Tag Archives: KOOL

Stocks in the news (aot, beauty, bsm, bwg, cgd, ecf, epco, ihl, jas, kool, lanna, lpn, nusa, ps, tasco) 20.09.16

AOT
AOT expects 2016 profit of more than Bt19bn. It expects 4Q16 profit of Bt4.2bn, growth of 10% YoY, supported by more passengers and more flights. (Kao Hoon, 20/09/16)
Comment: There have been mumurs that if Thailand really does crack down on the zero dollar tourists from China that AOT could lose 10% of revenues
BEAUTY
BEAUTY sets 2016-2020 revenue target growth of 20% each year supported by expanding into Asia. It expects to conclude a deal to set up a distributor in Hong Kong in 4Q16 and increase revenue from other business. It expects 2016 revenue of more than Bt2.1bn. (Kao Hoon, 20/09/16)
BSM
BSM expects 2H16 revenue and profit to grow supported by high season and signing a contract for a Bt100mn job in 4Q16. It maintains its 2016 revenue target at Bt700mn. (Kao Hoon, 20/09/16)
BWG
BWG plans an industrial waste power plant. Recently, it cooperated with EGCO to study a project to develop an industrial waste power plant. It expects to set up the first industrial power plant capacity of 9.4MW and COD within 2017. (Kao Hoon, 20/09/16)
Comment: This funny little company seems to be finding a way to make things happy
 
CGD
CGD gets B13bn for project. SET-listed Country Group Development Plc (CGD) has secured US$375 million (about 13 billion baht) through China Ping An Bank to continue developing luxury project Chao Phraya Estate. (Bangkok Post, 20/09/16)
Comment: Sounds like they had quite the capital crunch… 

Continue reading Stocks in the news (aot, beauty, bsm, bwg, cgd, ecf, epco, ihl, jas, kool, lanna, lpn, nusa, ps, tasco) 20.09.16

Stocks in the news (advanc, ba, bafs, btw, ccn, csl, fpi, gunkul, ihl, kbank, kbs, kool, mk, pcsgh, planb, ptt, synex, thcom, true, twpc, upa) 19.08.16

ADVANC
ADVANC plans to increase 2016 revenue target to accommodate greater revenue from services and a campaign to stimulate sales. It expects the 900MHz license to cut EBITDA margin in 2H16 to an average of 38-39% in the year. It expects maintain its 100% dividend payout. (Thun Hoon, 19/08/16)
Comment: While the dividend payout ratio remains, it will probably followed the trend of DTAC’s i.e. declining
 
BA
BA is preparing a roadshow in Hong Kong for November. It targets an annual average revenue growth of 10-15%. It has budgeted Bt12bn to expand its airport and buy more airplanes. It expects passenger growth of 20% to more than 1.2mn passengers supported by high season. (Thun Hoon, 19/08/16)
BAFS
BAFS expects 2H16 to grow on high season. It expects aviation fuel services to increase 8% and expects revenue to grow more than 9% to a new high compared to last year. (Thun Hoon, 19/08/16)
Comment: A great “little” monopoly
 
BTW
BTW will pay an interim dividend of Bt0.27/share or return of 6.46%, payment on Sep 9. It expects 2H16 to be good supported by bids for new jobs. (Thun Hoon, 19/08/16)
CCN
CCN plans to bid for jobs of more than Bt200mn. It expects 2016 revenue growth of 20%. It plans to expand to the energy business, closing a deal by the end of 2016. It reported 2Q16 profit growth of 1,009% due to cost management and expects continued growth in 3Q16. (Thun Hoon, 19/08/16)

Continue reading Stocks in the news (advanc, ba, bafs, btw, ccn, csl, fpi, gunkul, ihl, kbank, kbs, kool, mk, pcsgh, planb, ptt, synex, thcom, true, twpc, upa) 19.08.16

Stocks in the news (ajd, alt, asimar, ccn, csp, gift, glow, gpsc, kbank, kool, mega, pk, plat, pstc, ptg, stanly, tasco, uac) 02.08.16

AJD
AJD is adding 20,000 online top-up machines and it is confident that at end of 2016 it will reach 50,000 machines. It has budgeted Bt10mn for marketing and promotional campaigns in 2H16. (Khao Hoon, 02/08/16)
Comment: If they could pull off what FSMART has done then perhaps for the first time in a decade I may consider this name
 
ALT
ALT expects 2H16 earnings to be good backed by trading business and 4G. It targets 2016 revenue to grow 10% from last year’s Bt2.6bn brought by IT trend. It plans to take part in bids. (Thun Hoon, 02/08/16)
ASIMAR
ASIMAR expects 2H16 earnings to be outstanding upon the booking of more revenue. It has backlog in hand of Bt380mn. It plans to bid for more jobs from TAT. (Kao Hoon, 02/08/16)
CCN
CCN is negotiating with both listed and non-listed companies about partnership. It plans to diversify to energy, with a decision to be made by the end of 2016. It expects 2H16 revenue at Bt100mn, growth of 20%. (Thun Hoon, 02/08/16)
CSP
CSP expects 1H16 sales volume of 80,000 tons, up 20% YoY, with 2016 sales volume of not less than 160,000 tons or up 15% YoY. It expects 2H16 steel price to average Bt16-18/kg. It plans to increase 2016 target revenue in August. (Thun Hoon, 02/08/16)
GIFT
GIFT expects 2Q16 earnings to be good backed by higher sales. It expects 2016 net profit to be a record high. It is talking to a partner to invest in alternative energy, with a decision to be made by the end of this year. (Khao Hoon, 02/08/16)
Comment: And they’ve recently switched from the MAI to the SET

Continue reading Stocks in the news (ajd, alt, asimar, ccn, csp, gift, glow, gpsc, kbank, kool, mega, pk, plat, pstc, ptg, stanly, tasco, uac) 02.08.16

Stocks in the news (bsm, bew, ci, cpf, drt, forth, gland, hpt, ifec, kool, malee, pttep, sf, stpi, super, tcj) 12.07.16

BSM
BSM expects 2H16 earnings to be good supported by high season. It expects to get Bt50mn in orders from Myanmar and Cambodia. It is confident that 2016 profit will be higher than last year and expects revenue of Bt700mn. It is negotiating with a partner to expand its business. (Thun Hoon, 12/07/16)
BEW
BEW has set up a subsidiary, Be Green Development Company Limited, to engage in the property business. It expects to support industrial estates in the renewable energy industry. (Khao Hoon, 12/07/16)
CI
CI doing a commercial project in Cha-am to support its revenue and expects it to conclude in 2017. It has a new Bt4.7bn project of to add to its backlog of Bt3bn. It expects 2016 sales to go over Bt3bn, supported by the tax stimulus. (Thun Hoon, 12/07/16)
Comment: In the past few years their strategy has evolved to provide a more consistent 
CPF
CPF expects 2Q16 net profit of Bt4.11bn or growth of 38%, supported by domestic business growth and booking Bt1.5bn in profit from the sale of CPALL shares. It expects to report earnings on Aug 11. (Khao Hoon, 12/07/16)
Comment: Love the trading gains in CPALL!

Continue reading Stocks in the news (bsm, bew, ci, cpf, drt, forth, gland, hpt, ifec, kool, malee, pttep, sf, stpi, super, tcj) 12.07.16

Stocks in the news (ap, big, cgd, cmo, com7, dna, earth, dna, earth, earth, gold, kool, ktb, samco, synex, tfg, tsr) 05.07.16

AP
AP expects 2Q16 earnings to continue to grow, supported by its transfers. It expects 2016 revenue will hit target at Bt23.7bn supported by backlog of Bt12.9bn and the launch of 13 new projects. (Thun Hoon, 05/07/16)
BIG
BIG has opened its “WONDER PHOTO SHOP”, its first outlet for printing photos from smartphones. This has received good response. It expects 2016 revenue growth of 15%. It expects the camera market to continue to grow in 2H16. (Kao Hoon, 05/07/16)
Comment: Knowing how the consumer market works here, this may be incredibly popular for 12-18 months and then die off
 
CGD
CGD bought a school in UK for Bt848mn. It expects to book revenue of £600bn in 2H16. (Kao Hoon, 05/07/16)
CMO
CMO unveils new business strategy – CMO is marking its 30th anniversary by focusing more on tourism and its entertainment-and lifestyle-related business on top of its core eventmanagement operation as it aims to achieve a revenue target of Bt2 billion within two years. (The Nation, 05/07/16)
COM7
COM7 expects 1H16 earnings to be strong supported by the launch of “iPhone SE”. It expects 2016 revenue of Bt17bn. It plans to open 100,000 numbers within one year. (Kao Hoon, 05/07/16)
Comment: And we have the iPhone 7 coming!

Continue reading Stocks in the news (ap, big, cgd, cmo, com7, dna, earth, dna, earth, earth, gold, kool, ktb, samco, synex, tfg, tsr) 05.07.16

Stocks in the news (cho, chow, cig, epg, fpi, ilink, kool, mcs, ncl, ps, samco, tog, tsr) 27.06.16

CHO
CHO expects to show net profit in 2Q16 from net loss of Bt9.12mn. It expects 2H16 earnings to be good backed by transfers and Bt652mn backlog. It expects 2016 revenue to achieve its target at 10%. It expects to get the Bt4mn NGV bus project, which will be announced in July. (Thun Hoon, 27/06/16)
CHOW
CHOW plans for subsidiary CE to submit filing to launch Bt380mn IPO and expects to trade in mai. It will use the funding to expand its power business at home and abroad. (Khao Hoon, 27/06/16)
Comment: They are continuing on their shift to more renewable energy projects
 
CIG
CIG has a deal with a foreign partner to launch a new product with expected revenue of Bt200mn. It expects 2016 revenue turn to positive from loss of Bt7.24mn last year. It is considering paying a dividend. It expects FY2016 revenue of over Bt1bn. It plans to increase revenue portion from exports to over 50%. (Thun Hoon, 27/06/15)
EPG
A Hong Kong fund is interested in EPG because of its strong fundamentals. It expects this to be clarified soon. It will gain from a weaker baht after the UK leaves the EU. (Thun Hoon, 27/06/15)
FPI
FPI expects 2Q16 earnings to be good boosted by large orders. It expects 2016 revenue to hit target growth of 10% after the auto sector bottomed out. It expects to run new machinery, which will increase its capacity by 15%. It will use the capacity to handle OEM orders. (Khao Hoon, 27/06/16)

Continue reading Stocks in the news (cho, chow, cig, epg, fpi, ilink, kool, mcs, ncl, ps, samco, tog, tsr) 27.06.16

Stocks in the news (anan, banpu, bcp, kool, plat, ptg, samart, sawad, sci, thai, vte, wice) 20.04.16

ANAN
Taiwan fund is interested in investing in ANAN. A decision is expected soon. The company plans to issue a debenture worth Bt1bn to support business. It plans to launch a new project worth Bt19bn to increase its backlog to Bt37bn. (Thun Hoon, 20/04/16)
Comment: More curious about the recent perp bond they’ve announced than supposed investor interest
BANPU
BANPU has budgeted US$112mn to start shale gas business. It hopes this will provide support to revenue and earnings. (Khao Hoon, 20/04/16)
BCP
BCP listing subsidiary BCPG on the SET. It will sell 160 million shares and expects to undertake the IPO in 3Q16-4Q16. It plans to expand its business in Thailand and abroad. (Khao Hoon, 20/04/16)
KOOL
KOOL expects 2Q16 sales to grow 40% YoY supported by hot weather and high season. It plans to increase its distribution in Thailand and abroad. It targets to increase revenue from exports by more than 20% in 2016. (Khao Hoon, 20/04/16)
Comment: Effectively a single product company, what will they say when the rainy season hits? 

Continue reading Stocks in the news (anan, banpu, bcp, kool, plat, ptg, samart, sawad, sci, thai, vte, wice) 20.04.16

Stocks in the news (eastw, gold, gpsc, kool, nwr, pttep, qh, qtc, uac, sc, siri, smt, thana, top, yuasa) 19.04.16

EASTW
EASTW expects 2Q16 net profit to be peak because of seasonality. It expects 2016 revenue to grow 5% from 2015’s Bt4.65bn brought by continuous demand growth. It plans to list its subsidiary by 4Q16. (Thun Hoon, 19/04/16)
Comment: We’ve been waiting for this UU IPO for quite a while now.
GOLD
GOLD is talking to a prospective partner to invest in property business abroad, with a decision to be made within next year. It targets 2016 revenue of Bt9.77bn driven by transfers. (Thun Hoon, 19/04/16)
GPSC
GPSC expects 1Q16 earnings to be above Bt600mn (+28%YoY, +117%QoQ) mainly driven by Bt180mn dividend from subsidiary RPCL. (Thun Hoon, 19/04/16)
KOOL
KOOL targets 2016 revenue to grow 40% on the back of a marketing campaign and higher sales because of the high temperatures. (Bangkokbiznews, 19/04/16)
NWR
NWR expects to sign contract for motorway (Bang Pa-In – Korat) valued at Bt2.5bn soon. It plans to take part in Bt30bn in bids. It is studying investing in new business which is expected to raise revenue in 2017. (Khao Hoon, 19/04/16)
Comment: The issue here is that they can’t do more than what their balance sheet permits despite their best efforts

Continue reading Stocks in the news (eastw, gold, gpsc, kool, nwr, pttep, qh, qtc, uac, sc, siri, smt, thana, top, yuasa) 19.04.16

Stocks in the news (beauty, bem, bkd, cpf, ea, kbank, kool, pap, preb, qtc, samart, sat, stpi, tfd) 04.01.16

BEAUTY
BEAUTY expects 4Q15 earnings to be good on the back of government stimulus measures. It expects 2015 sales of Bt1.7bn with a record high net profit from 2014’s Bt301mn. It targets 2016 sales to grow 20%. (Khao Hoon, 04/01/16)
Comment: The last minute bump by the government to promote year end spending should bold well not only for names like BEAUTY, but virtually every other retailer. But of course this isn’t sustainable and it will just lead to poor QoQ #’s further down the road.

BEM
BEM will be included in SET100. It will begin trading on Jan 5 in the Transportation and Logistics sector. (Khao Hoon, 04/01/16)
Comment: I still think that this would be an incredibly attractive name to many many institutional investors

BKD
BKD got a Bt1bn contract to refurbish BMA City Hall. It expects to get another Bt2bn in projects soon. It plans to take part in refurbishing a hotel in Myanmar, valued at Bt500mn. (Khao Hoon, 04/01/16)

CPF
CPF plans to invest in Africa, Europe, and Australia. It plans to set up a new production base which is expected to increase sales growth by 10% per year. It targets sales of Bt700bn within five years. (Khao Hoon, 04/01/16)

EA
EA reports its 90MW solar farm in Phitsanulok has reached 90% completion. Operational start-up is expected in Jan 2016. It expects 2016 revenue to be good backed by 404MW in power plants. (Khao Hoon, 04/01/16)

KBANK
KBANK targets fee revenue growth of 18-20% from insurance, mutual fund and credit cards. It expects 2015 fee revenue to reach Bt20bn. It targets 20% growth in fees from E-transactions. (Khao Hoon, 04/01/16)
Comment: A lot of NVDR buying on the last day of 2015 in this name ~ THB 3 bn alone.

Continue reading Stocks in the news (beauty, bem, bkd, cpf, ea, kbank, kool, pap, preb, qtc, samart, sat, stpi, tfd) 04.01.16

Stocks in the news (27.10.15)

Names today: DCC, EPG, GLOBAL, GOLD, KOOL, MTLS, MSC, NOK, PTG, SC, SIRI, TFD

DCC
DCC’s board has approved 3Q15 interim dividend of Bt0.042/share, XD on Nov 6. It reported 3Q15 net profit of Bt275mn. (Khao Hoon, 27/10/15)
Comment: DCC’s revenues have taken a slight hit and despite their margin improvements, things still don’t look rosy for the company just yet

EPG
EPG expects 2QFY16 net profit to grow 50% from 2QFY15’s Bt148.05mn backed by numerous orders and cost control. (Thun Hoon, 27/10/15)
Comment: Just impressive numbers coming out of this niche player

GLOBAL
GLOBAL expects 2015 net profit of Bt1bn backed by Bt20bn in sales at local branches brought by government stimulus measures. It says there are a lot of orders from Laos. It plans to expand to Vietnam and Cambodia, with a decision made in 2016. (Thun Hoon, 27/10/15)
Comment: We still don’t quite understand why this company is so well loved nor why Siam Cement Group decided to buy a stake in it

Continue reading Stocks in the news (27.10.15)