Notable Transactions Buy(s) THB 54.8 mn N/A Sell(s) THB 2.37 bn JAS – I wonder who bought all these warrants that he sold? SUTHA – A rare trade in this name, but 5% of shares sold by the Chairman of the Ex Com must mean something ITD – And he sells again, I do wonder […]
Read More →AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]
Read More →DRT DRT expects 2017 revenue growth of more than 5% backed by government mega projects that will expand growth in construction materials. It has set an investment budget of Bt100mn to increase capacity. (Kao Hoon, 09/12/16) EPG EPG expects continued growth in 2H16, especially for its automotive business. This will bring 2017 revenue up to […]
Read More →ARROW ARROW expects 2016 revenue and profit to be a new high. It is maintains its full-year target revenue at Bt1.4bn, growth of 15%. It has backlog of Bt240mn, all of which will be booked this year. It is talking with two companies to take a share of its subsidiary and expects to make a […]
Read More →AP AP expects 2H16 earnings to be good supported by first time booking revenue from JV with Japanese partner. It expects revenue from the JV to increase in 2017. It plans to launch 13 new projects worth Bt25bn in 2H16, which will help it meet its presales target of Bt31bn. (Thun Hoon, 22/07/16) BIG BIG […]
Read More →CKP CKP expects 4Q15 earnings to mark new high of Bt220mn to bring 2015 profit to Bt470mn. (Khao Hoon, 05/02/16) Comment: All part of the company’s plans since their IPO a few years back DNA DNA expects to wipe out retained losses of Bt219.31mn within two years and restructure its business organization to focus on […]
Read More →ABC ABC plans to invest in education business. It expects to sign an MoU with Lanna International School in Chiang Mai, valued at Bt150mn. It plans to launch the Bt2.5bn ABC Residence Sukhumvit39. (Khao Hoon, 13/01/16) Comment: Wait…weren’t they going to do IT? And then renewable energy? And now its an international school and property […]
Read More →ASIMAR ASIMAR expects 2015 net profit of Bt120-130mn after achieving Bt102.2mn in the first nine months of the year. (Thun Hoon, 05/01/16) COM7 COM7 expects tax incentives to help revenue grow more than 25%. It expects 4Q15 sales to be good because it has 300 branches and many products for sale, including iPhone 6s and […]
Read More →AP AP has achieved presales of Bt23bn for the first nine months. It targets 2015 presales of Bt28bn. It has signed a JV agreement with a Japanese partner to invest in a Bt2.6bn condominium at Ekkamai. (Khao Hoon, 02/10/15) DTC DTC subsidiary buys 1.925mn shares of DMS Property Investment Private Limited, for Bt88.625mn or a […]
Read More →CHO CHO confident revenue this year will grow no less than 50% due to strong flow in orders. It said that it plans to expand aggressively in overseas markets further through its catering hi-loaders truck business for airlines in markets abroad. The management confirms the exercise date for CHO-W1 is Dec 30, 2014. (Thun Hoon, […]
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