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 →BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]
Read More →BDMS Expects 12% growth in 2015. It plans to invest Bt6.0bn in order to expand the number of hospital to 50. 1Q15 earnings will grow due to an increase in the number of clients (Khao Hoon, 20/04/2015) Comment: Despite a relatively tepid growth rate, these valuation levels still hold because 1) It’s the biggest and […]
Read More →AUCT AUCT revealed that it is studying the business potential abroad. If it is feasible it will begin the business by early 2016 and expects this could contribute 10% to its revenue. Management expects 1Q15 performance TO be strong with revenue growth of 20-40% YoY in 2015. (Thun Hoon, 07/04/15) Comment: Still my biggest regret […]
Read More →ANAN ANAN expects real estate revenue to reach Bt10.5bn this year backed by large backlog of Bt35bn. It will launch 12 projects worth Bt31.5bn. Its presales were impressive at Bt7.5bn in 1Q15. (Kao Hoon, 27/3/15) Comment: Again the question for ANAN is how much can operating margins improve. Should they match industry average then the […]
Read More →AOT AOT: FY3Q14 earnings (Apr-Jun) will increase by 6% YoY supported by tax benefits and lower interest payments. It also said to watch for plans from the NCPO to stimulate the tourism sector. AOT said flights were full and low-cost airlines are supporting revenue. (Tun Hoon, 16/07/14) Comment: AOT will continue to benefit as it […]
Read More →Notable Transactions Buy(s) THB 153 mn BLAND – K. Anant continues to purchase more shares in his company Ticon – This is a switch of ownership in the warrants between K. Chali’s spouse and himself Sell(s) THB 183mn BGH – A big sale from BGH? Now that’s a rarity. EMC – Well know stock trader/manipulator, […]
Read More →Notable Transactions: Buy(s) BGH – A group of major shareholders/management/directors purchase over THB 45 mn ERW – A family member/director purchases a combination of the stock and the warrant TVD – The CEO purchases THB 16 mn Sell(s) EMC – K. Chanachai, a well known stock punter, offloads shares in his co IHL – A […]
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