Tag Archives: jutha

Stocks in the news (acc, aeonts, banpu, fsmart, hmpro, jutha, ktb, ktis, lst, max, ndr, npp, preb, sccc, spa, true, trc, vte) 14.03.16

ACC
ACC’s shareholders have approved 300mn share capital increase, at par Bt0.25 with warrant at a ratio of 4:1 and an exercise price of Bt1.25. It will use the funds for business expansion. It expects 2016 revenue to turn around on the back of alternative energy and property business. Its power plant business has already contributed revenue in Jan 2016. (Thun Hoon, 14/03/16)
Comment: Another odd (but new!) company that will somehow magically combine alternative energy and property development…

AEONTS
AEONTS plans to expand to 300,000 credit cards this year, focusing on young adults with a monthly income of over Bt30,000 of income. It expects to tighten extending credit to factories given the slowdown in export growth. (Khao Hoon, 14/03/16)

BANPU
BANPU’s board approved a capital increase of 2.582mn shares, at a ratio 2 old: 1 new at Bt5 with 1 warrant. It will use the funds to restructure its financing and lower debt from Bt12.9bn currently, in the process cutting D/E to 1.23X. (Thun Hoon, 14/03/16)

FSMART
FSMART expects 2016 revenue growth of 30%. It targets 90,000 Boon-Term Top-Up machines by the end of this year from 71,000 at the end of February. It plans to offer a new service, money transfers via Top-Up machines, in April and an e-wallet in mid-2016. (Khao Hoon, 14/03/16)
Comment: If the top line growth is this high, expect for bottom line to grow at 1.5x multiple…

Continue reading Stocks in the news (acc, aeonts, banpu, fsmart, hmpro, jutha, ktb, ktis, lst, max, ndr, npp, preb, sccc, spa, true, trc, vte) 14.03.16

Stocks in the news (jutha, lpn, mint, ptt, ratch, slc, tog) 16.09.13

JUTHA

Board approves capital increase — JUTHA’s board has approved a capital increase of 49mn shares, priced at Bt4.50/share; 22.45mn will be privately placed (PP). (Khao Hoon, 16/09/13)

Comment: Looking to buy more ships?

 LPN

GFP raises LPN holding — The Government Pension Fund (GPF) has increased its holding in LPN by 10mn shares to 36.37mn shares. LPN management says revenues for 9M13 are expected to reach Bt10bn and Bt15bn by year end. (Khao Hoon, 16/09/13)

Comment: Fantastic news for one of the best well-run property co’s

Continue reading Stocks in the news (jutha, lpn, mint, ptt, ratch, slc, tog) 16.09.13

Management Trades – March Summary

Sells > Buys; 5.6 bn vs 1.3bn

Buys- AH, BANPU, BGH, BLAND, EPCO, GFM, JUTHA, KCE, PS, SIRI, TICON, TONHUA, TPIPL, TTA, TVI

Sells – AMATA, BGH, BTS, GFM, KK, NWR, OFM, PPC, PS, SAMART, SCC, SIRI, TCC, TFI, TICON, TPIPL, TUF, VIBHA

Note: All mentioned tickers have values of THB 20 mn in transactions or higher

Continue reading Management Trades – March Summary

Management Trades 25.03.13 – 29.03.13

Notable Transactions

Buy(s):

  • AH – More buying by the founder post their JV announcement
  • JUTHA – Just like TTA and PSL this stock is trading stupidly cheap, no surprise to the MD buy THB 30 mn shares, however I am curious about the sudden spike in the stock price since his purchase…
  • TTA – TTA has finished its recap, so its good to see the major shareholder continue to purchase more shares in the market, perhaps now the stock will reach its fair value?

Sell(s):

  • Samart – It’s part of the block trade done last week
  • TTA-W: See above

130403 mgmt_trades