Tag Archives: snp

Stocks in the news (advanc, akr, apco, csl, css, dna, emc, fpi, lit, ori, sawad, sithai, snp, spcg, super, takuni, vpo) 09.11.15

ADVANC
ADVANC expects to report 3Q15 earnings tomorrow. It expects 9M15 net profit of Bt28bn (+4%) despite 3Q15 net profit dropped by 7% to Bt8.35bn. (Khao Hoon, 09/11/15)

AKR
AKR expects to get a Bt150mn electric transformer project from the MEA, which will raise its backlog to Bt600mn. It expects 2015 revenue to achieve target of Bt2bn backed by high demand. It is expanding into another solar farm. (Thun Hoon, 09/11/15)

APCO
APCO reported 3Q15 revenue of Bt94.89mn with Bt21.33mn net profit, affected by the slowdown in local demand. It plans to broaden its market by advertising on free TV, which it expects will increase revenue. It plans to launch new products via drug stores. It plans to expand business via MLM (Multi-Level Marketing) in AEC and abroad. (Thun Hoon, 09/11/15)
Comment: A friend commented best on this, a wonderful marketing company but their products have little impact on one’s health.

CSL
CSL reported 3Q15 net profit of Bt85.96mn from 3Q14’s net loss of Bt464.34mn backed by data center project and dividend from a subsidiary. 9M15 revenue was Bt2.23bn with net profit of Bt248mn. (Thun Hoon, 09/11/15)

Continue reading Stocks in the news (advanc, akr, apco, csl, css, dna, emc, fpi, lit, ori, sawad, sithai, snp, spcg, super, takuni, vpo) 09.11.15

Stocks in the news (ah, aira, akr, ap, btc, chuo, delta, iec, lit, modern, mcot, mtls, ptt, rich, sc, sena, snp, siri, spcg, symc, tasco, tta, tvt) 10.07.15

AH
AH expects 3Q15 to be good backed by new car models. It targets 5-10% revenue growth this year although 2Q15 profit is expected to be lower than 1Q15 on seasonality. It expects to conclude an acquisition in 4Q15. (Khao Hoon, 10/07/15)
AIRA
AIRA plans to expand into leasing and insurance in 2H15. It expects to start nano-finance scheme. AIRA shareholders approved a capital increase of 3,160mn shares. (Khao Hoon, 10/07/15)
Comment: AIRA in a way has been quite clever of diversifying as far away as possible from the brokerage business 
AKR
AKR got a job from Royal Thai Army worth Bt480mn. Management is confident 2015 revenue will be good backed by electric transformer jobs. (Thun Hoon, 10/07/15)
Comment: Not a submarine purchase?
AP
AP plans to issue a debenture. The objective is pay down debt and for use as working capital. (Thun Hoon, 10/07/15)

Continue reading Stocks in the news (ah, aira, akr, ap, btc, chuo, delta, iec, lit, modern, mcot, mtls, ptt, rich, sc, sena, snp, siri, spcg, symc, tasco, tta, tvt) 10.07.15

Stocks in the news (ba, bcp, brock, cpf, eic, gfpt, kkp, lh, mint, snp, mlink, nusa, ocean, pttgc, ratch, scc, uac, uv, wave) 24.04.15

BA
CEO says give BA some time – The Chief Executive Officer of BA, Khun Prasert Prasartong-osoth told shareholders yesterday that the reason the price of BA shares has fallen below IPO price is that it has been listed only six months and needs at least a year to prove itself to investors. Shareholders voted a cash dividend of Bt0.2 per share even though it had been listed only two months at the end of the year, giving investors a good return. (Post Today 24/04/15)
Comment: Well 1) It wasn’t the cheapest IPO 2) All airline stocks were hit hard recently 3) They effectively only feed 1 airport 4) They do have shares in BDMS (formerly BGH) which does argue that the underlying stock could be cheap.

BCP
1Q15 profit to be Bt1.55bn due to the increase refinery margin above US$10. (Khao Hoon 24/04/15)

BROCK
1Q15 earnings should be better than 1Q14’s loss of Bt680bn due to more backlog. The firm expects a 10% growth in revenue in 2015 as a result of an uptrend in the property business. The firm plans to enter into a joint venture with a foreign and listed property company in Thailand to launch a new project, expected to be settled by 4Q15. (Thun Hoon 24/04/15)

CPF
Plans to expand ready-to-eat branches in both Vietnam and India to 1,000-1,200 branches in Vietnam and 500 in India to get in on the economic growth. (Khao Hoon 24/04/15)
Comment: We would love CPF more if it wasn’t an obvious exit strategy for all of CP Group’s private entities.

Continue reading Stocks in the news (ba, bcp, brock, cpf, eic, gfpt, kkp, lh, mint, snp, mlink, nusa, ocean, pttgc, ratch, scc, uac, uv, wave) 24.04.15