Tag: SCC

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Stocks in the news (ap, centel, ck, ckp, demco, epco, epg, fire, ilink, mpic, mtls, pace, ptt, salee, scc, spcg, thai, tmc, tpch, trt, vng) 02.02.15

AP AP is confident to achieve revenue of Bt22bn for 2014 vs. Bt17.13bn in 9M14, as a result of a recovering economy and rising consumer purchasing power, particularly landed properties. (Kao Hoon, 2/02/15) Comment: The revenue growth is misleading because they have multiple JV projects, thus not all the recognised revenue %’s go straight to […]

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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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Management Trades – Dec ’14

Given the way December ’14 performed I thought it would be more interesting to present all the transactions that occurred during the month. Notable Transactions Buy(s) THB 6bn AAV, RS, CENTEL, BA, LIVE, M-CHAI, NBC, BA, STA, CPF, MC, EARTH, BBL, BLA, EARTH, AKR, PACE, TH Sell(s) THB 10 bn RS, AAV, CGD, AP, NYT, […]

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Stocks in the news (bts, css, demco, icc, mcot, pace, scc, slc, spvi, twz, uwc, wha) 19.12.14

BTS Confirmed for O&M on South Green Line — Minister of Transportation Prachin has confirmed that BTS will obtain the O&M contract for South Green Line worth Bt9.1bn. BTS management met the minister to discuss the project and expects the Mass Rapid Transit Authority of Thailand to conclude the details in January 2015. (Kao Hoon, […]

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Stocks in the news (ajd, apco, fsmart, grammy, gunkul, ichi, ilink, kbank, lanna, major, mtls, scc, spa, takuni, thai, ticon, tse, tvd, work) 26.11.14

AJD AJD announces capital increase for 13 investors at price of Bt0.1/share. The SET has requested greater details by 28 November as the company’s selling price is 97.48% below the average price and below book value, which will create 50% dilution for existing shareholders. (Kao Hoon, 26/11/14) Comment: Well any surprise? If only we could […]

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Stocks in the news (cbg, cho, demco, erw, mtls, nch, oishi, pdi, seafco, scc, slc, tfd, trc, tsr, tsth, vpo) 24.11.14

CBG CBG closed at Bt32.50/share, above its IPO price of Bt28/share. The company plans to lead the energy drink market within five years and expects revenue of Bt10bn in 2017. (Kao Hoon, 24/11/14) Comment: We still think its going to trade in a similar manner to ICHI for the next few months CHO CHO reports […]

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Stocks in the news (ap, banpu, cgs, dall, grammy, gunkul, iec, max, prin, scc, siri, tks) 24.10.14

AP AP readies wave of new developments – SET-listed developer AP (Thailand) Plc, feeling more upbeat about the country’s economic recovery and the government’s economic stimulus policies, plans to launch at least 17 new projects worth a combined Bt23bn in 2015. (Bangkok Post, 24/10/14) BANPU Banpu targets boost in coal sales – Banpu Plc plans […]

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Stocks in the news (bbl, bcp, bland, eforl, estar, hmpro, ilink, jmt, kbank, preb, scc, seafco, siri, sithai, smart, tta, uwc) 02.10.14

BBL BBL wins Myanmar licence – Bangkok Bank (BBL), Thailand’s largest lender by assets, is the only Thai bank among the first nine foreign ones to win a limited banking licence in Myanmar. The approval is preliminary for 12 months, during which time the winning banks must comply with Central Bank of Myanmar requirements before […]

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Stocks in the news (ajd, aot, apco, bbl, bts, forth, mill, ocean, qtc, sena, scc, smart, tapa, tkt, true) 29.09.14

AJD AJD gets Bt300mn from issuing warrants. The company is studying setting up a subsidiary with a Chinese partner to develop a solar farm. It expects sharp net profit growth in 4Q14 as its set-top box market share is at 50%. It said the issue of 11mn set-top box coupons will push its set top […]

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