Tag: gl

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Stocks in the news (aq, bsm, cbg, cpf, cwt, ea, eason, forth, tp, gl, ilink, kamart, lalin, pace, planb, plat, samco, siam, siri, wha) 19.05.15

AQ AQ reported 1Q15 earnings of Bt37.3mn (+378% YoY) from 1Q14’s Bt7.8mn. Management says performance will turn around this year. It will launch nine projects: single house, townhouse, and condominiums, with total value of over Bt8bn. It expects sales of Bt2.5bn. (Thun Hoon, 19/05/15) Comment: AQ’s stock price has already valued in all of its […]

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Stocks in the news (aot, abc, cho, css, delta, demco, drt, gl, hemraj, jas, ncl, nmg, ple, salee, samco, sawad, scc, super) 30.04.15

AOT AOT revises down investment for Suvarnabhumi Phase 2 by Bt10bn from Bt62bn. The bidding will begin at the end of this year. Revenue is expected to grow 15% this year because of the increase in passengers. The Ministry of Finance is requiring a higher dividend but this does not affect its performance. (Khao Hoon […]

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Motorcycle Sales have recovered, Car sales are still meh

Want to understand why names like GL, TK, and today’s S11 are performing so well? Mortorcycle sales have recovered from their lows last year, see the key points below. The automotive industry club of the Federation of Thai Industries (FTI) on Tuesday reported January car sales dropped by 12.9% year-on-year and 33.3% month-on-month to 59,669 […]

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Stocks in the news (bts, ea, eastw, epg, gl, hft, ichi, jas, lit, mlink, ndr, planb, pps, ptt, pttgc, qh, rcl, sgp, singer, trc, tvd) 17.02.15

BTS BTS too book ~Bt1.5bn revenue from NPARK if NPARK sells the 20 rai of land at Onnut with market value of Bt3.2-4.0bn to an international school. It hopes to book the gain in 2Q15. (Khao Hoon, 17/2/15) EA EA to start commercial operations of its 90MW-solar farm in Lampang today. This new solar farm […]

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Stocks in the news (ajd, asp, brr, cho, ea, earth, gl, jmt, mc, mtls, ppm, rojna, s, spa, tks, twz, xo) 18.11.14

AJD Management said the company can set up co-antenna in condominium to receive digital TV signals and expects this market to have a value of Bt1-1.5bn. The company will ask the NCPO to approve a new round of digital TV coupons. The company stands top in the set-top box market. (Thun Hoon, 18/11/14) Comment: I […]

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Stocks in the news (cimbt, forth, gl, itd, mint, sc, stec, tndt, tsr)

BGH Issuing bonds — BGH will issue unspecified currency convertible bond worth no more than Bt10bn with a tenure of ~5 years. The company will use the cash to fund investments. (SET, 19/06/14) Comment: Why?! They are net cash, why would the company bother to do this, wouldn’t a normal bank loan be cheaper? Nuts […]

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Stocks in the news (cpn, gl, kbank, ptt, sanko, wha) 05.11.13

CPN Central Festival Chiang Mai opening November 14 — CPN will open Central Festival Chiangmai, its 22nd retail outlet, worth more than Bt7bn, on November 14. This will be the north’s largest shopping mall. The company will partner up on promotional campaigns. (Khao Hoon, 05/11/13) Comment: They are just dominating the upcountry area with their […]

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Stocks in the news (becl, bland, GL, msc, noble, PTT, uv) – 17.01.13

BECL Toll raise negotiations taking the first step — Expressway Authority of Thailand (EXAT) is to set up a subcommittee to consider the toll rate hike today before negotiating with BECL. The rate hike will provide additional revenue for maintenance and construction of new expressway projects. (Manager, 17/01/13) BLAND Trading volume surges — BLAND’s trading […]

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Sector Update: 06.08.12 to 10.08.12

World news has thankfully been quiet for the past few weeks b/c of the olympics and European politicians on their summer holidays. Sector wise, financials were hit on the back on short term profit taking while the industrials sector (mainly are export manufacturers) had a stellar week on the back of strong earnings announced during […]

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