Tag: asefa

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Stocks in the new (ah, ani, asefa, bki, cpf, cpn, delta, intuch, kbank, ktc, master, mint, mgi, ratch, sabuy) 14.12.23

AH anticipates positive earnings momentum continue next year driven by robust growth from EV parts orders, contribution from subsidiary (Able EV), Changan dealership business. Comment: Still find it ridiculous that Thailand is going down this EV route. I’ll happily bet that Hydrogen>EV in the next decade. ANI: freight forwarder, Asia Network International, major holding by […]

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Stocks in the news (asefa, bvg, ktc, leo, prm, smd, trubb, wiik) 17.02.23

ASEFA announced buyback up to 17m shares account for 3.09% of paid-up under Bt70m budget for 6 months period from March 1 until end of Aug. Comment: That’s odd, not sure why, valuations don’t look unreseaonable. BVG: automates motor claims platform & software solutions, Blueventure Group, debuts IPO 157.5m shares @ Bt 3.85, KGI leads […]

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Stocks in the news (asefa, awc, toa, ktc, floyd, ori) 08.05.20

ASEFA: announcement of share buyback up to 35m shares or 6.36% of paid-up under Bt 120m budget from May 21 until November 20,20. Comment: Another sharebuyback!  AWC, TOA, KTC may be added in to MSCI Standard Index upcoming announcement on May 12, tabloid. FLOYD: signed 2 construction contracts for HMPRO & BJC total Bt 163.17m. […]

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Stocks in the news (ap, asefa, atp30, chewa, epg, gulf, hmpro, ktc, rjh, thg, wiik) 17.12.18

AP AP reported 11M18 presales of Bt41.5bn, exceeding its full-year target of Bt39.8bn. Revenue from its JV was Bt27.1bn, a record high. (Kao Hoon, 17/12/18) Comment: So even despite great earnings and pre-sales numbers this stock has also plummeted ASEFA ASEFA expects many projects to come up for bidding next year, especially big infrastructure and […]

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Stocks in the news (asefa, asimar, chewa, ekh, epco, epg, human, kcm, ori, psl, spvi, tplas) 05.09.18

ASEFA ASEFA expects 2H18 results to be better HoH supported by high season, but it admits that 2018 earnings growth will come in below target of 15%. Current backlog is Bt2.06bn and 60% of backlog is expected to be booked as revenue this year. It plans to bid for projects with total value of Bt3bn. […]

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Stocks in the news (asefa, com7, delta, forth, harn, irpc, mvp, snc, tmb) 08.08.18

ASEFA ASEFA expected 2H18 results to be good supported by high season. It targets 2018 revenue growth of 10-15%. It is working with a partner to set up a subsidiary “Smart Grid International” to increase revenue. It continues to reduce energy cost. (Thun Hoon, 8/8/18) COM7 The Taiwan manufacturer of iPhone chips A11&A12 was hit […]

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Stocks in the news (age, asefa, ete, mc, planet, rs, seafco, siri, sq) 12.10.17

AGE AGE set up subsidiary “AGE Marine Logistics” for its water transport logistics business. It currently has eight ships and targets revenue proportion from this business of 2% in the first year. It plans to order four more vessels, bringing its total to ten in 2018. It says that revenue from this business is sustainable […]

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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 […]

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Stocks in the news (a, acap, anan, asefa, bcpg, br, fpi, global, grand, ivl, jas, lalin, lhk, mtls, pf, prin, sawad, sprc, spvi, stec, tse, tvo) 22.02.17

A A expects 1Q17 sales to reach Bt2bn, with total sales of Bt9bn in 2017, bringing revenue of at least Bt6bn. It plans to launch eight new projects with a total value of Bt7.4bn. It has budgeted Bt1bn to buy land to develop new projects. (Thun Hoon, 22/02/17) Comment: The company seems to be continually […]

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Stocks in the news (asefa, ba, bcp, csl, css, ee, gpsc, gunkul, mk, pdi, qlt, scc, sena, tks, tnpc, tpoly, utp, vng, winner, work) 02.02.17

ASEFA ASEFA targets 2017 revenue growth of 10-15% and plans to bid for government and private jobs. It has backlog on hand of more than Bt1.8bn, of which it will book 70% this year. It has a budget of Bt10mn to open 10 new branches. (Thun Hoon, 02/02/17) Comment: Well if thats the case then […]

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