Tag: samart

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Stocks in the news (aav, asimar, cgd, cnt, cpf, dcon, demco, drt, glow, ichi, itd, jas, kbank, mbket, moong, ndr, pae, ptt, qtc, uac, rs, rwi, samart, mlink, sappe, tsi, uwc) 20.03.15

AAV China gives 85% load factor in 1Q15 – AAV reports that higher traffic from China remained the key driver to bring load factor to 85% in 1Q15. Management expects tourist sentiment towards traveling to Thailand to continue to improve over the remainder of the year despite the ongoing martial law. The Tourism Authority of […]

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Stocks in the news (aav, ajd, cbg, cgh, dcon, erw, hmpro, pace, pttgc, rs, s, samart, sappe, sat, tk, tru) 26.02.15

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 […]

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Stocks in the news for the week

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 […]

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Stocks in the news (aot, bwg, cimbt, cwt, dna, earth, gunkul, ktb, lpn, mono, ptt, samart, scc, slc, nmg) 19.01.15

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 […]

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Stocks in the news (lh, nncl, oishi, ple, samart, smm, spcg, tpch) 15.01.15

LH LH to make further inroads in US market – SET-listed developer Land & Houses Plc (LH) plans to double its investment this year, earmarking Bt12bn to buy new plots of land and invest in rental properties both here and in the US. Adisorn Thananan-narapool said the company would continue investing in rental apartments in […]

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Stocks in the news (anan, aot, cpn, gunkul, iec, ivl, kbank, ktb, lhk, nusa, ofm, samart, sappe, sat, spali, takuni, tuf) 11.12.14

ANAN ANAN budgets Bt3bn to purchase land to support business expansion. The company targets revenue of Bt12-15bn with presales of Bt22.5-23.5bn in 2015. (Kao Hoon, 11/12/14) Comment: The upside for me in ANAN is on operational leverage i.e. fixed costs should be stable, thus with revenue growth of 20-30%, i wouldn’t be surprised to see […]

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Management Trades – Nov ’14

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

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Management Trades – October 2014

Notable Transactions Buy(s) THB 2.3 bn DCC, TH, PJW, SAM, SAMART, TICON, TNH, SYNTEC, RS, IEC, BBL Sell(s) THB 1.17 bn TFD, PJW, PRINC, ACAP, NH, BGH, OCEAN, IEC Note: Image displays transactions that are above THB 20 mn only.

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Stocks in the news (advanc, cpf, css, dna, forth, gel, mill, mjd, samart, spa, tpipl) 20.10.14

ADVANC ADVANC to launch fixed broadband service early next year. It targets 300,000 customers in the first phase and expects to invest Bt4.6bn. It also said that over the past two years it has invested Bt80bn in its 3G network and it expects to reach 20,000 3G base stations by the end of this year, […]

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