Tag Archives: t

Stocks in the news (anan, arrow, atp30, bwg, cho, demco, egco, ndr, ptt, sgp, spali, stec, t, tfd, wha) 14.07.16

ANAN
ANAN and Mitsui Fudosan plan to set up associated companies and launch three projects at the end of this year. It expects this to bring up backlog from Bt38bn, which can cover revenue until next year. It plans to buy land. (Thun Hoon, 14/07/16)
Comment: And their growth is effectively secured for the next 2 years
 
ARROW
ARROW is budgeting Bt37mn to set up its 2nd electrical conduit plant on 7 rai of land in order to serve high demand. This will increase its capacity by 50%. It expects RTRC conduits to be a key driver. It expects 2016 revenue to be not less than Bt1.4bn. (Thun Hoon, 14/07/16)
ATP30
ATP30 signed a contract valued at Bt20mn to provide five years of logistics service. It took part in Bt800mn bids and expects to get this job. It expects 2Q16 earnings to be good thanks to new clients. (Thun Hoon, 14/07/16)
Comment: Popular at the amount amongst retail investors, seems to be a steady cash earner with its basic logistics service
 
BWG
BWG plans to operate RDF phase 2, capacity of 250 tons, by the end of this year. This will ramp up its total capacity to 600 tons per day which can serve three 10MW power plants. (Khao Hoon, 14/07/16)
Comment: It feels like the renewable game in the market has returned

Continue reading Stocks in the news (anan, arrow, atp30, bwg, cho, demco, egco, ndr, ptt, sgp, spali, stec, t, tfd, wha) 14.07.16

Stocks in the news (anan, ajd, asefa, bcp, crane, css, eforl, gfpt, nncl, prin, pstc, rojna, t, tpac) 18.12.15

ANAN
ANAN targets 2016 revenue of Bt14.5-15.5bn (43% growth) backed by Bt38bn backlog. It targets sales of Bt21.5-22.5bn with 32% gross margin. It is confident 2015 revenue will reach target of Bt10-11bn. It plans to launch ten projects, valued at Bt22-23bn, next year. (Thun Hoon, 18/12/15)
Comment: Perhaps one of the few property companies still growing in Thailand

AJD
AJD expects 4Q15 earnings to be good backed by Top-Up machines. It plans to add 50,000 ToUp machines next year. (Thun Hoon, 18/12/15)
Comment: Follow this name at your own risk.

ASEFA
ASEFA expects orders to surge from mega projects and growth in data centers. (Thun Hoon, 18/12/15)

BCP
BCP is budgeting Bt3bn to expand its oil retail business in 2016. It plans to open 60 gas stations and also focus on non-oil business for sustainable growth. (Khao Hoon, 18/12/15)

CRANE
CRANE expects performance to turn around next year backed by demand. It expects 2015 revenue to achieve its target. It is talking to a prospective partner to invest abroad. (Thun Hoon, 18/12/15)
Comment: It has consistently been an undervalued stock despite the fact that core business has always done ok.

Continue reading Stocks in the news (anan, ajd, asefa, bcp, crane, css, eforl, gfpt, nncl, prin, pstc, rojna, t, tpac) 18.12.15

Stocks in the news (aq, bmcl, becl, bem, chow, drt, epg, hemraj, kcm, mcs, ml, polar, ratch, siri, stec, t, true, tvo) 30.09.15

AQ
AQ expects net profit this year after 2014 net loss of Bt285.61mn on backlog of Bt300- 400mn. It plans to launch a new project “AQ Shadi Phaholyothin-Rangsit” in 2H15. (Thun Hoon, 30/09/15)
Comment: Despite the quality of its projects, the stock is rather expensively valued.
BECL/BMCL
BECL expects the cabinet will okay the merger with BMCL in October. It expects BEM (Bangkok Expressway and Metro Plc) will begin to trade in January 2016. (Khao Hoon, 30/09/15)
Comment: There’s nothing new here in terms of stories nor valuation, in the end its a good move for CK to not have to inject additional capital into BMCL
CHOW
CHOW has done a JV with BCP to invest in a 50MW solar power plant in Japan. It will invest no more than Bt380mn. (Khao Hoon, 30/09/15)
DRT
DRT expects sales to peak in 2016 although 2015 sales may be hurt by the economic slowdown. It plans to expand abroad. It targets exports to comprise 30% of revenue within three years. It expects to benefit from the government’s stimulus. (Thun Hoon, 30/09/15)
Comment: That’s rather ambitious by DRT, unless the Thai portion of the business is going to collapse. 

Continue reading Stocks in the news (aq, bmcl, becl, bem, chow, drt, epg, hemraj, kcm, mcs, ml, polar, ratch, siri, stec, t, true, tvo) 30.09.15

Stocks in the news (banpu, brock, bsm, dcon, dtac, fire, gl, pjw, s, scc, scn, spa, t, takuni, ticon, tndt, tuf, umi) 09.08.15

BANPU
BANPU plans to list subsidiary Banpu Power (BPP) on the SET in 1Q16. It targets an increase in electricity capacity from 1,878MW to 2,700MW to 4,000MW in the long term. (Khao Hoon, 09/09/15)
Comment: This should change the value proposition in BANPU dramatically.

BROCK
BROCK is talking to three prospective partners to invest in mixed-use property in Phuket, valued at Bt10bn. It expects 3Q15 earnings to be good backed by high orders. It expects 2015 revenue to grow 10%. (Thun Hoon, 09/09/15)

BSM
BSM expects to expand to Australia, finalized within 1-2 months. A JV with KCM proceeds as planned. It expects 2H15 revenue to be good backed by Bt30mn from Myanmar and India. It expects 2015 revenue to achieve target of 20% growth. (Thun Hoon, 09/09/15)
Comment: Always liked this company, never liked its valuation.

DCON
DCON expects 2H15 revenue to be good aided by 16,000 foundation piles for EA’s solar farm and high demand from private power projects and public investment. It has budgeted Bt500mn to acquire land. (Thun Hoon, 09/09/15)
Comment: DCON’s price is returning back to earth as the news of the condominium recognition is well known in the market.

Continue reading Stocks in the news (banpu, brock, bsm, dcon, dtac, fire, gl, pjw, s, scc, scn, spa, t, takuni, ticon, tndt, tuf, umi) 09.08.15

Stocks in the news (arrow, bjchi, cig, cwt, drt, eason, fsmart, jmt, kbank, modern, ndr, nwr, siam, siri, spa, t, trt, tru) 01.09.15

ARROW
ARROW expects net profit to reach new high over next three years. 2015 revenue is expected to achieve target growth of 20%. It expects no impact from the yuan devaluation. (Khao Hoon, 01/09/15)
Comment: And it’s still continue to grow strongly regardless of everything NOT happening in Thailand during the past 12 months
BJCHI
BJCHI expects to growth from adding to its customer base. Management expects 2015 revenue to grow at least 15%. It expects to get a Bt6.5bn job soon. (DBBNews, 01/09/15)
CIG
CIG expects 3Q15 earnings to rise from new products and more customers at home and overseas. It expects exports to comprise of 50% of revenue this year and rise to 80% next year. It backlog is Bt300mn which it expects to book in 2H15. (Thun Hoon, 01/09/15)
CWT
CWT expects to net profit in 3Q15 from 3Q14’s net loss of Bt1.55mn thanks to high demand and the baht depreciation. It expects 2015 revenue of Bt1.2bn on the back of transfers. Its backlog is Bt800mn and it expects to add more. It is talking about investing in a waste power plant and expects a decision to be made by 4Q15. (Thun Hoon, 01/09/15)

Continue reading Stocks in the news (arrow, bjchi, cig, cwt, drt, eason, fsmart, jmt, kbank, modern, ndr, nwr, siam, siri, spa, t, trt, tru) 01.09.15