AMATA AMATA expects to sell 200 rai of land in 3Q15. It plans to sell assets in Vietnam to AMATAR. It plans to hold a roadshow for AMATA VN around Oct-Nov, with listing on the SET in 4Q15. It is budgeting Bt2bn to invest in industrial estate Amata Vietnam. (Khao Hoon, 21/08/15) Comment: I personally think AMATA […]
Read More →Notable Transactions Buy(s) – THB 2.7 bn TTA, SAMART, BA, TIW, TRC, A, PACE, MK, SPALI, TVO Sell(s) – THB 1.5 bn COL, SAMART, ACD, PTG, NDR, IHL, BSM, TPOLY, ROCK Note: Transactions shown are > THB 5 mn
Read More →AP AP expects 2015 net profit to mark a record high of Bt25.3bn. It targets presales of Bt28.3bn and already has Bt18bn. It expects to launch 15 new projects throughout the rest of the year, worth Bt24bn. (Khao Hoon, 27/07/15) Comment: Quite interesting that despite this economic malaise, AP is able to recognise revenue (the […]
Read More →BEAUTY BEAUTY expects 2015 revenue to grow 20% backed by SSS growth, new outlets, and new products. 2Q15 revenue is expected to achieve target. (Khao Hoon, 17/07/15) Comment: Given that they say Chinese travelers are one of their biggest customer segments, with the continued increase in Chinese tourists to Thailand, would this continue to have […]
Read More →These are the latest transactions (Above THB 20mn) for the month of June 2014 Total Buy(s) THB 1 bn Total Sell(s) THB 3.3 bn
Read More →Notable Transactions Buy(s) THB 219 mn AUCT – Strange transaction a match by the buyers/sellers on the market RS – This Sorat fellow has been constantly buying shares in RS for the past few years in order to become more prominent in RS TVO – A director buys a substantial stake in TVO, are margins […]
Read More →Notable Transactions Buy(s): BGH – This has been the story of the year with the President continuing to buy shares PS – Preuksa was the most affected property company last year because of the floods but they have rebounded quite well despite difficulties. Owner buys THB 148 mn TVO – Director of the company accumulates […]
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