BGRIM BGRIM plans to add 400 MW to production capacity this year. It reported 2017 earnings of Bt2.126bn and announced a dividend of Bt0.3/share, XD on March 20 . (Khao Hoon, 05/03/18) Comment: Just part of the plan, same story as with GULF, TPIPP BR BR targets 2018 revenue growth of 10-12% from 2017 and […]
Read More →AOT AOT expects passengers to grow by 10% in 2018, with 1H18 growing 14% off last year’s low base brought by zero-dollar tour clampdown and ICAO red flag. It is going to submit the bidding result for the baggage carousel project to the board on January 24. (Khao Hoon, 22/1/18) EA EA expects 2018 revenue […]
Read More →Notable Transactions Buy(s) THB 8.45 bn AAV – The massive re buyback of his shares from King Power Group TU – I have been wondering when will the transition of TU from a commodity company to a consumer company be completed TIC – That’s 5% of the shares, I wonder who the buyer is. Sell(s) […]
Read More →Notable Transactions Buy(s) THB 54.8 mn N/A Sell(s) THB 2.37 bn JAS – I wonder who bought all these warrants that he sold? SUTHA – A rare trade in this name, but 5% of shares sold by the Chairman of the Ex Com must mean something ITD – And he sells again, I do wonder […]
Read More →AH AH believes 2017 earnings will make a new high, as auto production has increased to 2mn. It expects revenue and earnings will continue to grow in tandem with increasing orders from economic recovery. (Khao Hoon, 6/12/17) Comment: Every automotive manufacturer has recovered, one fear we have is that there will be limited additional investments […]
Read More →Notable Transactions Buy(s) THB 54 mn BLAND – And he’ll keep buying his shares forever Sell(s) THB 159 mn SPPT – The Chairman is sold a decent number of shares, a block trade perhaps? DIGI – Formerly known as ABC – yes that odd company that was doing solar powered pet stores and condominiums, a […]
Read More →BJCHI BJCHI expects big projects due to higher oil prices. It currently has backlog of Bt850mn which will be recorded in 3Q and 4Q. It is bidding in auctions worth Bt7bn in 2H17 and the beginning of 2018. (Thun Hoon, 4/9/17) Comment: They’ve been struggling ever since oil prices decline. But they still have a hefty […]
Read More →EARTH KTB to send legal officers to investigate EARTH after it filed for bankruptcy with the Central Bankruptcy Court with total debt of Bt47.5bn, higher than its assets of Bt31.8bn (Bangkok Biz, 1/8/17) Comment: “Where did our money go krub?” FTE FTE signals brighter 2H17 earnings, driven by private and public projects with total […]
Read More →Notable Transactions Buy(s) 32 mn N/a Sell(s) 146 mn DCORP – Does it mean something when the Vice Chairman sells 3% of the company? ITD – And the selling continues by the owner SPPT – Another president/vice chairman selling a decent chunk in a public co.
Read More →Notable Transactions Buy(s) THB 40.8 mn n/a Sell(s) THB 71.1 mn ITD – And the owner continues selling
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