Market Update 01/07
The Trump vs Xi rhetoric has calmed down and therefore its all BUY BUY BUY
Read More →Tag: arrow
Stocks in the news (arrow, chayo, gfpt, gpsc, gulf, jmart, work) 01.07.19
ARROW anticipates FY19 turnaround driven by recognition of Bt1b backlog from electrical conduit orders for infra and bldg. pj and lower SG&A, sees additional pj coming in the pipeline 2H. CHAYO in talk 4-5 financial institution to buy NPLs, t/g additional Bt2b loans in 2H from current Bt41b total loanbook, firms on 25% rev growth […]
Read More →Stocks in the news (arrow, biz, bts, chayo, ddd, gpsc, glow, gunkul, harn, ivl, rs) 12.12.18
ARROW ARROW added electrical conduit production capacity to handle the expected increase in big construction projects. It targets revenue growth of 10% next year and a widening in its net margin to 10%. (Thun Hoon, 12/12/18) BIZ BIZ targets sales growth of 10% next year. It targets sales from BIZGenes, its new business, to reach […]
Read More →Stocks in the news (age, arrow, centel, d, lpn, ptg, rs, sat, top, whaup) 03.07.18
AGE AGE says earnings will be a new high this year, driven by a rise in local and foreign orders, especially from Vietnam and Cambodia. It says 4Q is a high season and targets 2018 revenue growth at 20-25%. (Thun Hoon, 3/7/18) ARROW ARROW expects 10% revenue growth in 2Q18 and expects 2H18 earnings to […]
Read More →Stocks in the news (alt, apcs, arrow, auct, cbg, com7, cpt, global, l&e, mbket, ocean, ptg, ptl, s, spali, tnp) 14.06.18
ALT ALT is cooperating with Itron France SAS and has signed a contract for the development of a power network in Pattaya from PEA worth Bt715mn. (Kao Hoon, 14/6/18) APCS APCS expects to sign new projects worth Bt1bn, raising its backlog to Bt3.5bn. It plans to focus more on the construction of power plants and […]
Read More →Stocks in the news (arrow, beauty, egco, gfpt, gold, harn, human, kce, ktb, ttcl) 15.03.18
ARROW ARROW expects to receive many mega projects and will double production capacity of electricity conduits to support upcoming government projects. It targets 2018 revenue to grow by at least 10-20% to Bt1.6bn and to maintain margin at 25-30%. It currently has backlog of Bt960mn. (Thun Hoon, 15/03/18) Comment: Well we’ve been waiting to see […]
Read More →Stocks in the news (ah, arrow, bcpg, global, itd, prm, richy, tfg, wph) 06.12.17
AH AH believes 2017 earnings will make a new high, as auto production has increased to 2mn. It expects revenue and earnings will continue to grow in tandem with increasing orders from economic recovery. (Khao Hoon, 6/12/17) Comment: Every automotive manufacturer has recovered, one fear we have is that there will be limited additional investments […]
Read More →Stocks in the news (aot, arrow, auct, banpu, css, d, drt, ea, gl, gunkul, hpt, psh, ptt, samart, siri, spcg, super, thai, tpipp, uv, wice) 16.05.17
AOT AOT reported 2QFY17 earnings of Bt6.47bn, up 17%. This brought 1HFY17 earnings to Bt11.49bn with 65.59mn passenger pass-through. (Kao Hoon, 16/05/17) Comment: What tourism slowdown? Only 5% of the Chinese have passports, just imagine if 10% have passports (note for US citizens its about ~35%-40% depending upon which stat you look at) ARROW ARROW […]
Read More →Stocks in the news (anan, arrow, asefa, asian, bay, bem, com7, gel, global, htc, pjw, psh, scn, selic, takuni) 29.03.17
ANAN ANAN plans to launch 17 projects, valued at Bt41.8bn. This will lift its backlog from Bt41.2bn – enough to cover revenue through next year. (Thun Hoon, 29/03/17) Comment: And the story continues the same as it has been for the past few years for ANAN, whilst the smart city story is a nice just […]
Read More →Stocks in the news (arrow, au, cpf, ck, drt, epg, gl, harn, jwd, lalin, nwr, pdg, plat, qlt, richy, siam, spcg, tkt, tpch, trc, vng) 10.03.17
ARROW ARROW is studying setting up a plant in Myanmar. It has budgeted Bt30mn to buy machines and improve its products. It expects 1Q17 performance to be good after substantial sales growth in the first two months of the year. (Thun Hoon, 10/03/17) AU AU approved cash and stock dividend. Its 2016 net profit was […]
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