Names today: DCC, EPG, GLOBAL, GOLD, KOOL, MTLS, MSC, NOK, PTG, SC, SIRI, TFD DCC DCC’s board has approved 3Q15 interim dividend of Bt0.042/share, XD on Nov 6. It reported 3Q15 net profit of Bt275mn. (Khao Hoon, 27/10/15) Comment: DCC’s revenues have taken a slight hit and despite their margin improvements, things still don’t look […]
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 →Earlier in the week, the International Civil Aviation Organisation (ICAO) came out saying that it had concerns about Thailand’s aviation industry, here are the facts & implications: Thai carriers could face a similar fate to that of Indonesia in 2007 when the European Union barred all 51 Indonesian airlines from landing on its runways, citing […]
Read More →AAV New Sapporo route affected – Thai AirAsia X chief executive Nadda Buranasiri said the airline’s Bangkok-Sapporo route would be affected by the JCAB’s ban. The airline will be able to offer service on this route for only two months, from May 1 to June 30. (Thun Hoon, 01/04/15) Comment: All of this news about […]
Read More →With Bangkok Airways Plc listing yesterday being incredibly poor (down 12% on its first day!), is it going to go the way of Nok and Thai Airways? If you can remember Thai Airways listed in the 90’s at THB 50/share, its today at THB 14 (after multiple recaps etc etc etc), in fact the only […]
Read More →AJD Technical trend signals new high at Bt14/share on the news that its sales of the set-top box will increase with the coupon to be distributed soon. It expects revenues to reach Bt16.5bn. The management said it is considering partnering with a Chinese company to set up a subsidiary for a solar farm project. It […]
Read More →AP AP, Mitsubishi lay out plans – Mitsubishi Estate Group (MEC), one of Japan’s largest developers, plans to launch three to four residential projects next year in partnership with SET-listed developer AP (Thailand) Plc to capitalise on the recovering economy and improved political climate. “Thailand’s fundamentals such as long-term economic prospects and people’s income remain […]
Read More →ABC ABC’s financial statement reported sharp decline in net profit in 2Q14 due to the slowdown in the property market. It expects the use sale of idle land to repay debt. It is assessing the electronic business and will do a road show with a partner. (ASTV Daily Manager, 29/08/14) AS AS expects improving earnings […]
Read More →AMATA Amata signs deal to open Vietnam park – SET-listed Amata Corporation Plc has accelerated its investment in Vietnam with the building of a modern and integrated city industrial estate in a move aimed at cashing in on the opening of the ASEAN Economic Community and economic growth in Vietnam. Subsidiary Amata VN Plc yesterday […]
Read More →Having just spent the long weekend in Samui a few things crossed my mind (other than just the sand & the beach), the island was buzzing and yet still peaceful, were hotels still performing alright? Are there plenty of travelers? How many more hotels are building here? And..whats the best direct play on this place? […]
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