CHOW CHOW expects strong earnings in 2015 backed by full-year contribution from power plant business and rising steel price. Shareholders have approved listing its subsidiary on mai. (Khao Hoon, 08/04/15) Comment: The steel business is nothing for CHOW nor its value, everything here is fully related to its power plant. CSS CSS expects strong 1Q15 […]
Read More →ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]
Read More →AOT Flights and passengers up over New Year — AOT reports its statistics during the New Year holiday season (11 days) for six of its airports: total flights during the period were 22,218, up 9.4% YoY, and total passengers hit 3.6mn, up 15.7%. (Kao Hoon, 12/01/15) Comment: And this despite everything that has happened to Thailand in […]
Read More →CWT CWT expects 2014 revenue to reach Bt1bn. It is undertaking a study of the power business in hopes of starting a solar roof project with no less than 5-6MW in capacity. It expects this will help lower electricity costs for its factories and help increase revenue. (Kao Hoon, 09/10/14) Comment: I’ve been told by […]
Read More →Here are my thoughts on the above names: Asian Insulators (AI): The recovery in their earnings over the past 3 years have been outstanding, +300% in 2012, +36% last year and 1Q14 was already up +30%. Chularat Hospital (CHG): Potential takeover target for BGH and still a decent performer in the hospital sector Dcon Products […]
Read More →AJD AJD maintains triple revenue growth in 2014. It is confident it will be in the black in 2Q14 with higher revenue supported by seasonality. It will book revenue from set top box sales in 3Q14 and is aiming to do a joint venture with a Chinese company to access the game market this quarter. […]
Read More →Notable Transactions Buy(s) THB 51 mn EVER – A director buys a sizeable THb 33mn in this smallish property developer? Whats going on here….not surprising to find that there’s a lot of volume in the stock already. Sell(s) THB 137 mn ACAP – The chairman sells off a huge stake @ the 52 week high..hmmmm […]
Read More →Notable Transactions: Buy(s): THB 96mn A – Someone @ Areeya bought some thb 25 mn worth of shares, who? No idea b/c there’s no name on the SEC website just yet, have a look @ their chart, this stock just keeps growing and I have no idea why CPF – A director buys nearly THB […]
Read More →CHO Dividend this year — CHO is confident that it will be able to wipe out its accumulated losses in 3Q13 and start paying dividends this year, back to its dividend policy of no less than 40% of net profit. It expects 2013 revenues to achieve its targeted growth of 20%. It is waiting for […]
Read More →Sells > Buys; 5.6 bn vs 1.3bn Buys- AH, BANPU, BGH, BLAND, EPCO, GFM, JUTHA, KCE, PS, SIRI, TICON, TONHUA, TPIPL, TTA, TVI Sells – AMATA, BGH, BTS, GFM, KK, NWR, OFM, PPC, PS, SAMART, SCC, SIRI, TCC, TFI, TICON, TPIPL, TUF, VIBHA Note: All mentioned tickers have values of THB 20 mn in transactions […]
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