BCH Mid-east investor interested in BCH shares as it is a small-cap with strong fundamentals. It expects this deal to expand customers from the Middle East. (Thun Hoon, 04/09/15) Comment: A mini BH in the making perhaps? BDMS BDMS reports that G. Wasupol Co Ltd has transferred its business to BDMS. It plans to add […]
Read More →AJD AJD and CTH plan to sell set-top boxes for Premier League football. They target Bt338mn in sales (200,000 set top boxes) within one year. It expects membership fees to drive revenue growth to 50%. (Khao Hoon, 18/08/15) Comment: CTH desperately needs to find a way to make money from its PL licenses, they are […]
Read More →AJP AJP will change its name to DCORP and plans to invest in the power business. It plans to go to China to study a project that it wants to operate in Thailand. (Khao Hoon, 06/08/15) ANAN ANAN plans to launch seven condominiums valued at Bt20.3bn in 2H15. 1H15 presales reached Bt12.5bn (+227%). It is […]
Read More →BMCL BMCL expects 2016 to be a turnaround year after EXAT approved the merger with BECL, which will support growth. The company is going ahead with the Purple Line (Taopoon-Bangsue) (Thun Hoon, 24/07/15) Comment: The story for BMCL is its merger with BECL. BTS BTS is in talks with U for a joint real estate […]
Read More →AJD Japanese investors are interested in AJD shares, talking with FA to do a takeover.Management is confident 2015 earnings will double, backed by increasing set-top box sales and booking revenue from two subsidiaries. (Thun Hoon, 21/07/15) BSM BSM expects to list subsidiary within two years. It is talking to a prospective partner to broaden its […]
Read More →BJCHI BJCHI expects 2Q15 earnings to be better than 1Q15 benefitting from FX gain. It expects 2H15 earnings to increase aided by backlog from Petrobras, worth Bt1.3bn and new projects from TUPI BV, valued at Bt5.4bn. It expects 2H15 net profit of Bt800mn. (ASTV, 20/07/15) Comment: We do wonder aloud, weakening thb, which other export […]
Read More →AMATA AMATA holds roadshow for AMATA Summit Growth REIT. It says local and foreign investors are interested in AMATA Summit Growth REIT due to its high dividend yield of 8.7%. It is expected to trade in June. (Thun Hoon, 03/06/15) Comment: And thus AMATA should be able to book a decent profit in 2Q15 AUCT AUCT opens […]
Read More →AJD SET urged AJD to clarify its frequent par splits, twice in four months, within Mar 5 with details. The regulator is in doubt of the company’s corporate governance. (Kao Hoon, 03/03/15) Comment: This is a positive move by the SEC, its good to see regulators actually be active. BIG BIG will resume its trading […]
Read More →AAV AAV’s net profit was Bt183mn in 2014, down 82% YoY, dragged down by weak operations in 1H14 from the political unrest. (Kao Hoon, 26/02/15) Thai AirAsia will open new route Bangkok-Burirum on April 2, its eighth route into the northeast of Thailand. Thai AirAsia will then cover all major cities in the northeast. It […]
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 […]
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