Management Trades – July 2015
Notable Transactions Buy(s) – THB 2.7 bn TTA, SAMART, BA, TIW, TRC, A, PACE, MK, SPALI, TVO Sell(s) – THB 1.5 bn COL, SAMART, ACD, PTG, NDR, IHL, BSM, TPOLY, ROCK Note: Transactions shown are > THB 5 mn
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Stocks in the news (acd, aot, asimar, bsbm, crane, ea, irpc, lpn, mcs, pae, ple, sena, siri, bts, spali, star, tisco, tmill) 23.07.15
ACD ACD targets 2015 revenue of Bt800mn with net profit backed by higher property transfers. It is talking to a prospective partner in China to invest in property development at tourist attractions in Thailand. (Khao Hoon, 23/07/15) AOT AOT expects bidding for Suvarnabhumi phase 2 be in February 2016. Total bids are valued at Bt43bn. […]
Read More →Stocks in the news (auct, bjchi, ccp, cig, cwt, eastw, epg, irpc, ldc, qtc, rich, samoc, scc, spali, sricha, susco, tks, tmt, tpoly, true, ttw) 16.07.15
AUCT AUCT expects 2Q15 earnings of Bt42mn, 12-13% revenue growth and 2.59% dividend yield. (Khao Hoon, 16/07/15) Comment: Despite it’s great growth, it looks like the retail investors are beginning to realise that the share price has been quite overvalued BJCHI Foreign investors are interested in BJCHI shares after it held a roadshow in Hong […]
Read More →SET Semi-annual Index Changes
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 →Stocks in the news (ah, bjc, cei, chow, dtac, gpsc, hmpro, ifs, nusa, pylon, qtc, spali, sricha, super) 29.05.15
AH AH is dealing to buy firms in India, Malaysia and Japan, expected to be finalized by 2015. The company cut sales target to 5-10% due to a slowdown in the auto industry but it expects revenue to grow to Bt30bn in 2020. (Thun Hoon, 29/05/15) Comment: AH hasn’t been an attractive investment since 2006 […]
Read More →Stocks in the news (akr, amata, cei, cho, cpn, egco, hotpot, ktb, nncl, pf, pttep, sappe, siri, sorkon, spali, spcg, ttcl, wha, wiik) 22.05.15
AKR 2Q15 earnings expected to outperform. AKR will sign a contract for an electric transformer project worth Bt100mn with EGAT next week. The company is preparing for upcoming bids, expecting to win 10-15% of the Bt4bn up for bids. It plans to invest Bt1.2bn in a solar power plant. (Thun Hoon, 22/05/15) Comment: Perhaps with […]
Read More →Stocks in the news (crane, dna, dtac, eforl, gunkul, mcs, plat, rojna, siam, siri, spali, spcg, vgi) 02.04.15
CRANE CRANE says 1Q15 earnings will be better than last year after getting new projects. It targets 2015 revenue growth of more than 20%, with more acceleration of new government projects. It will focus more on foundation jobs to raise revenue. (Thun Hoon, 02/04/15) Comment: I’ve always liked this company, now the issue here is […]
Read More →Stocks in the news (advanc, aq, banpu, css, chg, dcc, epg, kkp, plat, sawad, sena, solar, spali, tpch, trc, ttcl) 24.03.15
ADVANC ADVANC ready to bid for any license and on any spectrum available. The firm says the increase in small cells means its network capacity can serve up to 50mn subscribers. Currently, ADVANC has about 44.3mn subs. The firm has launched a new service so called “Beat Banking” to drive data growth this year. (Kao […]
Read More →Stocks in the news (banpu, ccp, cho, cpall, cpi, cyber, ecg, lpn, modern, scn, spali, tae, thai, ticon, ttcl, tsr, vng, wha, hemraj) 17.03.15
BANPU BANPU plans to invest in renewable power plant in China, solar and wind, after the government revealed its incentive plan. In addition, the company will invest in a power plant in Indonesia with a partner to be announced soon. These investments will boost its revenue and profit in the longer term. (Thun Hoon, 17/03/15) […]
Read More →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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