Tag Archives: twpc

Stocks in the news (anan, ba, ckp, egco, gtb, inet, itel, jas, lalin, lpn, major, nwr, singer, tfd, twpc) 27.09.16

ANAN
ANAN expects to launch five projects with a total value of Bt13bn in 4Q16 which it believes will lift 2016 presales to reach its target of Bt22bn. Presales are now at Bt14.3bn and backlog at Bt38.5bn. It will book revenue of Bt12bn in 2H16. (Kao Hoon, 27/09/16)
Comment: Same story as yesterday and as it has been for past the 12 months 
 
BA
BA expects 2Q16 earnings to be good, supported by high season. It says prebooking will be over 13% and expects 2016 net profit to be a new high. It targets 2016 revenue growth of no less than 10% and passenger load to reach 70%. ( Thun Hoon, 27/09/16)
CKP
CKP share price surged due to expectation of a 2H16 profit of over Bt300mn or growth of 53% YoY, driven by more capacity from Nam Ngum 2. (Kao Hoon, 27/09/16)
Comment: I’m only thinking when will they sell things off to a fund of sorts, otherwise the valuation is a bit rich for my liking.
 
EGCO
EGCO is working with a partern to take over geothermal power plants in Indonesia and the Philippines. It expects to wind up the deal in November. It expects 3Q16 earnings growth as it books revenue from Khanom power plant 4. ( Thun Hoon, 27/09/16)
GTB
GTB targets 2016 revenue growth of 8%. It has backlog of Bt700mn and expects to book revenue of Bt500mn in 2H16. It expects to get a new job worth of Bt80mn soon. It targets an increase in revenue from abroad to 20% within three years. (Kao Hoon, 27/09/16)

Continue reading Stocks in the news (anan, ba, ckp, egco, gtb, inet, itel, jas, lalin, lpn, major, nwr, singer, tfd, twpc) 27.09.16

Stocks in the news (age, anan, banpu, bm, chow, com7, gl, ihl, ktis, pdg, sst, tfg, tm, trc, twpc, twz) 08.09.16

AGE
AGE has orders of more than 300K tons from China. It expects export portion to rise to over 20%. It plans to increase coal sales to 200K tons, with service revenue rising to Bt300mn. (Thun Hoon, 08/09/16)
ANAN
ANAN expects 2H16 earnings to be better than first half supported by backlog of Bt38.5bn, of which more than Bt8.39bn will be booked in 2H16. It plans to open eight new projects with a total value of Bt19bn. It reports presales of Bt10.3bn in the first eight months of the year. (Kao Hoon, 08/09/16)
Comment: Next year is supposedly their “harvest” year as they call it.
 
BANPU
BANPU got funds of Bt5bn from the conversion of 993mn units of BANPU-W3. It will set the rights ratio and offer price for the BPP IPO on Sep 26. (Kao Hoon, 08/09/16)
BM
BM cuts 2016 target revenue growth to 10% from 20% in response to the economic slowdown. It is talking with a party in Myanmar to set up a factory. (Kao Hoon, 08/09/16)
CHOW
CHOW expects to start commercial operations of a 5MW power plant in Japan, which will push 2016 capacity up to reach 28.5MW. It plans to invest in a solar farm in the Philippines. It expects a profit in 2016 thanks to growth in steel sales. It is confident that revenue will reach its target of Bt4bn and targets a doubling in steel sales to 140k tons. (Thun Hoon, 08/09/16)
COM7
COM7 expects 2H16 earnings to grow. It expects 4Q16 sales to be good due to high season and the launch of iPhone 7. It expects 2016 sales to be over Bt17bn. (Kao Hoon, 08/09/16)
Comment: Well it had the little pop and now along with the rest of the market it’s falling.
 
GL
Group Lease strengthens ties with Sri Lankan financial group – SET-listed microfinance company Group Lease (GL) plans to collaborate further with Commercial Credit & Finance, a Sri Lankan financial group, to strengthen its microfinance businesses in Indonesia and Cambodia after GL acquired a microfinance company in Myanmar from a Commercial Credit shareholder. (The Nation, 08/09/16)
Comment: So they have Thailand, Indonesia, Laos, Cambodia, and Myanmar. 

Continue reading Stocks in the news (age, anan, banpu, bm, chow, com7, gl, ihl, ktis, pdg, sst, tfg, tm, trc, twpc, twz) 08.09.16

Stocks in the news (advanc, ba, bafs, btw, ccn, csl, fpi, gunkul, ihl, kbank, kbs, kool, mk, pcsgh, planb, ptt, synex, thcom, true, twpc, upa) 19.08.16

ADVANC
ADVANC plans to increase 2016 revenue target to accommodate greater revenue from services and a campaign to stimulate sales. It expects the 900MHz license to cut EBITDA margin in 2H16 to an average of 38-39% in the year. It expects maintain its 100% dividend payout. (Thun Hoon, 19/08/16)
Comment: While the dividend payout ratio remains, it will probably followed the trend of DTAC’s i.e. declining
 
BA
BA is preparing a roadshow in Hong Kong for November. It targets an annual average revenue growth of 10-15%. It has budgeted Bt12bn to expand its airport and buy more airplanes. It expects passenger growth of 20% to more than 1.2mn passengers supported by high season. (Thun Hoon, 19/08/16)
BAFS
BAFS expects 2H16 to grow on high season. It expects aviation fuel services to increase 8% and expects revenue to grow more than 9% to a new high compared to last year. (Thun Hoon, 19/08/16)
Comment: A great “little” monopoly
 
BTW
BTW will pay an interim dividend of Bt0.27/share or return of 6.46%, payment on Sep 9. It expects 2H16 to be good supported by bids for new jobs. (Thun Hoon, 19/08/16)
CCN
CCN plans to bid for jobs of more than Bt200mn. It expects 2016 revenue growth of 20%. It plans to expand to the energy business, closing a deal by the end of 2016. It reported 2Q16 profit growth of 1,009% due to cost management and expects continued growth in 3Q16. (Thun Hoon, 19/08/16)

Continue reading Stocks in the news (advanc, ba, bafs, btw, ccn, csl, fpi, gunkul, ihl, kbank, kbs, kool, mk, pcsgh, planb, ptt, synex, thcom, true, twpc, upa) 19.08.16

Stocks in the news (advanc, asefa, bigc, bjchi, bsm, ck, ea, pf, npp, sci, tluxe, tmi, tpoly, true, tsr, twpc) 18.05.16

ADVANC
ADVANC is now left as the only applicant in the running to take part in the upcoming reauctioning of a 900MHz licence. (The Nation, 18/05/16)
Comment: It should be an uneventful auction…
 
ASEFA
ASEFA expects 2016 revenue to grow 15-20% on the back of Bt1.7bn backlog. It expects this to cover revenue till next year. It plans to take part in bids. (Khao Hoon, 18/05/16)
BIGC
BIGC plans big expansion – THE NEW board of directors of Big C Supercenter, controlled by Berli Jucker Group, has approved the plan to allocate Bt5bn-Bt6bn for store expansion in Thailand this year, focusing on “blue ocean” locations, including subordinate and border provinces, and major districts. (The Nation, 18/05/16)
Comment: Thats rather interesting given that the previous management didn’t see any more growth potential in the country..
 
BJCHI
BJCHI announced 1Q16 earnings of Bt338.7mn (+110%) with Bt2.1bn in revenue, up 40%. It is waiting for bidding results. It expects 2016 revenue to grow not less than 15% as its work on hand is Bt1.7bn. (Thun Hoon, 18/05/16)
BSM
BSM expects 2Q16 earnings to recover backed by orders at home and Bt10mn orders from India. It expects 2016 revenue to hit Bt700mn. It expects margin to reach 30%. It expects 2H16 earnings to be better than 1H16. (Thun Hoon, 18/05/16)

Continue reading Stocks in the news (advanc, asefa, bigc, bjchi, bsm, ck, ea, pf, npp, sci, tluxe, tmi, tpoly, true, tsr, twpc) 18.05.16

Stocks in the news (acap, bafs, cfresh, chow, epg, irpc, jubile, kbank, loxley, lph, sam, tfg, tsr, twpc, uac, xo) 21.03.16

ACAP
ACAP expects 1Q16 net profit to back to black and stay there for the remainder of this year. It expects to wipe out retained losses this year. It expects to make a decision on the credit card business with foreign partners by mid-2016. (Khao Hoon, 21/03/16)
Comment: Given that the credit card business is already well and truly saturated in Bangkok, I don’t see how ACAP can make a dent in it.

BAFS
BAFS is budgeting Bt8bn to invest in an oil pipeline in the north, expects this to handle 14,000mn liters oil by 2019. It expects 2016 revenue to grow not less than 11%. It targets fuel demand for aviation to grow 6-7%. It is considering investing in the resort business. (Thun Hoon, 21/03/16)
Comment: BAFS aim here is to effectively act as the owner and collect a fee from the amount of oil transported through the pipeline, an oil highway if you will.

CFRESH
CFRESH expects 2016 revenue to grow 10-15% brought by orders from the US and Japan. It expects gross margin to improve from last year to 13-14% after its customers in Europe increased orders. Its subsidiary abroad is having lower net losses after a business restructuring. (Thun Hoon, 21/03/16)

CHOW
CHOW expects the steel industry to recover because it got Bt1.6bn in orders. It expects to benefit from a 30% increase in steel price. It expects 80MW power business to contribute revenue of Bt1.2bn. (Thun Hoon, 21/03/16)
Comment: They’ve been incredibly active on the power front trying to buy plants and investing in Japan

Continue reading Stocks in the news (acap, bafs, cfresh, chow, epg, irpc, jubile, kbank, loxley, lph, sam, tfg, tsr, twpc, uac, xo) 21.03.16

Stocks in the news (anan, bcp, ci, cpf, delta, eastw, ecf, epg, hft, k, mtls, pttgc, siam, stpi, tfg, tsth, twpc, wice, wiik) 02.02.16

ANAN
ANAN expects Bt1.8bn cash from transfer of Ideo Mobi Wongsawang Interchange in 3Q16. It expects this to lift 2016 revenue to its target of Bt15bn. (Thun Hoon, 02/02/16)
Comment: Well that’s only a 50% increase in revenue this year..

BCP
BCP has budgeted Bt2.92bn to acquire a 198MW Japan solar power plant. It expects to list its subsidiary by 2016 after its capacity has achieved 410MW. (Thun Hoon, 02/02/16)
Comment: It’s interesting to see that they are acquiring SunEdison Japan…hopefully it won’t be a mess like its recent oil acquisition (pre price drop..)

CI
CI plans to set up a Bt1.4bn REIT. It targets 2016 revenue to grow 15% from last year. (Thun Hoon, 02/02/16)
Comment: Hence why they’ve been engaging in share buybacks

CPF
CPF expects 4Q15 net profit of Bt1.66bn (+106%) aided by Bt1.06bn extra gain from selling CPALL shares, bringing 2015 earnings to Bt11.17bn (5% growth). It expects to pay a dividend of Bt0.45/share. (Khao Hoon, 02/02/16)
Comment: Ohhhh again trading CPALL’s shares has given them a profit!

Continue reading Stocks in the news (anan, bcp, ci, cpf, delta, eastw, ecf, epg, hft, k, mtls, pttgc, siam, stpi, tfg, tsth, twpc, wice, wiik) 02.02.16

Stocks in the news (bcp, dtac, ecl, gfpt, ktis, mfec, oto, sappe, seafco, siam, spali, ssi, tmb, twpc) 06.10.15

BCP
BCP expects earnings to be better than peers after it sold a futures contract for high quality fuel oil in 2Q15. This minimizes the impact from weakening refinery margin. It expects its solar farm to contribute Bt700mn net profit/quarter. (Thun Hoon, 06/10/15)
Comment: The combination of a high margins and the expansion into renewables have resulted in this stock price not dropping along with other companies in the energy sector
DTAC
DTAC plans to offer Payment Gateway service. It expects 2015 revenue of Bt3.5bn (+25%YoY). It plans to improve services to make them easier to use. It targets 30% revenue growth in 2016. It plans to introduce E-Wallet in November. (Khao Hoon, 06/10/15)
ECL
ECL plans to do a M&A. It plans to expand its logistics business, as well as car and truck rentals. It expects to do a JV with PFS (stake not less than 25%), hoping this will make it a leader in the leasing business. It expects 3Q15 earnings to be good backed by a JV. 2015 revenue is expected to grow 30%. (Thun Hoon, 06/10/15)
GFPT
GFPT expects 3Q15 earnings to recover backed by seasonality and increasing chicken price because of lower supply from the bird flu in US and Europe. It expects chicken price of Bt39-40/kg. (Thun Hoon, 06/10/15)
Comment: Still the best chicken company around

Continue reading Stocks in the news (bcp, dtac, ecl, gfpt, ktis, mfec, oto, sappe, seafco, siam, spali, ssi, tmb, twpc) 06.10.15