thcom | ThaiCapitalist

Aug10 6

AIS AIS pushes for joint venture with TOT, Mobile leader wants to rent telecom towers – Mobile leader Advanced Info Service Plc (AIS) has submitted a joint-venture proposal to TOT Plc to operate telecom tower sites after its mutual second-generation (2G) mobile concession expires next month. (Bangkok Post, 10/8/15) Comment: Well they need it given […]

Jul23 0

BAY BAY revised down loan growth from 7-9% to 4-6% (excluding loans transferred from BTMU) in response to the slow economy. It reported 2Q15 earnings of Bt4.4bn (+25.9%YoY), 1H15 profit was Bt8.8bn. (Thun Hoon, 22/07/15) Comment: BAY is a special case within the financial sector with its new shareholder driving new loans from Japanese Corporates. […]

Jul07 4

ADVANC ADVANC expects 2Q15 sales to drop more than 10-20% on the slow economy, though internet utilization will still grow. ADVANC says the company is not worried about sales as there are more than 10mn prepaid subscribers who do not register. (Khao Hoon, 07/07/15) Comment: That’s a huge drop for ADVANC. CHO CHO expects to […]

Jul06 4

BTS MRTA plans to negotiate with BTS to operator the Green Line (Bearing-Saput Prakan) rather than putting it up for bidding. (Khao Hoon, 06/07/15) Comment: Well because BTS already operates every other part of the BTS, the question is only down to politics and fee-arrangements now CGS CGS acting as financial advisor for Ankor Kasemkam […]

Jul04 4

ADVANC ADVANC and TOT plan to invest in mobile-broadband business which is expected to be finalized in 3Q15. ADVANC expects 2H15 revenue to grow 4% which consists of 30% growth from data service revenue. (Khao Hoon, 02/07/15) Comment: I do think this will kill JAS and most likely hurt True substantially as well. AIRA AIRA […]

Jun16 2

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, […]

May28 0

ABC ABC expects to report net profit in 3Q15 after a loss of Bt32mn, with revenue of Bt3bn. It plans to expand to E-commerce by launching an application with a credit card point redemption campaign. (Khao Hoon, 26/05/15) Comment: I still have extreme doubts on ABC’s business, perhaps they’ll allow us to redeem credit card […]

May16 0

AAV AAV reported 1Q15 earnings at Bt506mn on Bt7.7bn revenue backed by tourism recovery. The rise in fares resulted in a better performance. (Khao Hoon, 15/05/15) Comment: The biggest winner in the aviation industry in Thailand ANAN ANAN will focus on condominiums located near the BTS in order to emphasize its positioning, the leading developer […]

May08 0

ADVANC 1Q15 earnings will be released today. Net profit is expected to grow 3% to Bt9.74bn benefitting from 54% growth in revenue from sales and 7% growth in revenue from service. Net profit this year is estimated to hit Bt42.81bn, 17%growth. (Khao Hoon 08/05/15) BIGC 1Q15 earnings grew 14.6% YoY from sale promotions to Bt1.44bn, […]

May06 0

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 […]

ThaiCapitalist

Insights into the SET Index & Thai Stocks

Tag: thcom

Stocks in the news (ais, ait, beauty, css, emc, forth, genco, hmpro, ivl, itd, mdx, nbc, nlc, pstc, pttgc, qh, scn, sgp, smart, spcg, tfd, thai, thcom) 10.08.15

Stocks in the news (bay, bkd, bwg, cpl, drt, genco, gpsc, ktb, nch, sawad, scc, seafco, sgp, svi, thai, thcom, tpipl, vgi) 22.07.15

Stocks in the news (advanc, cho, cpf, dna, match, ml, nch, nusa, pae, ps, salee, samco, sawad, scp, smm, tae, tasco, thcom, uac) 07.07.15

Stocks in the news (bts, cgs, dcon, ea, egco, ktb, oishi, nch, nusa, pps, sena, tk, top, thcom, tpoly, tvd, ureka, uwc, wha) 06.07.15

Stocks in the news (advanc, aira, amata, bdms, ci, ea, earth, ecf, gunkul, ifec, kbank, kiat, mtls, pf, pico, prin, ptg, rwi, sim, scc, takuni, thcom, tpch, vibha) 02.07.15

SET Semi-annual Index Changes

Stocks in the news (abc, bcp, beauty, bla, cho, ck, css, epco, irpc, ldc, mpg, pca, psl, pttgc, rcl, siri, star, thcom, trubb, tsr, wiik) 26.05.15

Stocks in the news (aav, anan, bcp, ccp, ecf, epco, jsp, ktc, ptg, rs, sawad, sc, tasco, thcom, trc, uac, vng) 15.05.15

Stocks in the news (advanc, bigc, city, lpn, ptg, sena, slp, sithai, susco, svi, thcom, ticon, tpch, vgi) 08.05.15

Stocks in the news (ccp, cbg, ck, crane, cyber, gfpt, hemraj, jasif, ktb, mdx, ptt, pttep, sawad, siri, super, thcom, trc, utp) 06.05.15