Tag Archives: pe

Stocks in the news (30.10.15)

Names today: ACAP, COM7, CPN, IFEC, CPN, CSP, IFEC, JAS, KC, NUSA, ORI, PE, RCI, SAMART, SENA, SMART, TSF

ACAP
ACAP expects to show net profit next year on the back of loan extensions and cost control although this year may have a net loss. It is working with AJD to invest in an online loan machine valued at Bt400mn. It plans to acquire more debt to increase its debt collection portfolio. (Thun Hoon, 30/10/15)
Comment: We do wonder who the new shareholders are in ACAP and what their plans will be with this entity in the future

COM7
COM7 expects to show net profit in 4Q15 backed by 4G auction and iPhone6-plus launch. It expects 2015 revenue to achieve its target. It expects 2016 revenue to grow 5%. It plans to open more branches to expand to the SME market. (Thun Hoon, 30/10/15)
Comment: So, wait for the price to decline and buy again when the iPhone 7 releases?

CPN
CPN plans to expand to Myanmar. It targets to open hotel and department stores to cover AEC. It expects 2016 revenue to grow 10-15% backed by tourism. (Thun Hoon, 30/10/15)
Comment: The family already has a foothold there, so this is just a natural extension of the group’s overall business

Continue reading Stocks in the news (30.10.15)

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

ARROW
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)

CPALL
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
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