BEAUTY BEAUTY expects 2015 revenue and net profit growth of 20% YoY as it will invest Bt150mn in a warehouse and employee development and Bt150-180mn in new branches. (Kao Hoon, 27/11/14) Comment: The only consumer name in Thailand that has had positive SSSG, a growth machine, a cash machine its positively surprised me, shows how […]
Read More →BEAUTY BEAUTY reported 3Q14 net profit of Bt81.3mn, +68.4% YoY. The company is preparing to launch a new marketing campaign in 4Q14 to stimulate sales and is confident that revenue will grow 30% YoY in 2014 with widen net profit margin to at least 20%. (Kao Hoon, 13/11/14) Comment: One of the few companies to […]
Read More →AP AP reports presales of Bt21bn as purchasing power has recovered to support demand for property in downtown and near train mass transit. The company is preparing to launch Banklangmueng in Sukhumvit 77 and Rhythm “The Slow Collection” totaling Bt6.35bn. (Thun Hoon, 06/11/14) BEAUTY BEAUTY says 4Q14 will be good on seasonality. It expects revenue […]
Read More →ADAM SET halts trading ADAM as of afternoon session on 25 September. It has requested additional information about ADAM’s investment in Gee Tha for Bt800mn. Shareholders approved a capital increase and the sale of four subsidiaries. (Kao Hoon, 26/09/14) AGE, BANPU, EARTH India cancels coal blocks — BANPU, EARTH and AGE are optimistic on India’s […]
Read More →BEAUTY BEAUTY expects growth in 2H14 and maintains 2014 revenue growth target of 30% YoY as purchasing power continues to improve. The company expects to add new branches overseas to increase growth. (Kao Hoon, 28/08/14) Comment: BEAUTY is definitely the fastest growing cosmetic retailer in Thailand today CCP CCP expects revenue growth of 10% in 2014, excluding […]
Read More →AAV TAAX plots aggressive expansion – Thai AirAsia X (TAAX) is charting a lofty growth plan that it hopes will put the airline at the forefront of the medium- and long-haul low-cost segment it pioneered in Thailand. Ramping up its passenger volume to 1mn by 2016, expanding the fleet to include a newly unveiled version […]
Read More →These are the latest transactions (Above THB 20mn) for the month of June 2014 Total Buy(s) THB 1 bn Total Sell(s) THB 3.3 bn
Read More →AJD AJD expects set-top box sales of more than 2mn and expects the coupon will be issued in September. It says AJ is a market leader with a gain market share of 50%. It expects revenue to triple from Bt1.65bn in 2013. (Khao Hoon, 24/06/14) Comment: Yes, IF the coupon deal materialises, its still a […]
Read More →Notable Transactions: Buy(s) THB 233mn BANPU – A director buys nearly THB 30 mn, is Banpu going to return to its former glory? BTS – Massive buy by the owner K. Keeree, to the tune of THB 148 mn Sell(s) THB 1.15 bn AIT – The key issue I’ve had with AIT is since its […]
Read More →BEAUTY BEAUTY open to more foreign partners as it hopes this will put it in the lead in the ASEAN hub. The company plans to invest Bt200mn to open 78 new branches to help bump profits up by 20% a year. It said that the political turmoil has not harmed performance – sales in April […]
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