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 →Here are the key facts: Come December, Thailand will have more solar power capacity than all of Southeast Asia combined as record sums of money are poured into the sector in the hopes of nurturing a new energy source to help drive the region’s second-biggest economy. Thailand has been shifting from natural gas with once-plentiful […]
Read More →ADVANC ADVANC is the number 1 candidate for 4G auction. It expects 2Q15 earnings of Bt9.2bn (9% growth). ADVANC is a high dividend stock compared to its peers. (Thun Hoon, 30/06/15) Comment: ADVANC needs the 4G spectrum more than any other operator out there. AOT AOT is budgeting Bt13-14bn to developing Suvarnabhumi and Don Mueng airports […]
Read More →BANPU BANPU plans to invest in power plant at home and abroad due to a downtrend in mining. 2015 revenue is expected to be equal to 2014’s thanks to cost control. It expects to list a subsidiary on the SET by the end of 2015. (Thun Hoon, 22/06/15) Comment: BANPU’s stock price has followed that […]
Read More →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 →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 →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 →AMATA MD says AMATA is preparing to set up REITs. The REITs will pool 88 industrial plants in AMATA Nakorn Chonburi and AMATA City Rayong. (Khao Hoon, 20/05/15) Comment: The main reasons to have any shares in AMATA at this point are because of its REIT and Amata Vietnam listing. CHO CHO expects to win […]
Read More →BJCHI Expects to get project in Brazil worth Bt4-5bn in May. 1Q15 earnings will be released in this week. (Khao Hoon, 11/05/15) Comment: Even though oil prices have dropped, it hasn’t appeared to hurt BJCHI at all just yet. FSMART 1Q15 earnings surged 83%YoY to Bt57mn with total revenue of Bt361mn. Management says “Boon-term” machines […]
Read More →CCP Plans to expand into Cambodia, Laos and Myanmar. The firm has bid for a new project worth more than Bt1bn and expects to do a JV deal in 2Q15. It targets 2Q15 earnings growth of 10% YoY on the transfer of projects and raise in backlog to Bt2.3bn. (Thun Hoon 06/05/15) CBG 1Q15 net […]
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