AKR AKR expects to get a 20MW solar farm from a cooperative which is expected to be concluded in August. It plans to invest in a power plant on 94 rai in Lopburi. It expects to show net profit in 2Q15, benefitting from booking revenue from its backlog. 2H15 performance is expected to be good […]
Read More →BEAUTY BEAUTY expects 2015 revenue to grow 20% backed by SSS growth, new outlets, and new products. 2Q15 revenue is expected to achieve target. (Khao Hoon, 17/07/15) Comment: Given that they say Chinese travelers are one of their biggest customer segments, with the continued increase in Chinese tourists to Thailand, would this continue to have […]
Read More →AQ AQ says AQ Aria Asoke, valued at 1.6bn, sold out within 1 week after launch. It plans to launch new projects focused on single detached houses and townhomes. (Khao Hoon, 08/07/15) Comment: Location is still the most important part of property regardless of the brand name, AQ has done a decent job getting its […]
Read More →ADVANC ADVANC says 2Q15 profit is expected to grow to Bt9.1bn (+7%), with 1H15 growth of 6% to Bt19bn. It expects to pay interim dividend of Bt6.54/share, higher than last year’s Bt6.04/ share. (Khao Hoon, 25/06/15) Comment: Analysts have now begun downgrading ADVANC’s potential profit growth for this year and next, but its still a […]
Read More →BEAUTY BEAUTY targets to maintain gross margin of 69%. It plans to introduce a new product in 3Q15. 2H15 is expected to be good thanks to seasonality. The plan to set up a distributor in Indonesia is expected to be finalized in 3Q15. It expects Bt1.7bn revenue from abroad this year. (Thun Hoon, 23/06/15) Comment: […]
Read More →ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]
Read More →BEAUTY BEAUTY to trade at new par of Bt0.1 on May 14 (split par from Bt1). 1Q15 earnings outperformed due to growth in tourists that led to rising sales at both the existing and new branches. (Thun Hoon, 14/05/15) Comment: Everyone loves a good stock split, but Beauty has one of the most demanding valuations […]
Read More →As an fyi, just off the presses this early AM, these changes will be effective as of 29 May ’15 MSCI GLOBAL STANDARD INDEXES – None for Thailand MSCI GLOBAL SMALL CAP INDEXES – ADDITIONS: BA, BEAUTY, CBG, EPG, IMPACT, IFEC, MTLS, PLANB, PTG, SIM, SCN, TSE, UNIQ, WORK – DELETIONS: JMART, TPIPL
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 →Notable Transactions Buy(s) THB 1.2 bn Only CCN has caught my eye here Sell(s) THB 3.2bn Interesting to see both MAJOR and PSL large shareholders sell large stakes Note: We are only displaying trades above THB 10 mn
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