Market Update 01/07
The Trump vs Xi rhetoric has calmed down and therefore its all BUY BUY BUY
Read More →Tag: chayo
Stocks in the news (arrow, chayo, gfpt, gpsc, gulf, jmart, work) 01.07.19
ARROW anticipates FY19 turnaround driven by recognition of Bt1b backlog from electrical conduit orders for infra and bldg. pj and lower SG&A, sees additional pj coming in the pipeline 2H. CHAYO in talk 4-5 financial institution to buy NPLs, t/g additional Bt2b loans in 2H from current Bt41b total loanbook, firms on 25% rev growth […]
Read More →Stocks in the news (bm, chayo, dtac, emc, irpc, meta, planb, scn, tse) 29.01.19
BM BM signed an MOU with two Myanmar companies and set capex of Bt200bn to set up a processed metal products factory in Yangon. It targets revenue of Bt100mn in Myanmar in the first year. It expects revenue to be a record high with 20% growth this year. (Kao Hoon, 29/1/19) Comment: I’m still of […]
Read More →Market Update 21/01
And so banks have started to release earnings with BBL looking like the safest one of the lot, perhaps being a stodgy old banker made more sense as opposed to what SCB et al were trying to accomplish. More numbers are coming out during the week…I can’t help but wonder why JMT and CHAYO (debt […]
Read More →Stocks in the news (aot, auct, bem, chayo, cho, gulf, icn, pstc, siri, wha) 21.12.18
AOT AOT waiting for decision by ACC committee about suitability and size of Terminal 2. It will then submit a report to the board in January. The board has already approved the project. Share price rose yesterday, in the opposite direction of the SET. (Kao Hoon, 21/12/18) Comment: Well lets just hope it won’t take […]
Read More →Stocks in the news (arrow, biz, bts, chayo, ddd, gpsc, glow, gunkul, harn, ivl, rs) 12.12.18
ARROW ARROW added electrical conduit production capacity to handle the expected increase in big construction projects. It targets revenue growth of 10% next year and a widening in its net margin to 10%. (Thun Hoon, 12/12/18) BIZ BIZ targets sales growth of 10% next year. It targets sales from BIZGenes, its new business, to reach […]
Read More →Stocks in the news (anan, atp30, banpu, chayo, chg, fpi, tse, hmpro, human, lpn, vgi) 08.10.18
ANAN ANAN says the new BoT mortgage loan rules does not impact its business because its condos are priced below Bt10mn and it targets mid-income customers who are able to pay a high down payment. It also says all hybrid bonds are sold and met target proceeds of Bt2bn. (Thun Hoon, 8/10/18) Comment: The one […]
Read More →Stocks in the news (chayo, maco, mvp, rs, sky, sta, thg, tmi, tplas) 03.09.18
CHAYO CHAYO has set up a subsidiary to provide loans to borrowers in EEC in 4Q18. It will benefit from entering the Pico finance business after the Finance Ministry gave its approval. It expects 2H18 revenue to grow after acquiring debt from banks. It expects its debt portfolio to reach Bt39bn and targets 2018 revenue […]
Read More →Stocks in the news (bcp, bgrim, bkd, chayo, cpf, cpn, crd, planb, utp) 16.07.18
BCP BCP to divest its indirect investment in Galoc oil field in the Philippines for Bt660mn and continue to expand its E&P investment in Norway with the expectation of concluding the deal by 4Q18. (Kao Hoon, 16/7/18) BGRIM BGRIM expects to start commercial operation of an additional 180 MW in 2H18. The company is working […]
Read More →Stocks in the news (aeonts, bkd, chayo, dimet, fpi, kool, samart, spali, sta, teamg, tisco, tvo) 12.07.18
AEONTS AEONTS reported 1QFY18 net profit of Bt928mn, increasing 50% YoY. (Kao Hoon, 12/7/18) Comment: This has beaten everyone’s expectations. BKD BKD reports a record high of backlog of Bt2bn, with Bt1.4bn to be booked this year. It plans to bid for projects both inside and outside Thailand. (Kao Hoon, 12/7/18) CHAYO CHAYO announced the […]
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