BBL | ThaiCapitalist

Aug16 0

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 […]

Jun23 0

BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]

Jun20 0

ACD ACD plans to acquire three hotels in Phuket worth Bt10bn, expecting to finalize the deals within this year. It also plans to acquire businesses in Laos and Cambodia. It expects to achieve revenue above Bt1bn this year. (Thun Hoon, 19/6/15) BBL BBL sold 484mn shares of IRPC at Bt4.06/share to foreign funds. (Khao Hoon, […]

Jun16 6

AP AP expects to achieve 1H15 sales target of Bt14.2bn. It plans to launch six new projects and fifteen old projects near BTS. It will hold an event, “AP Space Connect”, to raise sales from Bt7.81bn. (Khao Hoon, 16/06/15) Comment: It’s partnership with the Japanese are bearing fruit in terms of sales and an improvement […]

Jun04 0

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 […]

Feb20 4

BBL BBL is planning to expand its custodian business into CLMV countries. BBL is the first bank to be awarded a custodian license in Laos, paving the way for foreign investors to invest in Laos’ capital market with interest in 3-4 foreign funds licenses. Vietnam is BBL’s next target. (Krungthep Thurakij, 20/02/15) Comment: After talking […]

Feb16 0

ADVANC Joining with THCOM to provide service to drilling rigs — ADVANC is joining with THCOM to be the first operator to expand a mobile network to drilling rigs in the Gulf of Thailand, using satellite technology. (Khao Hoon, 16/2/15) AP AP condo wins case. AP set to continue construction and sales activities for its […]

Jan24 2

Banks are always the first to announce their financial performances and here are some quick thoughts: Just look @ BAY’s performance, followed by its corresponding stock price performance, it has just been amazing. The larger banks in general are still continuing to grow, NPL management has been proactive, especially at KBANK. The smaller institutions […]

Jan05 9

Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]

Dec08 6

AIT 10% growth next year – The company expects 2015 revenue to reach Bt6.2bn and will grow 10% next year. (Kao Hoon, 8/12/14) Comment: This company just continues to grow and grow each and every year. BBL BBL sees greater prospects offshore – Although Thailand’s largest bank, Bangkok Bank (BBL), already has the greatest footprint […]

ThaiCapitalist

Insights into the SET Index & Thai Stocks

Tag: BBL

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 (banpu, bbl, bh, centel, dtac, emc, jubile, perm, phol, ps, super, tse, ureka, vng) 22.06.15

Stocks in the news (acd, bbl, cho, dna, tcc, fvc, itd, kbank, lhbank, ori, pps, ptt, samtel, tvd) 19.06.15

Stocks in the news (ap, bbl, city, ccp, cei, cwt, delta, dtac, eforl, fvc, ktc, mill, mono, scn, siri, tpgro, tmi, vte, world) 16.06.16

Stocks in the news (amata, auct, bbl, cnt, cho, cwt, eforl, major, mono, ivl, pca, rs, s, seafco, smpc, super, vgi) 03.06.15

Stocks in the news (bbl, bmcl, bkd, bwg, cen, cpall, ctw, dcon, egco, ihl, ktis, mcot, scc, siri, tpch, tog) 20.02.15

Stocks in the news (advanc, ap, aot, apcs, bbl, brock, btc, cpall, cfresh, eforl, fsmart, grammy, intuch, jasif, mtls, s11, scc, sf, smpc, tcmc, tse, uniq, vpo) 16.02.15

Some Banks are minting it, others are meh

Management Trades – Dec ’14

Stocks in the news (ait, bbl, bjc, dcon, fire, it, jubile, ktb, lc, lh, sena, thai) 08.12.14