MSCI Semi-Rebalancing: Thailand has 11 changes
Changes in constituents for the MSCI Global Standard Indexes which will take place as of the close of May 31, 2016. MSCI Thailand: (+2) EGCO, ROBINS (-) […]
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Stocks in the news (com7, ea, fire, fpi, gl, hmpro, iec, ihl, major, mfec, sc, solar, sprc, thcom, ttcl, uac) 15.01.16
COM7 Local institution is interested in COM7 shares because of its strong fundamental. It plans to invest in Hobby Plus to increase revenue. It targets 2016 revenue growth of 15% aided by focusing on online market and expanding its customer base. (Thun Hoon, 15/01/16) Comments: It’s been on a tear in the past few months, […]
Read More →Management Trades – Dec ’15
Notable Transactions Buy(s) THB 6.3 bn -KCE, BA, TTCL, RS, SAM, SPALI, MAJOR, WHA, SCC, IFEC, BBL, DCORP, BLAND, JMART, TU, SOLAR, TVO, NSI, CBG, SUPER, NMG Sell(s) THB 15.0 bn -BEC, KCE, SAWD, COL, UNIQ, MAX, AP, SAM, JSP, MAJOR, SRICHA, ITD, BA, TMC, AAV Note: Transactions shown are trades above THB 20 mn
Read More →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 […]
Read More →Stocks in the news (akr, cpall, epco, mc, mill, ndr, pf, ple, sf, tndt, tsr, ttcl, tu) 05.12.15
AKR AKR expects 4Q15 earnings to be highest backed by Bt500mn in transfers which achieved 2015 target revenue. It expects 2016 revenue of Bt3.2bn (+60%) aided by government projects. It expects to get a 9MW PPA for an agricultural cooperative solar farm in December. It expects to get Bt4bn in electric transformer projects. (Thun Hoon, […]
Read More →Stocks in the news (abc, com7, csp, ctw, dcorp, forth, iec, ktc, lph, mtls, ncl, pmta, pttep, tsk, ttcl) 23.11.15
ABC ABC plans to do M&A and acquisition. It is talking to acquire two property projects and expects the deal for one to be concluded this year. It plans to launch the Bt2.5bn ABC Residential condo. It plans to introduce a new service “E-Payment” in December. (Khao Hoon, 23/11/15) Comment: We are still confused about […]
Read More →Stocks in the news (bwg, ci, cpf, dtac, egco, gunkul, mtls, nch, rich, tfg, tpoly, true, ttcl, wha) 09.10.15
BWG BWG has strong fundamentals, high retained earnings and no debt with D/E at 0.62X. It expects profit growth of over 30% in 2015 supported by expanding its customer base. The company expects profit of 35-40% in 2016 due to more customers from BOI and booking sales from 9.4MW power plant. (Than Hoon, 9/10/15) CI […]
Read More →Stocks in the news (ajd, bcp, bts, brr, dtc, global, hmpro, lhk, mcot, mcs, ps, qtc, samco, ttcl, thana, thai, wice) 10.09.15
AJD AJD’s board of director has approved the rising capital in the amount of Bt80mn (800mn shares at Bt0.1/share par value). This will increase registered capital to Bt550mn (from Bt470mn). (Krungthep Turakij, 10/09/15) Comment: And are you surprised by this? BCP BCP to list renewable energy arm. The state-majority-owned Bangchak Petroleum Plc (BCP) plans to […]
Read More →Stocks in the news (cwt, ea, epco, ifec, intuch, kbank, ktc, nwr, pae, preb, rml, solar, syntec, tapac, tisco, ttcl, tmi, tsr, tuf, vte) 14.07.15
CWT CWT plans to invest in waste power plant, expects to sign PPA next month. It expects 2015 revenue of Bt1.2bn benefitting from cooperation with Japanese partner to expand abroad. (Thun Hoon, 14/07/15) Comment: CWT has been one of those companies that has at times looked quite cheap, but according to long term market investors, […]
Read More →Stocks in the news (akr, amata, cei, cho, cpn, egco, hotpot, ktb, nncl, pf, pttep, sappe, siri, sorkon, spali, spcg, ttcl, wha, wiik) 22.05.15
AKR 2Q15 earnings expected to outperform. AKR will sign a contract for an electric transformer project worth Bt100mn with EGAT next week. The company is preparing for upcoming bids, expecting to win 10-15% of the Bt4bn up for bids. It plans to invest Bt1.2bn in a solar power plant. (Thun Hoon, 22/05/15) Comment: Perhaps with […]
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