ACAP targets net profit growth of Bt120mn after several years of net. It is ready to enter into debt restructuring like SAWAD. (Khao Hoon, 12/11/15)
Comment: Ahhhhh is that what the new shareholders in ACAP are planning to do? Well then they are going up against SAWAD and JMT
BANPU reported 3Q15 net loss of Bt72.27mn due to lower coal price. It plans to list Banpu Power on the SET to expand its electricity business. It expects electricity production to be 2.4MW. (Khao Hoon, 12/11/15)
Comment: Brokers are still trying to push banpu as a buy, I still just don’t see it.
BJCHI reported 3Q15 profit of Bt419mn, growth of 63% YoY. It plans to bid for projects. (Khao Hoon, 12/11/15)
Comment: Shouldn’t this make people less worried about the future of BJCHI?
CPALL reported 3Q15 net profit of Bt3.258bn, growth of 20.8%. Its revenue is Bt100.063bn with 9.60% growth YoY. The growth came from expanding 7-Elven stores to 8,618 or 30.7% growth. (Khao Hoon, 12/11/15)
Comment: And we are all still waiting for MAKRO’s share price to rise above THB 40/share so that CPALL may finally sell a stake there.
CSS reported 3Q15 net profit of Bt191.97mn with 30% growth YoY. Its growth came from business expansion. It expects 4Q15 earnings to be impressive and is ready to enter into telecommunication and energy business. It targets this year’s revenue at Bt4.8-5.0bn or 20-25% growth. (Khao Hoon, 12/11/15)
Comment: It seems priced and we’re rather surprised that the stock didn’t run further on the back of the 4G announcements.
ACD plans to acquire three hotels in Phuket worth Bt10bn, expecting to finalize the deals within this year. It also plans to acquire businesses in Laos and Cambodia. It expects to achieve revenue above Bt1bn this year. (Thun Hoon, 19/6/15)
BBL sold 484mn shares of IRPC at Bt4.06/share to foreign funds. (Khao Hoon, 19/6/15)
Comment: Clever move on the part of BBL, never cared much about this so-called long term “Phoenix” project that IRPC have been touting for years.
BMA insists NPG project is transparent. In response to Bestrin Group’s appeal to the prime minister to investigate the transparency of the NPG bus project, the Bangkok Mass Transit Authority insists the bid for NGV bus project was transparent and it will go ahead and sign two contracts with CHO to provide the NGV buses and maintenance services in June. (Khao Hoon, 19/6/15)
DNA acquired 8.32% stake in TCC for Bt180mn. TCC expects revenue to grow 10% this year on the back of rising demand. (Thun Hoon, 19/6/15)
Targets 2015 revenue of Bt750mn backed by strong fundamental. It plans to restructure business by focusing on IT business, event organization and alternative energy. (Khao Hoon, 25/05/15)
2015 revenue expected to grow 50% from 2014’s Bt241mn aided by increasing electricity sales and sugar orders. Its 9.9MW power plant is operating and it plans to invest in a biomass power plant. (Thun Hoon, 25/05/15)
Comment: Its the traditional expansion of any sugar company in Thailand, however with the brazilian currency being hammered their sugar exports are causing global sugar prices to decrease, this isn’t a good omen for any thai sugar plant
CCP expanding production capacity for concrete sleeper for infrastructure project worth Bt1.99trn. Management plans to set up a subsidiary to invest in new machines. 2Q15 profit is expected to jump from transfers and new jobs. (Thun Hoon, 25/05/15)
Expects growth in 2015 profit and believes that the sugar price will stand at 14.8 cents/pound this year. Its 50MW biomass power plant is expected to start up in 2Q15 and the other is expected to startup in 4Q15. (Khao Hoon, 25/05/15)
Comment: See BRR
ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15)
AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as it just received Bt1.5bn from recapitalization. (Tun Hoon 9/2/15)
Comment: Another company that has somehow become a renewable energy player
Two foreign airlines are looking to start operations at Don Mueang International Airport with a view of capturing the expected recovery of Thai tourism this year after the prolonged political crisis. (The Nation, 7/2/2015)
Big-lot transaction — There was a big-lot transaction of 200mn shares of BMCL for Bt386mn on February 6. CK confirms that this was not its transaction. (Krungthep Turakij, 7/2/15)
Sells > Buys; 5.6 bn vs 1.3bn
Buys- AH, BANPU, BGH, BLAND, EPCO, GFM, JUTHA, KCE, PS, SIRI, TICON, TONHUA, TPIPL, TTA, TVI
Sells – AMATA, BGH, BTS, GFM, KK, NWR, OFM, PPC, PS, SAMART, SCC, SIRI, TCC, TFI, TICON, TPIPL, TUF, VIBHA
Note: All mentioned tickers have values of THB 20 mn in transactions or higher