BTS ridership still going going going
Even though on a YoY basis its down -0.3% (March ’13 had a massive spike), the trend is undeniable, and within the next year they’ll continue to extend the line further. Source: BTS
Read More →Tag: bts
Tourism numbers down down, but BTS ridership is up!
International Tourist arrivals came out down 8% YoY for Feb and thats grabbed all the headlines, but tourism related stocks (hotels, airlines) have been doing very well in the past 1-2 months b/c all the news re the protests have already been priced in since the first week of the year. The question we’ve been asked […]
Read More →Stocks in the news (bts, Lpn, ptt, rml, ticon, tcap, tta) 07.03.14
BTS BTS passes first step to become co-ticket system developer worth Bt430mn.The Office of Transportation and Traffic Policy and Planning will ask candidates to offer technical plan and pricing in late April. It is expected to announce the winner in May.(Khao Hoon, 07/03/14) Comment: There is no reason why BTS shouldn’t win this LPN LPN […]
Read More →Stocks in the news (bcp, bts, ck, cpf, csl, loxley, ptt, qh, samart, thai, thcom, thbev, wha) 27.02.14
BCP BCP aims at EBITDA of Bt25bn in 2020, brought by a focus on projects with 15% IRR. It expects 2014 EBITDA of over Bt10bn, supported by solar farms. (Khao Hoon, 27/2/14) Bangchak to issue up to Bt8bn in bonds — BCP will issue Bt50-8bn worth of debentures in the second quarter of the year […]
Read More →Stocks in the news (BJCHI, BLA, BTS, CPN, EA, JMT, NOK, TTA, UAC) 26.02.14
BJCHI DPS Bt2.40; XD May 5, on net profit of Bt1.21bn, a 52.16% increase YoY. It expects no less than 15% revenue growth this year, booking Bt1.7bn from its current backlog of Bt2.3bn. It will soon bid for projects in Australia and South America and get results on its Brazil bid. (Khao Hoon, 26/02/14) Comment: […]
Read More →Stocks in the news (AOT, BAY, BLAND, BECL, PYLON, THCOM) 11.02.14
AOT MD says political situation hurting passenger traffic — In January, passengers in its six airports increased 7.35% YoY, failing to meet expectations. It continues to expect passenger growth of 10% YoY in 2014, supported by provincial airports. It will open bidding for phase 2 of Suvarnabhumi airport construction in April. (Khao Hoon, 11/02/14) Comment: […]
Read More →Stocks in the news (BBL, BMCL, BTS, KTB, PRIN, PSL) 10.02.14
BBL Management aims at 2014 loan growth of 5-7% after 9.2% in 2013. It expects all loans to continue to grow. It aims at SME loan growth at 6-8% to take 28% of total loans. (Khao Hoon, 10/2/14) BMCL Targets 20% passenger growth in 2014 — The managing director of BMCL set passenger growth for […]
Read More →Stocks in the news (aot, bts, chow, drt, nyt, rs, sithai) 21.01.14
AOT To set up infrastructure fund — AOT will set up an infrastructure fund worth Bt60bn to build a new passenger terminal for Suvanabhumi Phase 2 and renovate and improve Don Muang and Phuket airports to prepare for an increase in the number of tourists. (Khao Hoon, 21/01/14) Comment: We heard about this idea over the weekend, […]
Read More →Dec ’13 Management Trades
As usual for the monthly management trades, we’ll only show the transactions above THB 20 mn
Read More →Stocks in the news (banpu, bec, bts, erw, itd, ivl, ocean, pttgc, rs) 25.12.13
BANPU Writing off treasury stock — BANPU announced it will decrease registered capital by writing off the repurchased registry shares worth Bt135.6mn. The decrease will boost EPS and DPS by 5%. (Khao Hoon, 25/12/13) Comment: Well that’s an easy way to boost EPS BEC BEC concerned and political situation — It will boost ad rates […]
Read More →