A few things worth noting here RS, AUCT, BA and MCS are continuously purchasing shares at certain levels MALEE – first time in …. 3 years that there has been some movement in shares Buy(s) – THB 3.4 bn Sell(s) – THB 7.8 bn
Read More →Notables Transactions Buy(s) THB 108 mn SCC – Quite the story last week with SCB having to sell of their stake in SCC to cover the losses from SSI, no surprise that K. Yos took advantage of the volatility AUCT – And he’s still at it, he is adamant that AUCT will dominate the world […]
Read More →AGE AGE signals a turnaround in coal business, aiming to broaden customer base domestically and internationally. The company expects 3Q15 earnings to be better than Bt34mn made in 1H15, with full-year targeted at Bt100mn backed by better cost control. (Thun Hoon, 25/09/15) Comment: In theory they should only be making a margin on the logistics […]
Read More →Notable Transactions Buy(s) THB 122 mn AUCT – The owner buys a whopping THB 60 mn, now we’ve been contemplating if we should chase this, but with a THB 7 bn mkt cap, earnings ~thb 200 mn, even if they do double profits in the next 2 years (thb 400mn) then it is still trading […]
Read More →ANAN ANAN plans to launch Bt9.8bn in new projects which will lift backlog from Bt34.3bn. 4Q15 earnings is expected to be the best this year. It expects 2015 revenue of Bt10-11bn. (Thun Hoon, 07/09/15) Comment: THB 34 bn of backlog as of end of ’15 seems like they are slightly lagging their plans AUCT AUCT […]
Read More →AP AP expects Thailand economy to be impacted by China and US troubles but it believes public investment will keep the economy on track after cabinet reshuffle. AP has achieved presales of Bt19.88bn over the first seven months with Bt13.54bn backlog. It plans to launch Baan Klang Muang Rama 2 with selling price Bt7-9mn. (ASTV, […]
Read More →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 […]
Read More →AMATA AMATA holds roadshow for AMATA Summit Growth REIT. It says local and foreign investors are interested in AMATA Summit Growth REIT due to its high dividend yield of 8.7%. It is expected to trade in June. (Thun Hoon, 03/06/15) Comment: And thus AMATA should be able to book a decent profit in 2Q15 AUCT AUCT opens […]
Read More →ARROW Says revenue will grow 20% on booking revenue of Bt168mn. It is waiting for bids to open for new project valued at Bt160mn. 2Q15 income is estimated to rise 20%YoY while 1Q15 earnings surged 72% to Bt61mn. Domestic and international funds are interested in ARROW stock. (Thun Hoon, 12/05/15) Comment: Their 1Q15 earnings were amazing, […]
Read More →AUCT AUCT revealed that it is studying the business potential abroad. If it is feasible it will begin the business by early 2016 and expects this could contribute 10% to its revenue. Management expects 1Q15 performance TO be strong with revenue growth of 20-40% YoY in 2015. (Thun Hoon, 07/04/15) Comment: Still my biggest regret […]
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