Tag Archives: tmt

Stocks in the news (biz, gpsc, planb, qlt, sc, sccc, smit, stec, tmt, tnp, utp, uvan) 06.08.16

BIZ
BIZ reported 2Q16 net profit of Bt8.10mn with total revenue of Bt106.59mn, growth of 502% backed by more orders. (Kao Hoon, 06/08/16)

GPSC
GPSC reported 2Q16 net profit of Bt686mn or growth of 45%, with 1H16 net profit of Bt1.56mn, growth of 55%. It plans to invest in new projects in Thailand and abroad. It expects the 550MW power plant to proceed as planned. (Kao Hoon, 06/08/16)
Comment: This power play has continued to impress since its IPO earlier this year.

PLANB
PLANB expects 3Q16 to record a new high as it will book revenue of no less than Bt10mn from digital media in BIGC. It plans to add 60 digital media boards nationwide. It is confident that 2016 revenue will grow no less than 25%. (Thun Hoon, 06/08/16)
Comment: Its still rather incredible that this company is trading at these lofty multiples despite their failure to show the magnificent growth, then again as I tell my friends, when investing in Thailand you have to “Believe!”

QLT
QLT plans to set up a subsidiary in Myanmar and expects to expand customer base in 2H16. It expects to get more revenue from gas pipeline expansion job in the north. It has backlog of Bt300mn, with Bt180mn of this to be booked this year. (Thun Hoon, 06/08/16)

SC
SC Asset revenue to top B15bn – SET-listed developer SC Asset Corporation Plc expects fullyear revenue to surpass its 15-billion-baht target as housing demand outstrips rising household debt . (Bangkok Post, 06/08/16)

Continue reading Stocks in the news (biz, gpsc, planb, qlt, sc, sccc, smit, stec, tmt, tnp, utp, uvan) 06.08.16

Stocks in the news (ba, com7, ea, jmt, ocean, ptt, ratch, sappe, sf, siri, tcap, tmt, tvd, xo) 20.06.16

BA
BA expects 2016 revenue and net profit to mark a record high aided by increasing flights, opening new routes and lower oil price. It is talking to four airlines partner about code sharing and expects to expand to 25 airlines in 2017. It plans to cooperate with Bangkok Hospital to provide ambulance flights this year. (Thun Hoon, 20/06/16)
Comment: Thai Airways, Nok Air, have a look at this management team and learn how to run an airline business properly
 
COM7
COM7 expects 2H16 earnings to be good driven by TRUE shops and iPhone7. It expects 2016 revenue to reach Bt17bn backed by higher sales and revenue contribution from management services. (Thun Hoon, 20/06/16)
Comment: The relationship with True was a positive surprise. Iphone 7 launch in a couple of months, earnings should be rather steady for this company for the next 9 months.
 
EA
EA says solar farm at Phitsanulok supplies more than 693,000units of electricity. Its capacity is 278MW. It expects 126MW wind power to operate in 3Q16. (Khao Hoon, 20/06/16)
JMT
JMT expects to show net profit in 2Q16 from 1Q16 net loss of Bt15mn after extending the booking period to 10 years for acquiring debt. It plans to acquire Bt20bn bad debt from financial institutions. It expects this to boost 2016 revenue by 15%. It plans to expand to Laos and Vietnam. It plans to offer nano-finance in Myanmar in 2017. (Thun Hoon, 20/06/16)
Comment: GL part 2? JMART as a group already has a presence there so entry into that country isn’t an issue 

Continue reading Stocks in the news (ba, com7, ea, jmt, ocean, ptt, ratch, sappe, sf, siri, tcap, tmt, tvd, xo) 20.06.16

Management Trades 14/02 – 19/02

Notable Transactions

Note: Interesting to see the wide divergence in buy’s/sell’s

Buy(s) THB 226 mn

  • BROOK – Harumph…trust this company at your own peril…
  • TMT – It’s been a rather odd following this company over the past few years, dividends have been amazing but every once a in while one of the quarterly #’s are rubbish…

Sell(s) THB 4.6 mn

  • Na

mgmttrades

Stocks in the news (age, bbl, bkd, csp, dcon, drt, htech, j, mc, spcg, synex, thai, tmt, top, true, ureka, wiik) 18.01.16

AGE
AGE expects to become a holding company engaged in the property business. It expects a return of at least 15%. It plans to export coal to Vietnam, which will increase revenue by 5-10%. It expects 4Q15 earnings to be good. It plans to implement cost control to increase profit. (Thun Hoon, 18/01/16)
Comment: A holding company engaged in property? Wait a minute, they are a coal company! Well better to switch now before its too late i suppose.

BBL
BBL revises up GDP growth to 3.5-4% from 3-3.5% driven by stimulus measures. It targets loans growth of 3.5%. (Thun Hoon, 18/01/16)
Comment: Don’t banks traditionally grow at 2x GDP?

BKD
BKD got a Bt300mn project, decorating Lotte and Marriot hotels. It plans to take part in Bt2bn bids. It targets 2016 revenue and net profit growth of 20%. (Khao Hoon, 18/01/16)

CSP
CSP targets steel sales of 150,000 tons driven by economic recovery. It expects to show net profit in 1Q16 after focusing on valued added products. (Khao Hoon, 18/01/16)

Continue reading Stocks in the news (age, bbl, bkd, csp, dcon, drt, htech, j, mc, spcg, synex, thai, tmt, top, true, ureka, wiik) 18.01.16

Stocks in the news (aot, arrow, bbl, big, cbg, cpall, ea, gold, ilink, jsp, kcm, kiat, psl, sawad, syntec, tcap, thai, thcom, tog, tmt, true, tse, ttw, wha) 13.08.15

AOT
AOT says there is no impact from the Chinese yuan depreciation. Growth in Chinese tourist was 10-14% for eight months. (Post Today, 13/08/15)
Comment: For once, I concur with this government enterprise.

ARROW
ARROW reported 2Q15 earnings of Bt56mn (+92%YoY). It plans to pay an interim dividend of Bt0.15/share, XD on Aug 21. It targets 2015 revenue growth of 20%. (Khao Hoon, 13/08/15)
Comment: And somehow this little company continues to rack up decent earnings growth inspite of the overall economic situation.

BBL
BBL sees Chinese corporations becoming some of its major Vietnam customers after seeing greater direct investment activities by them. It targets 2015 Vietnam loan growth of 14% after it achieving 7-8% in 1H15. (Thun Hoon, 13/08/15)
Comment: Perhaps more of a regional play at the moment, without a doubt the Chinese are the largest investors in Vietnam

BIG
BIG reported 2Q15 earnings of Bt70.8mn. It expects revenue and net profit to grow steadily. It plans to launch a marketing campaign to boost sales. It is confident 2015 revenue will achieve its target growth of 10%. (Khao Hoon, 13/08/15)
Comment: Well its a camera retail co, just depends upon how large you believe the market is for them

Continue reading Stocks in the news (aot, arrow, bbl, big, cbg, cpall, ea, gold, ilink, jsp, kcm, kiat, psl, sawad, syntec, tcap, thai, thcom, tog, tmt, true, tse, ttw, wha) 13.08.15

Stocks in the news (auct, bjchi, ccp, cig, cwt, eastw, epg, irpc, ldc, qtc, rich, samoc, scc, spali, sricha, susco, tks, tmt, tpoly, true, ttw) 16.07.15

AUCT
AUCT expects 2Q15 earnings of Bt42mn, 12-13% revenue growth and 2.59% dividend yield. (Khao Hoon, 16/07/15)
Comment: Despite it’s great growth, it looks like the retail investors are beginning to realise that the share price has been quite overvalued

BJCHI
Foreign investors are interested in BJCHI shares after it held a roadshow in Hong Kong, Singapore and Japan. It expects 15% revenue growth this year backed by revenue recognition in 2H15 and a higher client base. (Thun Hoon, 16/07/15)

CCP
CCP expects to increase product line at the end of this year. It plans to invest Bt70-80mn. It expects to gain from government investment. (Thun Hoon, 16/07/15)
Comment: Definitely one of the potential winners in the infrastructure spending

CIG
CIG plans to increase exports to 70-80% and expects to show a net profit in 2H15. Its backlog is Bt400mn, expected to be booked this year. It will conduct a roadshow to increase its market. (Thun Hoon, 16/07/15)

Continue reading Stocks in the news (auct, bjchi, ccp, cig, cwt, eastw, epg, irpc, ldc, qtc, rich, samoc, scc, spali, sricha, susco, tks, tmt, tpoly, true, ttw) 16.07.15