ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]
Read More →Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]
Read More →Notable Transactions Buy(s) THB 213 mn BA – The family believes that the decline in shares since its IPO is overblown – I think not. MC – The founder continues to accumulate shares, what I haven’t liked about MC is that SSSG has been negative since IPO, all the growth comes from store expansion, can […]
Read More →BRR BRR confident that 4Q14 performance will be peak and targets revenue of Bt5bn in 2015 with net profit growth of Bt300mn, +70% YoY, as it will book full-year revenue from biomass power plant. The company will invest Bt1.1bn in an ethanol factory and a third biomass power plant. (Kao Hoon, 25/11/14) Comment: As mentioned […]
Read More →AJD Management said the company can set up co-antenna in condominium to receive digital TV signals and expects this market to have a value of Bt1-1.5bn. The company will ask the NCPO to approve a new round of digital TV coupons. The company stands top in the set-top box market. (Thun Hoon, 18/11/14) Comment: I […]
Read More →EPG EPG is preparing to sell 700mn IPO shares and list on SET in late 2014. The company will use the funds from the IPO for business expansion. (Kao Hoon, 06/10/14) Comment: No idea about this company. But I suspect it will be the same story FPI FPI continues to expand margin and expects peak […]
Read More →ABC ABC placed on SP after hitting ceiling for six consecutive trading days. The share price shot up Bt18.20 to Bt82 in just six days. (Post Today, 26/08/14) Comment: Well at least the SEC acted. AKR AKR to expand into EPC after the NCPO emphasized alternative energy. (Thun Hoon, 26/08/14) AQ AQ to expand into […]
Read More →ADVANC ADVANC says delay in 4G will not impact performance as it has 15MHz on the 2.1GHz spectrum to support 50mn clients. The company expects 2H14 revenue growth of 2-4% YoY after economic recovery and also entry into the fixed-line broadband business. (Kao Hoon, 18/08/14) Comment: And it has a near 7% dividend yield at […]
Read More →Notable Transactions Note: All transactions highlighted are above THB 20 mn in value Buy(s) THB 2.2 bn MC – Basically a swap of shareholding between husband and wife CGD – They have the news of their massive property projects going ahead, plus a potential REIT in the future. PICNI – CP Group buying into Picni? […]
Read More →Notable Transactions Buy(s) THB 1.8 bn CGD – Family member buys a huge block stake, upcoming projects + REIT on the cards MC – Husband and wife seem to be splitting up, the wife will continue to run the show as she has done since the company’s inception. NWR – The owner still sees value […]
Read More →