ARROW ARROW expects 3Q16 earnings to grow supported by large orders, especially Suvarnabhumi phase 2 project from ILINK and ITD. It expects to get work on the MRT Green Line, with finalization by the end of this year. It expects 2016 revenue to reach Bt1.4bn. ( Khao Hoon, 30/08/16) Comment: Perhaps we should just close […]
Read More →ADVANC ADVANC has budgeted Bt7bn to expand to fixed broadband and plans to be a big player within 3-5 years. It expects 2016 revenue to be close to 2015’s Bt156bn with EBITDA growth of 37- 38%. It guarantees a dividend of 100% of net profit. (Thun Hoon, 08/03/16) Comment: 1) I think the news meant […]
Read More →CHG CHG expects 3Q15 earnings to mark a record high on the back of seasonality. It expects 2015 revenue growth to achieve its target of 15%. (Thun Hoon, 18/09/15) Comment: Still don’t quite understand why this specific stock has suddenly re-rated. BH is trading @ 50x, this one at 42x trailing pe, it does just […]
Read More →AUCT AUCT expects 2Q15 earnings of Bt42mn, 12-13% revenue growth and 2.59% dividend yield. (Khao Hoon, 16/07/15) Comment: Despite it’s great growth, it looks like the retail investors are beginning to realise that the share price has been quite overvalued BJCHI Foreign investors are interested in BJCHI shares after it held a roadshow in Hong […]
Read More →ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]
Read More →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 […]
Read More →Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →DRT DRT expects sales this year to be better supported by the recovery in the construction material and real estate markets as the government continues to inject investment to help stimulate the economy. The company plans to launch new products and expand in markets at home and aboard. (Kao Hoon, 13/01/15) Comment: We do wonder […]
Read More →AI Management expects revenue of Bt9bn in 2015 from Bt5bn in 2014 and will invest Bt200mn to increase palm oil production capacity and set up solar power plant with 2.6MW capacity supporting sharp revenue and earnings growth. (Thun Hoon, 20/11/14) Comment: Another firm that will have a small solar power plant – 2.6 MW means […]
Read More →Want to feel like a rock star investor? Get into the small IPO’s. Anyone who was able to get IPO’s this year has been feeling that way, excluding IPO’s where commercial bank’s were the underwriters (here’s looking at you KBANK and SCB). The basic framework for IPO’s performing well on their first day hasn’t changed, if […]
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