Tag Archives: pm

Stocks in the news (ap, ckp, delta, ksl, mc, mjd, pm, prin, q-con, rjh, spa, tcmc, tpipl, trt, tu, wha) 22.09.16

AP
AP is confident that low-rise project revenue and presales will hit target. It reports revenue from low-rise of Bt6.14bn in 1H16 and will realize Bt5.68bn in 2H16. (Thun Hoon, 22/09/16)
CKP
CKP expects profit of Bt300mn in 2H16 supported by more capacity from Nam Ngum 2. (Kao Hoon, 22/09/16)
Comment: Now would they consider flipping this into an infra REIT? Are the rules there by the SEC for this happen?
 
DELTA
DELTA has received more orders, which will support 2H16 earnings. It maintains its target revenue growth of 10% from last year backed by customer expansion. It has budgeted Bt1.12bn to set up a production base and R&D facility in India. (Thun Hoon, 22/09/16)
KSL
KSL expects 4Q16 earnings to be good supported by a surge in sugar price and the rise from bottom for its ethanol business. It plans to bid for a biomass power plant contract. (Thun Hoon, 22/09/16)
Comment: The only thing driven these names are the sugar prices
 
MC
MC expects 2H16 revenue to be good supported by campaigns and high season. It is confident that 2016 revenue will grow 15%. It has a plan to add 1 branch in Laos. (Kao Hoon, 22/09/16)
Comment: I still think that they have one of the worst inventory days turnover that I’ve seen amongst nearly every retailer in the region.

Continue reading Stocks in the news (ap, ckp, delta, ksl, mc, mjd, pm, prin, q-con, rjh, spa, tcmc, tpipl, trt, tu, wha) 22.09.16

Stocks in the news (advanc, arrow, beauty, cwt, dcorp, k, iec, pf, pm, ptl, samco, sgp, tcap, tsr) 28.03.16

ADVANC
Partnership may decide if AIS joins 4G auction — The uncertain status of a partnership agreement between TOT Plc and Advanced Info Service (AIS) may put the latter under increasing pressure to join the renewed auction for the 900-megahertz spectrum. (Bangkok Post, 28/3/16)

ARROW
ARROW expects 1Q16 earnings to be good on the back of recovering in construction and its active strategy. It expects 2Q16 earnings to be better than last year after its backlog reach a record high. (Thun Hoon, 28/03/16)
Comment: And they continue to grow and grow and grow

BEAUTY
BEAUTY expects 2016 earnings to mark a record high. It targets revenue of Bt2.1bn (20% growth). It plans to expand its business by supplying its products via 7-eleven and opening new branches at home and abroad. It plans to hold a roadshow at Japan in mid-2016. (Khao Hoon, 28/03/16)
Comment: With growth slowing (but still great nonetheless) will investors decide this company isn’t worth its 30x PE anymore?

CWT
CWT expects 2016 revenue to achieve Bt2bn (20% growth) aided by Bt1.5bn backlog, revenue from teak exports of Bt400mn and automotive leather orders from abroad. It is budgeting Bt800mn to invest in power plants. (ASTV, 28/03/16)

Continue reading Stocks in the news (advanc, arrow, beauty, cwt, dcorp, k, iec, pf, pm, ptl, samco, sgp, tcap, tsr) 28.03.16

Stocks in the news (ck, cpn, demco, hemraj, match, pm, sena, thcom) 30.04.14

CK

Good 1Q14 — CK says 1Q14 revenue was good, supported by backlog of Bt110bn. It reaffirms that revenue will surpass Bt30bn this year. It expects to sign for additional work worth Bt22bn. CK’s shareholders have also given the green light for an increase in the debenture amount that CK can issue by Bt8bn from Bt17bn. (Khao Hoon, 30/04/14)

Comment: He’s also just come out in the news saying that there could be a 70% drop in total project value available in the market from THB 700 bn to THB 200 bn

CPN

CPN plans B6bn lifestyle mall – Despite the shaky political climate, Central Pattana Plc (CPN), the SET-listed property and retail developer under the Central Group of Companies, has announced plans to continue its investments this year, with its latest shopping complex to be developed at a cost of Bt6bn. The low-rise CentralFestival East Ville, the first lifestyle outdoor mall of the group, will begin construction on a 51-rai plot of Praditmanutham Road in the next two to three months and finish in November next year. (Bangkok Post, 30/04/14)

DEMCO

DEMCO plans further expansion into overseas markets, especially Laos and Myanmar to get in on the good growth potential in both countries. It expects to new jobs of Bt4.5-5.5bn and is pushing to finish more of its current Bt3.5bn backlog. DEMCO’s shareholders approved a dividend of Bt0.10/share. (Khao Hoon, 30/04/14)

Comment: The real value here is in its holding in WEH (Wind Energy Holding)

Continue reading Stocks in the news (ck, cpn, demco, hemraj, match, pm, sena, thcom) 30.04.14

Stocks in the news (aav, cpall, css, ktb, pm, samart, solar) 07.01.14

AAV

Feeling the pinch — AAV says that the political head is impacting its operations and it will monitor the situation closely. It expects the political situation to ease in 2Q14, after which tourism will recover. It continues to focus on China destinations and Air Asia X to generate revenue. (Tun Hoon, 07/01/14)

Comment: We’ve read that some airlines coming to Thailand have cut the number of flights by 10% or so.

CPALL    Hopes to refinance this month — CPALL hopes to close its new loan agreement worth US$4bn to refinance its MAKRO deal this month. It expects the new loan agreement to lower its debt to only US$1.32bn. (Khao Hoon, 07/01/14)

Comment: Well they will have to!

CSS

CSS targets revenues for 2014 to grow by 20% YoY, to Bt4bn. It expects revenue proportion for its telecom business to increase from 20% in 2013 to 25% in 2014 supported by its domestic and international market expansion. The company has a backlog of Bt400-500mn and aims to bid for new projects worth Bt380mn. (Khao Hoon, 07/01/14)  Continue reading Stocks in the news (aav, cpall, css, ktb, pm, samart, solar) 07.01.14

Weekly Management Trades – 29/04 to 03/05

Notable transactions

Buy(s): THB 471.5

  • PAE – Eh?! How did the MD manage to buy this amount of shares at such a discount to market, we’ve done 10-20% but 35%?
  • PM – Interesting, despite the stock rallying strongly to this level, management still decides to purchase 50 mil baht worth
  • TFD – Again I have no idea how this transaction was done @ THB 2/share when the mkt price is @ 13….

Sell(s): THB 54.7

  • n/a

130507 mgmt trades weekly

2012 SET Awards

Best CEO Award

– SET: Somprasong Boonyachai, chief executive officer, Shin Corporation

– MAI: Noppadon Tansalarak, chief executive officer, Master Ad

SET Award of Honour

For Continuous Excellence in 2008-2012

– Corporate Governance Report: Bangchak Petroleum, Kasikornbank

– Corporate Social Responsibility: Bangchak Petroleum, Siam Cement

For Continuous Excellence in 2009-2012

– Corporate Governance Report: Krung Thai Bank, Somboon Advance Technology, Se-Education

For Continuous Excellence in 2010-2012

– Corporate Governance Report: Kiatnakin Bank, Siam Commercial Bank

– Investor Relations: Kasikornbank

– Securities company: Credit Suisse Securities (Thailand)

Continue reading 2012 SET Awards