BDMS Expects 12% growth in 2015. It plans to invest Bt6.0bn in order to expand the number of hospital to 50. 1Q15 earnings will grow due to an increase in the number of clients (Khao Hoon, 20/04/2015) Comment: Despite a relatively tepid growth rate, these valuation levels still hold because 1) It’s the biggest and […]
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 →Notable Transactions Buy(s) THB 2.4 bn MTLS, IFEC, NMG, GFM, RS, JAS, M-CHAI, BA, EARTH, STA, EPCO, KSL, AUCT, SAMART Sell(s) THB 2.0 bn CGD, NMG, IFEC, MONO, DNA, BTS, BSM, DNA, ABC, PPM, BTC, BLAND, EE, EPCO, CHO, MACO
Read More →AJD AJD starts trading at new par value of Bt0.1/share today and expects price at Bt3.2/share. Management reports set-top box sales volume of 500,000 boxes YTD and expects to sell 2mn boxes in 2014. The company is studying investing in a solar power plant in China. (Kao Hoon, 4/11/14) Comment: Stock splits = retail gold! […]
Read More →Watch this space, says thriving Maco Master Ad Plc (Maco) specialises in providing clients with creative out-of-home media services ranging from billboards, street furniture, transit and ambient advertising to made-to-order jobs. Noppadon Tansalarak, chairman of the executive committee and chief executive, discusses the company’s strategy and outlook. What is Maco’s business model? Maco is an […]
Read More →You have to hand it to the management of BTS, they aren’t just sitting on their hands happily bathing in their THB 30 bn worth of cash post the BTSGIF. In the past few years they’ve bought VGI, IPO’ed VGI, IPO’ed BTSGIF, bought MACO and other co’s through VGI, commenced a share buy back of […]
Read More →With its latest acquisition into TH and AQUA, following on from its acquisition of a stake in MACO, VGI looks like it now has a strong grasp on the OOH advertising market Sources: Company Announcements
Read More →ADVANC ADVANC plans to pay DPS of Bt6.04, XD 13 August, though its 1H14 net profit declined to Bt17,96bn due to higher depreciation and amortization. Its 3G clients increased to 34.4mn but the company reduced revenue growth target to 1-2% YoY in 2014. (Kao Hoon, 05/08/14) Comment: ADVANC has been an easy trade in the past 2 […]
Read More →BJCHI BJCHI waiting for bid results for work in Brazil and Australia worth Bt5.5bn. It is confident that it will receive the new work and that revenue this year will hit Bt4.5bn, supported by backlog of Bt4.4bn with Bt3.8bn to be booked this year. It said it will post Bt1.3bn in revenue in 3Q14. (Kao […]
Read More →AMATA AMATA sees signs of resumption of foreign investment in Thailand due to easing of the political situation and approvals by the BoI, expected to appeal to European, American, and Chinese investors. It is negotiating to buy 700-800 rai in Amata Nakorn and Amata City industrial estates. It is also waiting for a new government […]
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