Thailand Infrastructure and REIT Conference
Transcription
Thailand Infrastructure and REIT Conference
Thailand Infrastructure and REIT Conference Bangkok: 9-10 February2015 Company Profiles 34 Confirmed Corporates as of Thursday 29 January 2015 Company Name Ticker Advanced Info Service ADVANC TB Ms Nattiya Poapongsdakorn, Head of Investor Relations Mr Siraphop Paphatthananan, Investor Relations Mr Watid Wattapanich, Investor Relations Airports of Thailand AOT TB Mr Artorn Spuntupongse, Deputy Director Amata AMATA TB Mr Steven Siew, Senior Vice PresidentAccounting & Finance, Information Technology & Investor Relation Ms Naruporn Ananpongsuk, Investor Relations Executive 576.6 2.3 Amata Corporation Public Company Limited develops industrial estates primarily served for manufacturing plants and factories. The Company acquires land and develops essential infrastructure and facilities ready for industrialized operations. Ameta also has overseas investments in Vietnam. AP Thailand AP TB Ms Chidapa Amralikit, Deputy Chief Financial Officer Ms Sukonrut Rungcharoenpong, Head of Corporate Finance and Accounting 645.1 4.1 AP Thailand PCL is a property development company. The Company develops residential property projects in Bangkok areas as well as manufactures and distributes precast concrete products. Bangkok Bank BBL TB Ms Chaliga Saengudomlert, Vice President, Investor Relations Manager Ms Kullawee Mingkwansuk, Assistant Vice President Investor Relations 11,588.2 32.7 Bangkok Bank Public Company Limited provides various banking and financial services including commercial, consumer, credit card, and mortgage lending, international trade financing, investment banking, and securities services. Bangkok Expressway BECL TB Mr Tanavat Vanadit, Deputy Manager, Investor Relations Mr Kitti Aphonrat, Assistant Managing Director Mrs Suttida Sukhanindr, Assistant Managing Director Ms. Pannchita Trivisvavet, Investor Relations Manager 1,059.0 1.4 Bangkok Expressway Public Company Limited operates expressways in Bangkok. The Company undertakes construction and project management of expressways and other relevant projects in Bangkok under a 30-year contract with the Expressway and Rapid Transit Authority of Thailand (ETA), starting from March 1, 1990 to February 28, 2020. BTS Group Holdings BTS TB Mr Daniel Ross, Finance Director 3,925.6 16.5 BTS Group Holdings PCL is primarily in the business of Mass Transit. The Company operates Bangkok's BTS SkyTrain system and the Bus Rapid Transit (BRT) System. BTS Group Holdings PCL is also involved in Media & Advertising, Property Development, and Services business. BTS Rail Mass Transit Growth Infrastructure Fund BTSGIF TB Mr Daniel Ross, Finance Director 1,865.2 1.0 BTS Rail Mass Transit Growth Infrastructure Fund is a closedend fund incorporated in Thailand. The Fund's objective is to achieve income. The Fund invests in the Core BTS Sky Train System from BTSC, which includes the Core Sukhumvit Line & the Core Silom Line. Central Pattana CPN TB Ms Naparat Sriwanvit, Executive Vice President Ms Supatcha Lohwanitchai, Investor Relations 6,647.1 7.5 Central Pattana Public Company Limited and its subsidiaries develop properties including shopping centers, condominiums, and office, for sale and rental. The Company's projects include Central Plaza Lardprao, Central Plaza Ram-indra, Central Plaza Pinklao, Central Festival Center Pattaya, and Central Plaza Ratchada. Central Plaza Hotel CENTEL TB Dr Ronnachit Mahattanapreut, Senior Vice President-Finance & Administration Ms Nanthawan Vatcharakomolpun, Group Asset Management Director Ms Siwichaya Limumetee, Investor Relations 1,406.2 2.6 Central Plaza Hotel Public Company Limited owns and operates hotels and restaurant chains. Hotels owned by the Company include Central Plaza Hotel and Central Grand Plaza Hotel in Bangkok, Sofitel Central Hotel in Huahin, and Central Samui Beach Resort in Koh Samui. Restaurant chains include Kentucky- Fried Chicken (KFC), Mister Donut, and Baskin-Robbins. CK Power CKP TB Dr Supamas Trivisvavet, Managing Director 662.4 CPN Retail Growth Leasehold Property Fund CPNRF TB Ms Pijittra Trirattanathada, Senior Vice PresidentSCBAM 6.8 CK Power Ltd. develops and generates power. The Company operates in Thailand. 0.5 CPN Retail Growth Leasehold Property Fund is a closed-end fund incorporated in Thailand. The Fund invests in shopping complex projects: Central Plaza Rama II, Central Plaza Ratchada-Rama II, & Central Plaza Pinklao. Source: Bloomberg Updated as of 29/01/2015 Attendees Page 1 of 3 MKT CAP ADTV Description (US$m) (US$m) 23,904.1 44.3 Advanced Info Service Public Company Limited is granted a 25-year concession expiring the year 2015 by the Telephone Organization of Thailand to provide cellular phone services. The Company provides analog mobile phone services through the Nordic Mobile Telephone (NMT900) network, and digital phone services through the Global Systems for Mobile Communication (GSM) network. 14,694.5 1,166.7 20.8 Airports of Thailand Public Company Ltd. operates the Bangkok International Airport (Don Muang). The Company also operates provincial airports in Chiang Mai, Chiang Rai, Hat Yai, and Phuket. It is developing the New Bangkok International Airport (Suvarnabhumi). Thailand Infrastructure and REIT Conference Bangkok: 9-10 February2015 Company Profiles 34 Confirmed Corporates as of Thursday 29 January 2015 Company Name Ticker Electricity Generating EGCO TB Gunkul Engineering GUNKUL TB Mr Somboon Aueatchasai, Managing Director MrThitipong Techaratanayuenyong, Chief Financial Officer Ms Chantra Jongjamareeseethong, Vice President, Investor Relations Home Product Center HMPRO TB Ms Wannee Juntamongkol, Senior Vice President 3,270.9 5.4 Home Product Center Public Company Limited is a retailer of building materials and home improvement products. Indorama Ventures IVL TB Mr Richard Jones, Vice President - Investor Relations & Corporate Communications Mr Vikash Jalan, Joint Vice President - Strategy, Planning and Investor Relations 3,087.2 6.6 Indorama Ventures PCL manufactures and distributes polyethylene terephthalate ("PET"), purified terephthalic acid ("PTA") and related products, polyester fibers and yarns, and wool products. Krung Thai Bank KTB TB Mr Kaival Pongnontakul, Senior Vice President Ms Varin Pinijsathil, Financial Vice President 10,054.1 31.7 Krung Thai Bank Public Company Limited is a state-owned commercial bank offering various banking and financial services including commercial, consumer, credit card, and mortgage loans, as well as provident fund management, foreign exchange, and international trade financing services. The Bank is majority owned by the Financial Institutions Development Fund. LPN Development LPN TB Mr Opas Sripayak, Managing Director Mr Suriya Suriyabhivadh, Research and Development Department Manager, Investor Relations Manager 1,095.2 4.4 L.P.N. Development Public Company Limited develops real estate. The Company's projects include residential, commercial and office buildings. Ratchaburi Electricity Generating Holding RATCH TB Ms Ananda Muthitacharoen, Head of Investor Relations Department Mr Wutthichai Tankuranand, Chief Financial Officer 2,808.4 Samart SAMART TB Mr Pracha Phathayakorn, Executive Vice President, Group Chief Financial Officer Mr Pongthep Vichaikul, Senior Manager - Investor Relations Ms Manita Jirananthawat, Investor Relations Siam Cement SCC TB Mr Chaovalit Ekabut, Chief Financial Officer Mr Wachara Iamsakun, Investor Relations Manager Mr Kulachet Dharachandra, Corporate Planning Director Ms Montakan Narach, Assistant Investor Relations Ms Nuchjaree Kor-anantachai, Assistant Investor Relations Siam Future Development SF TB Ms Panravee Pongpan, Vice President -Finance Division Mr Kittinanth Sumruatruamphol, Chief Financial Officer Sino-Thai Engineering & Construction STEC TB SPCG SPCG TB Source: Bloomberg Updated as of 29/01/2015 Attendees MKT CAP ADTV Description (US$m) (US$m) Mr Piya Jetasanon, Chief Financial Officer 2,827.6 2.9 Electricity Generating Public Company Limited is an electric Ms Charunun Chokjarernwanit, Investor Relations utility holding company. The Company, through its two major subsidiaries, produces and supplies electricity to the Electricity Generating Authority of Thailand (EGAT), under long term power purchase agreements of 20 and 15 years. It also operates energy related businesses through joint ventures. 809.2 5.6 Gunkul Engineering PCL is a power generation and engineering company that supplies hardware and accessory products used in electrical power transmission and distribution systems. - Ratchaburi Electricity Generating Holding Public Company Limited, through its wholly owned subsidiaries, operates a 3,645 megawatt power plant comprising the thermal generating units and the combined cycle generating Units. Its power output is sold entirely to the Electricity Generating Authority of Thailand (EGAT) under a 25-year purchase agreement. 1,269.6 8.6 Samart Corporation Public Company Limited develops satellite communication systems, supplies various system types of television signals, and provides mobile multimedia content as well as enterprise network solution services. The Company also distributes telecommunication products, and provides mobile phone service and air traffic control service in Cambodia. 17,655.8 18.7 The Siam Cement Public Company Limited is a diversified industrial company. The Company's operations include cement manufacturing, petrochemicals manufacturing, paper manufacturing, building product manufacturing, and distribution. 306.0 - Siam Future Development Public Company Limited provides property development and management services. The Company concentrates on shopping center projects and provides services in all phases of development including site selection, estate development, consultant services, marketing services, as well as offering co-investment. Ms Chatra Punnarujawong, Vice President Finance and Investment Mr Vallop Rungkijvorasathien, Chairman of The Board of Executive of Directors 1,206.4 12.0 Sino Thai Engineering & Construction Public Company Limited provides engineering and construction services to the public and private sectors. The Company's activities include energy project construction, building construction, industrial plant construction, environment project construction, as well as transportation project and infrastructure construction. Ms Wandee Khunchornyakong, Chief Executive Officer 819.6 Page 2 of 3 3.7 SPCG PCL is an alternative energy company that is developing solar farms. The Company is developing solar farms located in the Northeastern region of Thailand. Thailand Infrastructure and REIT Conference Bangkok: 9-10 February2015 Company Profiles 34 Confirmed Corporates as of Thursday 29 January 2015 Company Name Ticker Attendees MKT CAP ADTV Description (US$m) (US$m) 935.8 0.5 Tesco Lotus Retail Growth Freehold & Leasehold Property Fund is a closed-end fund incorporated in Thailand. The Fund's objective is to achieve good returns. The Fund invests in freehold & leasehold of 17 shopping malls anchored by a Tesco Lotus hypermarket in cities including Bangkok and tourist destinations such as Krabi. Tesco Lotus Retail Growth TLGF TB Freehold & Leasehold Property Fund Mr Vorapon Techa-akrakul, Head of Property Management Thai Airways International THAI TB Mr Raj Tanta-nanta, Vice President - Corporate Finance Department The Erawan Group ERW TB 380.8 TICON Industrial Connection TICON TB Mrs Kamonwan Wipulakorn, President Ms Kanyarat Krisnathevin, Executive Vice President & Chief Financial Officer Mr Virapan Pulges, Managing Director Mr Samart Rusmeerojwong, Chief Investor Relation Mr Amorn Chulalucksananukul, Managing Director of TICON Management TRC Construction TRC TB Mr Smai Leesakul, Chief Executive Officer Mr Pasit Leesakul, Vice President Ms Ounruen Sujarittham, Finance & Investor Relations Manager & Company Secretary 128.0 TRUE Telecommunication Growth Infrastructure Fund TRUEIF TB Ms Pijittra Trirattanathada, Senior Vice PresidentSCBAM 2,041.8 4.0 TRUE Telecommunication Growth Infrastructure Fund owns telecommunications towers and other related passive telecommunications infrastructure for mobile telecommunications services. True Telecommunication also owns core fiber optic cable grid and related transmission equipment and an upcountry broadband system. TTW TTW TB Mr Somkiat Pattamonkolchai, Financial Director Ms Vanida Sirichoompun, Investor Relations Officer 1,467.6 1.5 TTW PCL is a water utility company that supplies water in the provinces of Nakorn Pathom and Samut Songkram. VinaSecurities Unlisted Mr Adrian Cundy, Head of Research - - VinaSecurities is a leader in providing the finest in investment thoughts, products and execution for companies and institutional investors from around the globe. Our people, thought leadership and product offerings across Corporate Finance, Sales and Trading and Research serve the diverse needs of our clients and are consistently praised for setting new standards of quality in Vietnam. Vingroup VIC VN Mr Minh Do, Chief Investment Officer, Head of International Finance and M&A Ms Diu Nguyen, Deputy Chief Executive Officer, International Finance and M&A 3,334.1 WHA WHA TB Mr Arttavit Chalermsaphayakorn, Chief Financial Officer 964.8 Source: Bloomberg Updated as of 29/01/2015 Page 3 of 3 1,108.4 647.6 3.7 Thai Airways International Public Company Limited is Thailand's national airline providing air transportation, freight and mail services on domestic and international routes including Asia, Europe, North America, Africa and South West Pacific. The Company is a state enterprise which is controlled by the government and partly owned by the public. 1.7 The Erawan Group Public Company Limited develops and operates luxurious hotels, office buildings and shopping centers in the heart of Bangkok. 4.0 Ticon Industrial Connection Public Company Limited develops industrial estates for sales and rentals. The Company acquires land in industrial estate zones promoted by the Board of Investment of Thailand, and develops standard factory buildings for immediate occupancy by tenants. Ticon also assists its tenants in obtaining licenses and approvals, work permits, modifications and utilities. 1.4 TRC Construction PCL offers engineering and construction services. The Company serves the oil and gas, petrochemical, and pharmaceutical industries. 3.7 Vingroup JSC develops real estate properties, manages and leases commercial and entertainment locations at Vincom Tower. Vingroup secondary activities also include other real estate operations, advertising and media and brokerage activities through its subsidiaries. 3.4 WHA Corp PCL is a built-to-suit distribution center and factory developer in Thailand.