BDMS BDMS reports 3Q17 earnings of Bt2.2bn, down 4.6% YoY. It expects 4Q17 will recover in tandem with high season, which will increase the number of both international and domestic patients. (Khao Hoon, 31/10/17) Comment: Not quite accurate given that the company hasn’t announced earnings yet. EPCO EPCO says 3Q17 earnings were good, supported by […]
Read More →BAY BAY reports 9-month net profit of Bt17.5bn increasing by 7.9% from last year as a result of an increase in interest revenue and revenue from fees. It believes loans will grow by 6-8% this year as the economy recovers. (Thun Hoon, 20/10/17) Comment: Shame about the free float, otherwise this bank would be trading […]
Read More →Notable Transactions Buy(s) THB 68.5mn TFD – What is he trying to do now? Sell(s) THB 1.1 bn WHA – A massive block sale by the founders, the odd price come from the sale of both the underlying stock and warrant SUC – A rather transaction from this old group
Read More →ANAN ANAN expects to outperform its sector within the next three years. 2Q17 will benefit from strong sales volume . (Thun Hoon, 2/6/17) Comment: Let us hope for their sake that the property market continues it strength in new developments. BIZ BIZ received loan approval from CIMB Thai for the Cancer Treatment Center at Chulalongkorn […]
Read More →BJC BJC expects 1Q17 net profit to be higher than Bt1.2bn thanks to BIGC. It believes outlook is positive, underwritten by numerous positive factors. (Thun Hoon, 04/05/07) Comment: Their price has declined some 20% from its peak post the acquisition from BIGC. BPP BPP expects a solid performance in this year thanks to the […]
Read More →AOT AOT expects passenger pass-through via its 6 airports to reach 5.36mn during the 14-day Songkran festive season, an increase of 12.05% YoY, with 32,000 flights, up 7.22%YoY (Kao Hoon, 05/04/17) Comment: What slowdown in tourism? BIZ BIZ wins a project for radiation therapy machine installation worth Bt84.9mn at Roi-et Hospital. The contract will […]
Read More →BA BA plans to expand routes and flights in 2017 to enable it to increase the number of passengers. It will receive delivery of 1-2 new planes in December. It reported 3Q16 earnings growth of 15% with revenue of over Bt6.7bn, supported by high season. (Thun Hoon, 14/11/16) BIZ BIZ reported 3Q16 net profit of […]
Read More →The Thai stock market has been rather volatile because rumours of the King’s health in September and his unfortunate recent passing. A lot of questions were asked throughout the market regarding how on earth did the market rebound so quickly the day of the event. Some say it’s a “Sell the rumour, buy the fact” others point […]
Read More →APCO APCO will increase capital, issuing 238.37mn shares as a rights offering. It plans to do a JV with three companies in Oct-Nov. It plans to expand its distribution channels to expand 2017 revenue. (Khao Hoon, 20/10/16) Comment: Distribution channels is the name of the game for MLM companies like APCO BA BA expects […]
Read More →AMATA AMATA expects to sell 1,000 rai this year even though it has sold only 300 rai so far. It is negotiating with a Chinese investor and expects to finish the deal in 4Q16. It expects the plan to invest in an industrial estate in Myanmar to conclude in 2016. It plans to get into […]
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