AGE AGE says The logistics and warehouse service business has a good outlook next year, as it expects to receive Bt500mn revenue. It plans to close the deal to set up a joint venture with a Chinese partner in 2017 and raise revenue proportion from overseas to 20%. It also expects revenue to grow by […]
Read More →Notable Transactions Buy(s) THB 75 mn BLAND – He hasn’t stopped buying for the past…well since I’ve started tracking management trades Sell(s) THB 384 mn THANI – A director sold off 30 million shares BTS – A rare transaction over at BTS, some warrants sold by the founder. Note: Actual period was 16/10 – 27/10
Read More →With oil prices and other commodity prices coming up, its helped to keep the market buoyed. 3 q earnings are nearly all out, another 10 days left, nothing looks to pretty, but the YoY’s may look better for certain names esp consumer related spending.
Read More →Exports are rocking So despite all the news that the THB is strengthening too quickly exports are continuing to climb for Thailand and the trade surplus continues to enlargen further. Though some clever analysts are pointing out that half of the increase is price inflation. She said exports to the traditional key markets of […]
Read More →Adding money to the low-income card rejected. The government nixed the suggestion to add more money to top up the old one to Bt700-800 per month since it is afraid of being deemed as an association for big players in the commerce industry. (Thairath, 18/10/17) Industry sector confidence increasing to reach 6-month high. F.T.I reports […]
Read More →APICO Hitech Public Company Limited (SET:AH) President and Chief Executive Officer, Mr. Yeap Swee Chuan discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history and business model of AH. In the beginning, we were doing the assembling and distributorship of Ford automobiles and eventually as a […]
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 →DTAC DTAC reports 3Q17 net profit of Bt601mn, decreasing 8.8% with 9M17 net profit of Bt1.5782bn decreasing by 23.50%. However, it reports strong EBITDA margin of 41% as a result of adapting a digital platform to its main business. (Khao Hoon, 19/10/17) Comment: EBITDA seems to be the way people are valuing DTAC, hence the […]
Read More →BIZ BIZ plans to launch a specialized cancer hospital collaborating with five specialists in cancer in order to expand its customer base and attract foreigners in tandem with the upcoming EEC. It targets Bt100mn revenue per year. It is preparing to negotiate 3-4 deals for the sale of cancer treatment machines worth Bt500mn next year. […]
Read More →Notable Transactions Buy(s) THB 36 mn BLAND – The only major buyer this week is this owner as he has been doing for the past..decade or so Sell(s) THB 132mn FN – It’s no longer pricing in the growth potential from the new malls that they are opening, but perhaps deservedly so? FN doesn’t seem […]
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