AMATA AMATA believes it will reach its land sales target of 1000 rai. It is now negotiating with Chinese, Japanese, European, and US customers to buy 100 rai of land. The company says 2017 revenue will be higher than Bt4.7bn. ( Thun Hoon, 18/7/17) Comment: The share price had risen on the news of the […]
Read More →AMA AMA to buy a new ship worth Bt382mn. This is expected to be transferred on August 15 and record revenue in 3Q17. It says it expects growth in 2Q17 earnings and still targets 2017 revenue growth of 50%. (Khao Hoon, 17/7/17) AOT AOT reports eight bidders for the midfield satellite building 1. The auction […]
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 →ITD, CK, STEC, UNIQ, TRC and PLE sent documents for Hua-Hin and Prachuab dual-track projects worth Bt7.3bn. The e-auction will be held on 27 July 2017. (Khao Sod, 7/7/2017) Progress on Thai high-speed trains today. Rayong high-speed lines to connect Don Mueang, Suvarnabhumi, and Utapao airports worth Bt200bn. The auction will be held on November […]
Read More →AOT Treasury Department has asked AOT to provide a figure for the amount of commercial space it has and submit this within two days. For the new rental agreement, it is proposing to charge 5% ROA for commercial area in Suvarnabhumi airport. (Khao Hoon, 14/7/17) CPALL CPALL is planning to add 212 stores and targets […]
Read More →AQ AQ sold 34,140 million private placement shares worth Bt1.7bn. It is progressing on selling more shares and believes that this is a good signal to negotiate with KTB. (Thun Hoon, 13/7/17) Comment: This was supposed to be an up and coming property firm a few years ago to only have fallen apart in the […]
Read More →AP AP plans two condo projects under the ‘Life” brand worth Bt15.4mn. It believes revenue can its target of Bt12.4mn. (Thai Post 12/7/17) CPALL CPALL is issuing perpetual subordinated bonds worth less than Bt10bn with 5% interest rate for the first 5 years. (Thai Post 12/7/17) Comment: Refinancing their debt with lower and lower interest […]
Read More →BCP BCP is certain that 2017 earnings will reach target as oil volatility is not expected to affect earnings. Its EBITDA is targeted to grow at 20% with support from subsidiaries’ power plants. (Thun Hoon, 11/7/17) COM7 COM7 is expected to have 2Q17 earnings of Bt105bn or 30% growth, supported by sales of smart phones. […]
Read More →What’s interesting? The insurance sector continues its struggles over the past few years, Agri is getting weaker, automotives are still on a decent run. Anything new this week? Financials with TISCO leading earnings announcement.
Read More →Notable Transactions Buy(s) THB 40.8 mn n/a Sell(s) THB 71.1 mn ITD – And the owner continues selling
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