Tag Archives: msc

Stocks in the news (27.10.15)


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 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 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)

Stocks in the news (arrow, cpall, jmt, lalin, msc, nmg, pe, phol, qlt, siri, symc, trc) 19.03.15

ARROW expects strong 1Q15 earnings backed by rising revenue. It expects 20% revenue growth this year and has a chance to get one of the Red Line contracts value at Bt40mn. (Kao Hoon, 19/03/15)

Subsidiary CP Retail Link Co., Ltd. expects 2015 revenue of Bt3.4bn or 15% YoY growth from last year and will expand over 50 service centers this year. (Kao Hoon, 19/03/15)

JMT plans to bid for the new bad loan portfolio worth of Bt10bn. The company has about Bt62bn loans currently which it expects to book as revenue through 2020. This year the firm expects 50% earnings growth driven by better collection of bad loans. (Kao Hoon, 19/03/15)
Comment: The issue with JMT is that despite its absolutely amazing growth, they will need to raise additional capital to continue growing at this pace.

Continue reading Stocks in the news (arrow, cpall, jmt, lalin, msc, nmg, pe, phol, qlt, siri, symc, trc) 19.03.15

Stocks in the news (bbl, bec, ckp, msc, ssi, trc, vih) 08.07.13

BBL: Expects good 2Q13 earnings. BBL is forecasted to report good earnings of over Bt10b in 2Q13 (up 15-18% yoy). Key drivers will be a pick-up in loan growth, stable NIM, strong fee momentum (backed by wealth management and bancassuarnce) and stable credit costs. (Source: BBL)

Comment: Every bank will have a good 1H13 but 2H13 will have slower growth

BEC: World aiming for 1-2 variety licences. If BEC World wins commercial terrestrial digital TV licences in the upcoming auction, it could broaden its mass audience and broadcast programmes that vary from its analogue Channel 3. BEC World plans to establish a separate company for the bidding to avoid legal conflicts under the concession from MCOT to its subsidiary Bangkok Entertainment Co for Channel 3. It plans to continue operating Channel 3 until its concession expires in Mar 20. BEC World is aiming for one high definition (HD) variety licence and one standard definition (SD) variety licence, but if the bidding competition is too fierce, it might go for only one of them. News takes up half of Channel 3’s airtime. BEC World wants to expand its viewership from its stronghold in major cities. The NBTC requires digital TV network providers, which will serve terrestrial digital broadcasters, to extend their network to 50% of the population in the first year, 80% in the second year, 90% in the third and 95% in the fourth year. This will enable the digital TV stations to give service with equal network coverage. (Source: The Nation)

Comment: BEC need this in order to maintain its ad rates and market share Continue reading Stocks in the news (bbl, bec, ckp, msc, ssi, trc, vih) 08.07.13

Stocks in the news (becl, bland, GL, msc, noble, PTT, uv) – 17.01.13


Toll raise negotiations taking the first step — Expressway Authority of Thailand (EXAT) is to set up a subcommittee to consider the toll rate hike today before negotiating with BECL. The rate hike will provide additional revenue for maintenance and construction of new expressway projects. (Manager, 17/01/13)


Trading volume surges — BLAND’s trading volume have ballooned over the past four days, with more than Bt20bn worth of shares exchanged hands, due to its first time limit on cash balances after turnover, volume per day and PE reached SET ceilings. (Khao Hoon, 17/01/13)

Comment: All I can say is look at the fact that he bought so many shares under his own name in the past Continue reading Stocks in the news (becl, bland, GL, msc, noble, PTT, uv) – 17.01.13