Tag: centel

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Stocks in the news (aot, bec, centel, ci, dtc, epg, gc, jas, mlink, pca, samart, ttcl, tru, twz) 26.03.15

AOT APPS moving forward – AOT’s board has approved the hiring of 2S Consortium to operate the Advance Passenger Processing System (APPS), an online passenger-information exchange system, to improve customs and immigration services and shorten entry time at airports. The consortium consists of Somapa Information Technology and Samart Comtech. AOT will charge Bt35/passenger and expects […]

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Stocks in the news (bay, bts, aeonts, centel, ck, ckp, demco, hemraj, jmart, kbank, cpall, mbk, nusa, ps, siri, trt) 03.02.15

BAY Bank of Ayudhya launches new corporate credit, aiming at three key businesses, i.e. car dealers, tire dealers and electrical appliance dealers. The key selling point is to waive collateral and give a high credit line to accommodate the value chain of the businesses. (Thun Hoon, 03/02/15) BTS/AEONTS BTS joins with AEONTS to launch joint […]

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Stocks in the news (ap, centel, ck, ckp, demco, epco, epg, fire, ilink, mpic, mtls, pace, ptt, salee, scc, spcg, thai, tmc, tpch, trt, vng) 02.02.15

AP AP is confident to achieve revenue of Bt22bn for 2014 vs. Bt17.13bn in 9M14, as a result of a recovering economy and rising consumer purchasing power, particularly landed properties. (Kao Hoon, 2/02/15) Comment: The revenue growth is misleading because they have multiple JV projects, thus not all the recognised revenue %’s go straight to […]

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Management Trades – Dec ’14

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, […]

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Comment: Are the tourists coming back?

AOT released their latest passenger figures, go the link below, and every analyst today was going on about how travelers are back with numbers +11% for October 2014. Do take things with a grain of salt and realise that if you take the full year figures, passenger arrivals are up only +0.14%. But what does […]

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MSCI Rebalancing completed!

As posted earlier this month, there MSCI rebalancing was effective as of today’s closing, a gentle reminder on what the changes were MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF […]

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MSCI Rebalancing, effective as of close Nov 25

MSCI GLOBAL STANDARD INDEXES – The following are changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of Nov 25, 2014. ADDITIONS: DELTA, EA, TUF DELETIONS: None MSCI GLOBAL SMALL CAP INDEXES The following are changes in constituents for the MSCI Global Small Cap Indexes which will […]

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Stocks in the news (aot, ba, banpu, bts, siri, centel, ck, fpi, gold, mint, nch, pf, samart, scg, tse) 16.10.14

AOT Board to discuss 2nd phase investment of Suvarnabhumi airport today after Minister of Transport Prajin approved a multi-function terminal at a cost of Bt70bn instead of east building expansion. (Kao Hoon, 16/10/14) BA Investors interested in IPO — Its solid fundamentals have created interest in investors in subscribing to the IPO shares of Bangkok […]

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Stocks in the news (ajp, apure, bec, bland, centel, jubile, ldc, pf, salee, smm, uac) 04.09.14

AJP AJP partnering with “MIC Broadcast” to develop 8 satellite channels. AJP said that five of the channels are expected to go on air this year. This will help raise revenue and margins. Revenue is expected to start flowing in 4Q14. It said it is looking for more partnerships. (Kao Hoon, 04/11/14) APURE APURE gets […]

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How’s Samui doing?

Having just spent the long weekend in Samui a few things crossed my mind (other than just the sand & the beach), the island was buzzing and yet still peaceful, were hotels still performing alright? Are there plenty of travelers? How many more hotels are building here? And..whats the best direct play on this place? […]

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