Tag: IVL

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Stocks in the news (ais, ait, beauty, css, emc, forth, genco, hmpro, ivl, itd, mdx, nbc, nlc, pstc, pttgc, qh, scn, sgp, smart, spcg, tfd, thai, thcom) 10.08.15

AIS AIS pushes for joint venture with TOT, Mobile leader wants to rent telecom towers – Mobile leader Advanced Info Service Plc (AIS) has submitted a joint-venture proposal to TOT Plc to operate telecom tower sites after its mutual second-generation (2G) mobile concession expires next month. (Bangkok Post, 10/8/15) Comment: Well they need it given […]

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Stocks in the news (bmcl, bts, ccp, cho, crane, dcon, itd, ivl, kcm, lhbank, ndr, pimo, preb, ps, pttep, s, samtel, tgci, tisco, wice, tuf) 24.07.15

BMCL BMCL expects 2016 to be a turnaround year after EXAT approved the merger with BECL, which will support growth. The company is going ahead with the Purple Line (Taopoon-Bangsue) (Thun Hoon, 24/07/15) Comment: The story for BMCL is its merger with BECL. BTS BTS is in talks with U for a joint real estate […]

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Stocks in the news (ajd, ajp, big, brock, fer, fpi, hemraj, wha, ivl, kcm, mjd, mill, pap, pcsgh, pdi, ptg, ptt, sappe, syntec, tk, tsr, tta, tuf) 09.07.15

AJD AJD is talking to a prospective partner which is expected to be finalized in 3Q15-4Q15. This deal will increase AJD’s competitive advantage by broadening its market abroad. It is looking for a partner who has a PPA to invest in a solar farm. (Thun Hoon, 09/07/15) Comment: Again another PPA/renewable switch AJP AJP will ask shareholder […]

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Stocks in the news (aav, aira, amata, anan, bay, cfresh, ck, gunkul, intuch, ivl, jas, ktc, rci, seafco, smt, tuf) 24.06.15

AAV Management is confident there is no impact from ICAO. There is no suspension for any AAV scheduled flights with regards to the ICAO issue. (Thun Hoon, 24/06/15) Comment: AAV’s core growth market is China, as long as China is ok then it doesn’t matter what ICAO says. AIRA AIRA shareholders approved raising capital by 3,160 […]

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Stocks in the news (amata, auct, bbl, cnt, cho, cwt, eforl, major, mono, ivl, pca, rs, s, seafco, smpc, super, vgi) 03.06.15

AMATA AMATA holds roadshow for AMATA Summit Growth REIT. It says local and foreign investors are interested in AMATA Summit Growth REIT due to its high dividend yield of 8.7%. It is expected to trade in June. (Thun Hoon, 03/06/15) Comment: And thus AMATA should be able to book a decent profit in 2Q15 AUCT AUCT opens […]

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Stocks in the news (beauty, css, earth, estar, ifec, ivl, kcm, pdg, ratch, rwi, samart, seafco, sena, spcg, tfd, tvd) 14.05.15

BEAUTY BEAUTY to trade at new par of Bt0.1 on May 14 (split par from Bt1). 1Q15 earnings outperformed due to growth in tourists that led to rising sales at both the existing and new branches. (Thun Hoon, 14/05/15) Comment: Everyone loves a good stock split, but Beauty has one of the most demanding valuations […]

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Stocks in the news (arrow, auct, beauty, bjchi, demco, dtac, eforl, gunkul, hmpro, ivl, kce, mida, mtls, polar, s11, takuni, tks, tmb, tsr) 12.05.15

ARROW Says revenue will grow 20% on booking revenue of Bt168mn. It is waiting for bids to open for new project valued at Bt160mn. 2Q15 income is estimated to rise 20%YoY while 1Q15 earnings surged 72% to Bt61mn. Domestic and international funds are interested in ARROW stock. (Thun Hoon, 12/05/15) Comment: Their 1Q15 earnings were amazing, […]

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Stocks in the news (auct, banpu, cpf, dtac, ea, emc, genco, ifec, irpc, ivl, jmt, kbank, kcm, match, nusa, pf, planb, pstc, samco, saad, tgpro, tsf) 07.04.15

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 […]

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Stocks in the news (apco, iec, ivl, jsp, ldc, plat, spcg, takuni, tisco, uniq) 25.03.15

APCO APCO will expand marketing channel via APCO Digital Marketing, starting in April. The firm also expects Bt1.6bn in revenue with profit growing six-fold in 2015. The firm expects to move to the main board in 2016. (Kao Hoon, 25/03/15) IEC PPA needs to be completed before IEC will invest in a bio power plant […]

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