AP TRIS has rated AP’s Bt1.5bn debenture at A- reflecting strong business position, many varieties of product line, and backlog which supports revenue in the future. (Khao Hoon, 13/1/14) Comment: Had a good discussion with friends about AP, they seem to be limited on the management side to constantly expand their business and thus the […]
Read More →Notable Transactions Buy(s) THB 509mn BGH – Another THB 506 mn bought by K. Prasert Sell(s) THB 248 mn BEAUTY – Big off the market transaction of THB 213 mn by principals IFEC – The founder, K. Narong, continues to sell his shares
Read More →BEAUTY 2013 revenue growth of 30% plus — BEAUTY is confident that revenues will grow by more than 30% and profits to grow by 20% as the company pushes to open new branches and launch new products and promotional campaigns to boost sales. (Khao Hoon, 13/09/13) Comment: I do wonder if this will be a […]
Read More →BEAUTY Confident in target — BEAUTY is confident revenues will hit target growth of 30% and said that the economic slowdown will have no impact on its business, with sales in the second half expected to continue to grow, supported by the opening of new branches and launch of new products. The company expects to […]
Read More →AMATA AMATA in power JV — AMATA has revealed plans for a joint investment in a small power plant project worth more than Bt500mn with a capacity of 264MW after the board approved the joint venture plan of its two newly set up companies “Amata B. Grimm Power 4 and Amata B. Grimm Power 5”. […]
Read More →BEAUTY Targets 20% YoY growth this year — BEAUTY targets revenues this year to exceed Bt1bn, growing no less than 20% YoY. It plans to invest Bt300mn to expand the number of branches at home and abroad and also open a new brand in 3Q13. (Khao Hoon, 14/03/13) Comment: Saw this company at SET’s Opportunity […]
Read More →BEAUTY – Expects 2013 revenue growth of 20% — BEAUTY expects 2013 revenue to grow 20%YoY with gross margin of 70–71%. The company plans to invest Bt250mn to expand to 180 stores. It also plans to sell franchises in Laos and Vietnam, expecting to conclude this 1Q13. (Khao Hoon, 08/01/2013) Comment: Great margins, this co is […]
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