My Thai Broker's Daily Share Picks.

This topic contains 25 replies, has 1 voice, and was last updated by Hoonzilla Hoonzilla 1 year ago.

Viewing 11 posts - 16 through 26 (of 26 total)
  • Author
    Posts
  • #16
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Tue 14 March 2017

    Picks

    – CHG (BUY/Target Price Bt3.00): Be patient and margins will recover

    News

    (0) Aviation – U-tapao, high-speed rail top list
    (0) ADVANC – AIS unveils new 4.5G network
    (0) Finance – IBank aims to stay afloat with new partnerships
    (0) Property – Low-rises cut for Purple Line

     

    #17
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Wed 15 March 2017

    No picks

    News

    (0) GL – Group Lease attempts to reassure investors on loans
    (0) CHO – Cho Thavee shifts to service centres
    (+) LOXLEY – Loxley survival mode to update, overhaul
    (+) ITD – Italthai eyes huge revenue spur by 2021
    (+) M – MK peckish for global restaurant brands
    (+) THAI – Thai Smile ready for region
    (-) Media – Ad spending takes 4.2% hit in first two months

     

    #18
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Thur 16 March 2017

    No picks

    News

    (+) Bay – Krungsri Asset Management launches KFTSTAR-D
    (+) CP Group – CP to open Khon Kaen convention centre
    (+) PLAT – Platinum to splash out on wholesale hub
    (+) CENTEL – Central Group to build mall in Phnom Penh
    (+) TelCo – TOT secures 4G nod after legal tussle
    (+) Economy – Mexico offers zero tariff for rice import
    (-) IFEC – Power struggle intensifies at IFEC

    #19
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Fri 17 March 2017

    Picks

    – KSL (BUY/Target Bt7.75): Robust growth expected in 2Q17
    – RJH (BUY/Target Bt33.00): Key takeaway from analyst meeting

    News

    (+) BGrimm – B Grimm signs MoU for power line in
    (0) BAY Group – Krungsri Auto targets 10% growth in loans
    (-) THAI – THAI delays affiliate strategy
    (+) Economy – Exports to grow 8% on value-added items
    (+) Economy – Mexico grants Thailand rice quota
    (+) Economy – TDRI urges wide swath of reforms
    (0) Economy – Roadmap for EV industry expected this month

    #20
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Mon 20 March 2017

    Picks

    – KSL (BUY/Target Bt7.75): Attractive valuations again!

    News

    (+) SCB – SCB Digital Ventures to splash out $50m
    (0) NUSA – Nusasiri focusing on reducing risk
    (+) Property – Bangkok luxury condo price soars to new record
    (+) Economy – Now is the time to invest, Myanmar

    #21
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Wed 22 March 2017

    Picks

    – MINT (BUY/Target Price Bt42.00): Time to reload
    – GPSC (BUY/Target Price Bt38.00): Ignite the SPP theme, enlighten GPSC

    News

    (+) THG – THG revenue rises on service provision
    (+) DT Group – DTGO eyes expansion abroad
    (0) ANAN – Ananda CEO urges development of smart city
    (0) Economy – New ToR for double-track rail projects expected in two weeks
    (0) Economy – Policymakers ready for gas disruptions
    (-) Economy – Land and buildings tax draft gets nod

    #22
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Thur 30 March 2017

    Picks

    – SCCC (BUY/Target Price Bt340.00): Yield story evolves into a growth story

    News

    (+) SIRI – Sansiri plans B19bn worth of projects, mainly low-rise
    (+) KTB – KTB’s loan growth rallying after slow start to 2017
    (+) Commerce – Siam Piwat expands global partnerships
    (+) Economy – PPP puts six more projects on fast track
    (+) Energy – Alro clears wind farm development
    (+) Tourism – Dusit in Japanese venture
    (0) Energy – Call for speed on Gulf oil bids
    (-) Auto – Thai car parts may feel Trump policy sting

    #23
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Mon 3 April 2017

    Picks

    – SAMTEL (BUY/Target Price Bt17.50): Big govt project hunting season opens

    News

    (+) BEM – BEM told to expedite Hua Lamphong-Bang Khae rail start
    (+) AAV – AirAsia JV in Vietnam aimed at expanding SE Asia operations
    (+) JMART – Jaymart aims for camera lead with store chain
    (+) IPO – Mudman IPO set for B5.25 a share
    (+) Auto – SAIC Motor-CP mulls export of MG cars
    (0) Food – 158 cheap PTT eateries to open
    (0) Property – Condo glut weighs on project launches

    #24
    Hoonzilla
    Hoonzilla
    • Posts: 99

    5 April 2017

    Picks

    – Residential Property (NEUTRAL): Big plans, but let’s see how it goes
    – EGCO (HOLD/Target Price Bt241.00): Valuation upside restricted despite recent acquisition
    – SCC (BUY/Target Price Bt620.00): Short-term subdued story in the price

    News

    (+) GGC – GGC expects to raise B3bn from second quarter IPO
    (+) TVO – TVO mulls new plants following record year
    (0) SCB – SCB to stay sharp with staff shake-up
    (0) Auto – Tesla overtakes giant Ford in market cap
    (+) Economy – GSB builds up Bt50 bn war chest to back loan needs
    (+) Economy – Cabinet approves investment in new Bang Pakong power plant
    (+) Economy – BOI OFFERS MORE TAX PRIVILEGES IN EEC

     

    #25
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Monday 10 April 2017

    Pick

    – PSH (HOLD/Target Price Bt23.60)

    News

    (+) BBL – BBL opens fintech accelerator scheme
    (+) TPP – New public-private EEC arm to be formed
    (0) Gold – Roll-out of Gold-D uncertain as TFEX lags
    (+) Economy – Small retailers to get govt aid
    (0) Auto – Electric vehicle makers focus on range, recharging and inductive charging

    #26
    Hoonzilla
    Hoonzilla
    • Posts: 99

    Monday 17 April 2017

    Pick

    – AU (BUY/Target Price Bt14.20)

    News

    (+) AOT – Spending boost for regional airports.
    (0) BEC – BEC-Tero sees good times ahead.
    (0) Property – State land rents based on ROA.
    (0) Commerce – Thai e-commerce player expands services, aims to support 620,000 stores
    (+) Economy – Signs of an improving global economy
    (0) Media – Social media dominates online ad market
    (0) Auto – Global carmakers converge on China as rare slowdown looms

Viewing 11 posts - 16 through 26 (of 26 total)

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