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 →AOT New entity for duty-free – perhaps. The Minister of Transportation met with management of Korea’s Lotte, which wants to run a duty free business at Thailand’s airports and in towns. The Thai government is promoting fair competition in the duty-free business, but has to study conditions with King Power Duty Co., who has the […]
Read More →CHO CHO confident revenue this year will grow no less than 50% due to strong flow in orders. It said that it plans to expand aggressively in overseas markets further through its catering hi-loaders truck business for airlines in markets abroad. The management confirms the exercise date for CHO-W1 is Dec 30, 2014. (Thun Hoon, […]
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 →Notable Transactions Buy(s): THB 907 mn GFM – Interesting transaction with nearly THB 400 mn bought by key management IFEC – A swap in shares between the CEO & the Chairman by the looks of this. Now IFEC…if you build out a financial model based upon every dream they say they will achieve today, then […]
Read More →BCP Bangchak earmarks B7bn for refinery rejig – BCP plans to spend Bt7bn to improve its oil refinery in its bid to gain a higher refinery margin. Executive vice-president Phichet Emwattana said the spending would start next year and run until 2018. (Bangkok Post, 31/10/14) CPF CPF maintains revenue growth of 10% YoY to reach […]
Read More →AAV No deal for Skymark — AAV denies Japanese news that the Malaysian low cost airline is negotiating to acquire Skymark Airline in Japan which is facing financial distress. (Thun Hoon, 20/08/14) Comment: Skymark shares have risen some 30% on these rumours, no idea if there is truth behind them, wouldn’t see why AirAsia needs […]
Read More →AAV TAAX plots aggressive expansion – Thai AirAsia X (TAAX) is charting a lofty growth plan that it hopes will put the airline at the forefront of the medium- and long-haul low-cost segment it pioneered in Thailand. Ramping up its passenger volume to 1mn by 2016, expanding the fleet to include a newly unveiled version […]
Read More →AJP AJP to maintain core business, provision and production of television satellite programs. It said politics did not impact 2Q14 earnings. (Kao Hoon, 30/07/14) APCO APCO accesses Chinese market after China approved three cosmetic products. The company and partnership will focus on China, Taiwan, Macao, and Hong Kong and book revenue from these markets in […]
Read More →AJD AJD expects triple revenue growth in 2014 supported by AJ Smart Set Top Box sales. It has raised its sales target to 2mn boxes. It is ready to focus on the online business in the next three years and expects sharp revenue growth in 2017. (Khao Hoon, 29/04/14) Comment: So who is really going […]
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