Tag: ticon

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Stocks in the news (aqua, banpu, bgt, demco, earth, eastw, eforl, epg, gunkul, ratch, sithai, takuni, ticon, ttcl, tu) 14.12.15

AQUA AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15) Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh! BANPU BANPU plans to restructure its business with a focus on power. It expects to increase capacity […]

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Stocks in the news (acap, akr, brock, bts, epg, fsmart, ifec, jmt, kiat, ticon, tkt, tpoly, tu, tvt, uniq) 24.11.15

ACAP ACAP reported 3Q15 net profit of Bt3.82mn backed by loan growth. It expects 2016 revenue to be good as it focuses on SME loans. It targets Bt600mn in SME loans in 2016. (Khao Hoon, 24/11/15) Comment: That is their existing business line, there were talks that it was going to expand into other businesses […]

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REITs are a go!

The other day the cabinet came out with a ruling that: Approved the waiver of value added tax, specific business tax & stamp duty for transferring assets from property funds into REITs. Approved the waiver of income tax for unit-holders of property funds that are converted into REIT So what? This should pave the way […]

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Stocks in the news (akr, aot, cwt, intuch, ilink, jmt, kiat, lpn, pf, samart, smpc, takumi, ticon, tmill, tu, vng, vgi, wha) 16.10.15

AKR AKR expects 2016 revenue of Bt3.2bn (+60%) on the back of alternative energy and government projects (moving cables underground). It expects this to increase demand for transformers. It is talking to a prospective partner to invest in alternative energy. It plans to invest in 20MW agricultural solar. It plans to bid for a transformer […]

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Stocks in the news (banpu, brock, bsm, dcon, dtac, fire, gl, pjw, s, scc, scn, spa, t, takuni, ticon, tndt, tuf, umi) 09.08.15

BANPU BANPU plans to list subsidiary Banpu Power (BPP) on the SET in 1Q16. It targets an increase in electricity capacity from 1,878MW to 2,700MW to 4,000MW in the long term. (Khao Hoon, 09/09/15) Comment: This should change the value proposition in BANPU dramatically. BROCK BROCK is talking to three prospective partners to invest in […]

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Stocks in the news (asimar, ba, ccp, ci, eforl, gfpt, kiat, ktb, lanna, match, ncl, paf, ple, solar, stpi, tasco, ticon, true, vng) 24.08.15

ASIMAR ASIMAR says it is looking for a partner. It targets 2015 revenue of 15-20% as it expects to get two more jobs in 3Q15-4Q15. It expects to book revenue from two Cambodian ships. It plans to focus on ship maintenance jobs to increase margin from 10-30% to 50%. (Thun Hoon, 24/08/15) Comment: ASIMAR has been looking […]

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Stocks in the news (advanc, aira, ajd, anan, bjchi, dcc, epg, gunkul, kbank, kkc, mono, perm, qh, ptt, rs, ticon, tndt, true, uniq, uwc, work) 03.08.15

ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]

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Management Trades 01/06 – 12/06

Notable Transactions Buy(s) THB 717 mn PF – The CEO buys a huge value, must’ve been an off the market transaction BA – And the owner still continues to buy back shares, again a huge value of THB 154 mn MINT – Heinecke obviously thinks the shares and warrants are a decent buy at these […]

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Stocks in the news (amata, cho, demco, esso, earth, fer, gunkul, hemraj, kkp, mcs, smt, super, ticon, tmb, trt, uwc) 20.05.15

AMATA MD says AMATA is preparing to set up REITs. The REITs will pool 88 industrial plants in AMATA Nakorn Chonburi and AMATA City Rayong. (Khao Hoon, 20/05/15) Comment: The main reasons to have any shares in AMATA at this point are because of its REIT and Amata Vietnam listing. CHO CHO expects to win […]

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

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, […]

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