has achieved Bt3.6bn in presales from Aston Silom Condo (60% of total). It is interested in joining the “Baan Pracharat” project. It targets 2016 sales of Bt21bn. (Khao Hoon, 18/03/16)
Comment: According to management, they are going to report slower pre-sales than before because they’ll hold some inventory to make more $

ATP
ATP targets 2016 revenue of Bt310mn (15% growth). It is talking with four clients, with a decision expected by 2Q16. This will increase its clients to 30. It has put off its plan to acquire a hazardous waste handler. (Khao Hoon, 18/03/16)

COLOR
COLOR targets 2016 revenue to grow 7-8%, backed by numerous orders. It expects exports to comprise 20%, focusing on ASEAN, Australia, and Europe. (Khao Hoon, 18/03/16)

GUNKUL
GUNKUL reports its subsidiary that is engaged in the wind power business began operations at its wind power plants (Sub-Plu Wind farm1&2) on March 17. (Khao Hoon, 18/03/16)

INET
INET expects to benefit from government IT plans in 2Q16 including village internet, digital economy, 4G, and educational and corporate Internet. It expects to get cloud solutions and data center projects. It expects new clients to reach 700 companies. It expects 2016 revenue to be higher than Bt800mn. (Thun Hoon, 18/03/16)
Comment: The digital economy story has gone quiet for a while but companies such as INET, ILINK and even WHA are going ahead with building data centers.

Continue reading Stocks in the news (anan, atp, color, gunkul, inet, jas, jmt, ktis, ncl, phol, ptg, richy, sena, singer, tkn, tmill, vgi, xo) 18.03.16

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 (03.11.15)

Names today:  BEAUTY, CHG, DTAC, INET, IRPC, QTC, NUSA, PAF, SAPPE, SCI, THANI, TSTH
BEAUTY
Beauty expects 4Q15 earnings to be peak on the back of seasonality. It expects 2015 revenue to achieve target of Bt1.7bn (20% growth). It is considering expanding to Asian countries in 2016. It expects this to raise its exports. (Thun Hoon, 03/11/15)
Comment: Given that management continually says the Chinese tourists are one of their biggest customers, it’s no surprise that 4Q should be peak.
CHG
CHG has budgeted Bt200mn to take over a hospital on the outskirts of Bangkok which is expected to be finalized this year. It plans to expand upcountry, with full coverage to handle AEC by 2016. It expects to complete 1-2 deals in 2016. (Thun Hoon, 03/11/15)
Comment: BDMS vs CHG, finally some competition. 
DTAC
DTAC expects 4Q15 earnings to be this year’s highest on seasonality. It has kicked off 4G – 1800MHz (using 10MHz) and 4G-2100MHz (using 5MHz), starting in inner CBD. It expects this to increase 4G subscribers to 2.5mn by the end of this year. (Khao Hoon, 03/11/15)
Comment: Will telenor sell it’s stake? Just wondering aloud if I were to buy DTAC as a company versus just as a dividend play what would I value it at…

Continue reading Stocks in the news (03.11.15)

Stocks in the news (advanc, ajd, arrow, bdms, bmcl, cen, city, cm, hmpro, inet, itd, kkp, nyt, planb, qlt, rs, sena, tae, tks, tta, tvt) 04.08.15

ADVANC
ADVANC reported 2Q15 net profit of Bt9.8bn (16% growth) backed by higher service revenue and mobile phone sales. It will pay a dividend of Bt6.5/share, XD on Aug 11. It revised down 2015 target growth from 3-4% to 3%. (Khao Hoon, 04/08/15)

AJD
AJD is talking to prospective Chinese partner (Alibaba) to invest in logistics and Ecommerce in Thailand. It is considering an alternative for this JV such as capital increase via PP, or setting up a subsidiary. It expects conclusion by the end of this year. (Thun Hoon, 04/08/15)
Comment: I have my doubts that Alibaba would partner with AJD

ARROW
ARROW expects 2Q15 earnings to be close to 1Q15’s Bt62.16mn. It is confident 2015 revenue will reach Bt1.2bn, backed by numerous orders. It has received BoI promotion for its product (tube for underground wire), which it plans to introduce in 3Q15. It targets revenue of Bt20mn from this product. (Thun Hoon, 04/08/15)
Comment: A wonderful grower in the past 2 years, the only question here is capacity constraint going to be an issue?

BDMS
BDMS expects 2Q15 earnings of Bt1.5bn aided by local and international patients. 2H15 net profit is expected to be higher than Bt3.7bn. (Khao Hoon, 04/08/15)

Continue reading Stocks in the news (advanc, ajd, arrow, bdms, bmcl, cen, city, cm, hmpro, inet, itd, kkp, nyt, planb, qlt, rs, sena, tae, tks, tta, tvt) 04.08.15

Stocks in the news (fsmart, inet, mcs, ml, mono, mpg, mtls, news, nncl, preecha, ptg, sc, stec, symc, tasco, tsr, ureka, yuasa) 02.06.15

FSMART
FSMART expects revenue in 2Q15 will be robust, supported by the addition of top-up machines to bring its total to 50,000. It will also book revenue from selling advertising. It is confident that total revenue in 2015 will grow 40% from Bt1.16mn in 2014. (Kao Hoon, 2/6/15)
Comment: Still an amazing cash flow generating machine business

INET
INET expects 36% profit growth in 2015 to Bt600-700mn. It will focus on the cloud business supported by more demand. It targets to increase cloud business activities to 30-40% of its portfolio. In 1Q15 it reported a margin of 26.79%, up from 2014’s 22.17%. It plans to budget for system development. (Tun Hoon, 2/6/15)
Comment: Not the first company to say they are expanding into the cloud business, it all depends if they will use a system like Amazon and just resell or their own, if their own then margins could be rubbish, if reselling far better, asset light and depending upon how well they sell, amazing margins.

MCS
MCS gaining from weak baht. It is confident that 2015 revenue will reach 10,000 million yen, supported by its backlog of 150,000 tons. (Tun Hoon, 2/6/15)
Comment: It’s always been a great company, but I’m not 100% convinced that its cheap at these levels

ML
Japan’s Marubeni negotiating to buy 46.98% of ML for no less than Bt2.2/share. It plans to use the company as a base to lend to Japanese clients. (Kao Hoon, 2/6/15)

Continue reading Stocks in the news (fsmart, inet, mcs, ml, mono, mpg, mtls, news, nncl, preecha, ptg, sc, stec, symc, tasco, tsr, ureka, yuasa) 02.06.15

Stocks in the news (aav, bcp, big, bkd, bts, cwt, earth, inet, major, nok, ocean, pjw, syntec, uniq, vpo) 01.04.15

AAV
New Sapporo route affected – Thai AirAsia X chief executive Nadda Buranasiri said the airline’s Bangkok-Sapporo route would be affected by the JCAB’s ban. The airline will be able to offer service on this route for only two months, from May 1 to June 30. (Thun Hoon, 01/04/15)
Comment: All of this news about Thai airlines being subpar in quality is one of the silliest things ever done by the airline operators here in Thailand, it is just plain stupid stupid stupid.

BCP
BCP confident that 1Q15 will be better than 1Q14 as the firm is running at a higher utilization rate and refining margin is also trending up. The solar power plant in Japan will begin to book revenue in 2017. (Kao Hoon, 01/04/15)

BIG
BIG expects 10% revenue growth in 2015 in line with the continued recovery in tourism. The firm expects a better margin in 2015 than 2014’s 5.23%. (Thun Hoon, 01/04/15)

Continue reading Stocks in the news (aav, bcp, big, bkd, bts, cwt, earth, inet, major, nok, ocean, pjw, syntec, uniq, vpo) 01.04.15

Stocks in the news (abc, ccn, dsgt, ee, inet, jas, modern, sithai, svi, tpoly, true) 12.09.14

ABC
ABC unveils new business model — ABC will start selling its products through its website. The new model is expected to attract new customers in the credit card segment. It targets a growth in its customer base to 1 million by yearend. The company’s work on JYP concert will also support income in December. Revenue for the year is expected to hit Bt500mn. (Thun Hoon, 12/09/14)
Comment: Well, its an interesting business but has the stock price has been doing other wonders, hence the continued selling by management.

CCN
Hits ceiling on first trading day. CCN share price closed up at ceiling price of Bt3.74/share, up 199.20% from its IPO price of Bt1.25/share. Prices were driven by investors who see potential growth in the business. Management expects 2014 revenue to grow by 20%. It said proceeds will be use to increase liquidity and as working capital. (Kao Hoon, 12/09/14)
Comment: Same same IPO story

DSGT
DSGT expects a jump in sales in 4Q14 on seasonality. It said revenues for the year will grow at double digit levels. It plans to expand in Vietnam, Cambodia, and Myanmar further through dealers and invest Bt800mn to increase production capacity. (Kao Hoon, 12/09/14)
Comment: Main issue for DSGT is still the performance in Indonesia which has been a drag on their earnings for the past 18 months or so

Continue reading Stocks in the news (abc, ccn, dsgt, ee, inet, jas, modern, sithai, svi, tpoly, true) 12.09.14

3G beneficiaries

Just received this in my mailbox, its a rather nifty little infographic showing which publicly listed companies in Thailand will benefit from the recent issuance of 3G licenses to the telecom operators.

 

 

Source: Not sure, if someone knows do inform me so I can credit them properly