AOT Yesterday, AOT opened a new domestic terminal at Phuket Airport that will increase passenger capacity to 12.5 million/year. For its 7MFY18, the company reported passenger traffic growth of 10% YoY to 84 million. (Thun Hoon, 26/6/2018) Comment: Finally this is completed. More expansions coming for AOT ASAP ASAP expects revenue to grow 25% this […]
Read More →AGE AGE’s 2Q18 performance is likely to improve thanks to a favorable coal price at above US$119/ton . The company is preparing to ship 800k tons of coal in 2Q18 -3Q18 and maintains its revenue growth target of 20-25%. (Kao Hoon, 18/6/18) GFPT GFPT plans to inject Bt4-5bn to expand capacity to support long term […]
Read More →Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE
Read More →Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]
Read More →Notable Transactions Buy(s) THB 150 mn EA – The founder must believe in his in EV more than the market does Sell(s) THB 6.2 bn BEAUTY – Block sales to institutional investors TU – I’m still rather surprised to see all of this selling by the founder MONO – No surprise here, most likely block […]
Read More →AMATA AMATA targets 2018 land sales of 925 rai and announced a 5-year business plan. Its goal is to set up a “Smart City”. It has budgeted Bt10mn to develop Long Thanh industrial estate in Vietnam, which it will start to sell in 2018. It also plans to develop an industrial estate in Myanmar, with […]
Read More →AAV Srivaddhanaprabha family sold back 1,761.58mn or 36.30% of AAV shares to Mr. Tassapon Bijleveld FOR Bt4.70/share, which give it a profit of approximately Bt880mn. After the sale, Mr. Tassapon holds 41.32% and is going to do a tender offer, pricing the shares at Bt4.70. (Khao Hoon, 28/12/17) Comment: Wait they did what? Why buy […]
Read More →COM7 COM7 reported 3Q17 earnings of Bt150mn, growing by 66% with revenue of Bt5.529bn, up 39.80%, backed by an increase in distribution channels and the launch of a marketing campaign. (Thun Hoon, 10/11/17) Comment: That’s impressive numbers from COM7 FTE FTE reports 3Q17 earnings of Bt40mn, up 90%. It announced a dividend of Bt0.07/share, XD […]
Read More →BAY BAY reports 9-month net profit of Bt17.5bn increasing by 7.9% from last year as a result of an increase in interest revenue and revenue from fees. It believes loans will grow by 6-8% this year as the economy recovers. (Thun Hoon, 20/10/17) Comment: Shame about the free float, otherwise this bank would be trading […]
Read More →Notable Transactions Buy(s) THB 200 mn MINT – That’s a fairly substantial purchase for these warrants by the founder SKR – This director must see value in this hospital group Sell(s) THB 79 mn CCN – Well the company has changed the ticker to “SKY” (I’ll update this later) and the stock price went through […]
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