Notable Transactions Buy(s) 900 mn SABUY – Just have a look at each and every JV they are participating in. III – Lots going on here MINT – A switch between entities PLAT – Will this dog rise up again? MAKRO – Just taking part of the RO Sell(s) 2 bn GUNKUL/JMART – Adisak is […]
Read More →AEONTS reports 2Q21np (end of Aug) at Bt678m, -29.8% yoy; missed Bt1.09b consensus, pays Bt2.5 dps, XD Oct 18. Comment: “Ruh Roh” KBANK to cut loans to coal-fired power plants, target carbon free by FY30. Comment: Idiots. But this is more PR than anything else, when was the last time Thailand had a serious launch […]
Read More →A lot of trades by management in the past week, nothing huge but interesting to see the pick up in volumes Notable Transactions Buy(s) THB 47.4 mn HYDRO – A big buy by one of the directors Sell(s) THB 14.4 mn N/A
Read More →AMATA AMATA partnering with Sweden’s SAAB AB to launch AMATA Aerospace City. This will be a “smart city”. It expects to become a leader in the development of local area and industrial area in Thailand and Asia into effective and sustainable industrial hubs. (Thun Hoon, 5/10/17) Comment: Wow things are actually moving down there, perhaps […]
Read More →ABC ABC had presales of 30% or more than 10 units in ABOVE Sukhumvit 39 project worth Bt2.5bn. It expects presales to reach 70-80% this year and revenue to reach target of Bt2bn. It expects to turn to a profit and write off retained loss of Bt159mn this year. (Kao Hoon, 26/09/16) Comment: Not really […]
Read More →AGE AGE plans to implement cost control and focus on local industries especially those that have high demand for power. It expects local sales to grow 20% from 2014’s Bt3.58bn. Management expects 3Q15 earnings to recover thanks to cost control. It expects to show net profit in year. (Thun Hoon, 01/10/15) AIRA AIRA expects to […]
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 →EARTH EARTH expects higher region coal price to lift 1Q15 profit above Bt3.8bn. Management remains confident that its sales volume will reach 10mt in 2015 due to higher demand. It plans to acquire more mines with reserves of 40mt, conclusion by 4Q15. (Thun Hoon, 12/03/15) Comment: The owners have been pledging their shares for a […]
Read More →AP AP reports presales of Bt21bn as purchasing power has recovered to support demand for property in downtown and near train mass transit. The company is preparing to launch Banklangmueng in Sukhumvit 77 and Rhythm “The Slow Collection” totaling Bt6.35bn. (Thun Hoon, 06/11/14) BEAUTY BEAUTY says 4Q14 will be good on seasonality. It expects revenue […]
Read More →BJC Berli Jucker introduces direct sales, e-commerce – Berli Jucker Plc (BJC), the SET-listed trading and retail company owned by billionaire Charoen Sirivadhanabhakdi, is expanding its product sales and distribution to include direct sales and e-commerce channels after facing tough modern trade competition. (Bangkok Post, 22/09/14) Comment: Overall a small impact on their total numbers […]
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