Notable Transactions Buy(s) THB 598 mn BIG – Some THB 160 mn bought by the two founders, a block purchase perhaps? BA – And he continues to buy and buy and buy BROOK – Hmmm BROOK … hmmm SPALI – Typically whenever you see this family buying back their shares in SPALI, implies a very […]
Read More →CENTEL CENTEL plans to acquire an international food company. It expects the deal to be finalized by 4Q16. It targets 2016 revenue to grow 10% backed by growth in online business. (Thun Hoon, 20/01/16) Comment: Well the EVP must be very happy because he has only talked about doing acquisitions for the past few years […]
Read More →BJCHI BJCHI expects 2016 revenue to grow 15%, backed by projects worth Bt5.2bn. It plans to join a new Bt40bn auction and expects to get projects worth of Bt6.5bn. (Thun Hoon, 3/12/15) Comment: And yet despite the decrease in oil prices, they still can continue to grow, why? It’s a huge industry and Thailand is […]
Read More →BWG Investors are interested in buying BWG shares via PP. It expects 2015 revenue to grow 15- 20% backed by marketing strategy. (Thun Hoon, 03/09/15) Comment: Right…and we thought the SEC had crackdown on dodgy PP’s ESSO ESSO expects 2015 performance to be the best in three years after net profit reached Bt3bn in 1H15 […]
Read More →There’ll be the usual annual rebalancing in the SET Indices names this week, the official changes are: SET50 Additions: BA, BMCL, CBG, ITD, SAWAD, TPIPL, WHA, THCOM Deletions: BAY, BIGC, BJC, HEMRAJ, KTIS, SCCC, SPALI, VGI SET 100 Additions: ASP, BA, BEAUTY, CBG, CKP, LHBANK, MONO, RS, S, SAPPE, U, UNIQ, WHA Deletions: BAY, BCH, BIGC, BJC, IFEC, […]
Read More →ACD It is starting its project acquisition strategy by buying a condominium project worth Bt700mn. It plans to buy Bt350mn in property in Phuket. Management says it will wipe out retained loss of Bt300mn. It plans to invest in alternative energy next year. (Thun Hoon, 04/06/15) Comment: Another hybrid of property and alternative energy, am […]
Read More →AMATA AMATA to join with Labor Department to develop Thailand’s labor market. (Khao Hoon, 03/04/15) BECL BECL’s shareholders okay merger with BMCL. In July, the two companies will hold a joint shareholders meeting. The merged firm is expected to trade in the stock market in August. (Khao Hoon, 03/04/15) Comment: What will be interesting is […]
Read More →Notable Transactions Buy(s) THB 260 mn BA – The family continues to support the share price with another THB 80 mn bought in shares LIVE – This has to be an off the market trade, a Director just bought THB 119 mn worth of shares, just over 5% of total shares Sell(s) THB 693 KIAT […]
Read More →DIMET DIMET says 2014 will be in the black though it faced net losses in 1Q14 and 2Q14. The company expects recovery in 3Q14 and 4Q14 and is looking for a partner to support its business. It does not know what is behind the sharp increase in its share price. (Kao Hoon, 12/12/14) GOLD GOLD […]
Read More →Mega Lifesciences Plc (MEGA) is a leader in human wellness across global emerging markets. Founded in 1986, it listed on the Stock Exchange of Thailand last November. Chief executive Vivek Dhawan discusses the company’s strategy and outlook. Mr Vivek delivers on his brands’ promise. What is Mega’s business model? Mega is a leading player in […]
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