BBL BBL has budgeted Bt200mn to invest in “Thai Payment Network”, increasing its shares to 69.08%. It targets to expand business as the country moves towards a cashless society. (Thun Hoon, 19/9/18) BEAUTY A mutual fund in the US is interested in BEAUTY due to its strong fundamentals and good future. It expects some good […]
Read More →COM7 COM7 is penetrating the gamer market, partnering with Sony Thai to sell game consoles, PlayStation 4, in 25 Banana stores. It believes this will underwrite future growth. (Khao Hoon, 20/12/17) FN FN targets 2018 revenue to grow by at least 10% from this year in tandem with increasing purchasing power. It has budgeted Bt245mn […]
Read More →BIZ BIZ targets 2018 revenue to grow by 10% from this year. It plans to bid for new projects, worth Bt800mn to Bt1bn, of which it expects to receive 50%. It reports backlog of Bt1.35bn and plans to open a new hospital specializing in cancer treatment within 2019, which it believes will raise earnings significantly. […]
Read More →Notable Transactions Buy(s) THB 54 mn BLAND – And he’ll keep buying his shares forever Sell(s) THB 159 mn SPPT – The Chairman is sold a decent number of shares, a block trade perhaps? DIGI – Formerly known as ABC – yes that odd company that was doing solar powered pet stores and condominiums, a […]
Read More →AMATA AMATA will use 8,000 rai to develop “Smart city”, partnering with SAAB from Sweden. It plans to start the investment in early 2018 and establish a joint venture company for aircraft parts production and aviation practice center. It also believes 2017 land sales will reach 1,000 rai. (Thun Hoon, 6/10/17) Comment: Its interesting that […]
Read More →Notable Transactions Buy(s) 32 mn N/a Sell(s) 146 mn DCORP – Does it mean something when the Vice Chairman sells 3% of the company? ITD – And the selling continues by the owner SPPT – Another president/vice chairman selling a decent chunk in a public co.
Read More →BIGC BIGC plans to open new branches and renovate old ones this year. It expects to increase its gross area with an eye to generating substantially more revenue. It plans a securitization. (Thun Hoon, 11/02/16) Comment: Now that the deal with TCC Group is only 1.5 months away from being sealed n delivered, the thinking […]
Read More →Notable Transactions Buy(s) THB 175 mn BEC – Ohhhh and now they’re back into buying shares – or is just a switch between family members? BANPU – It’s not often that we see anyone buying shares here. A bottom forming perhaps for BANPU? It has been a dog of the SET for years…. Sell(s) THB […]
Read More →AP AP expects 2H15 backlog of Bt14.47bn, of which Bt8.47bn is expected to be booked this year. It expects 2015 revenue of Bt25.3bn as it has achieved Bt20.9mn. (Khao Hoon, 22/09/15) BRR BRR plans to issue a Bt2bn 2-year debenture. It expects to use the cash from this to increase capacity to 23,000 tons/day. (Khao […]
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