Tag: homepro

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HomePro still growing & a REIT in the future

‎Several companies (in fact all!) have been releasing their earnings over the past week, one that caught my eye was HomePro (HMPRO) for a few reasons: Same store sales still grew @ 6.5% in 2Q14 and +5.3% for 2H14 They will continue to expand throughout Thailand & Malaysia An upcoming dividend & potential REIT To […]

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1Q14 Earnings? Expectedly poor

So the facts: Excl. banks down -7% (ex PICNI its -23%) Brokers are suffering – no surprise 1H13 was a rockstar period Telco’s and electronic exporters look ok still Insurance co’s are minting $, will the rest of the sector follow SCSMG? Domestic consumption look so-so, HMPRO is ok, but BIGC is urgh

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