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สุดยอดหุ้น Turnaround

สุดยอดหุ้น Turnaround. โดย ยศพณ แสงนิล , CFA. Bangkok Metro Company Limited. Catalyst#1. Return to profitability in 2017. Catalyst#2. The next fare rate hike will start on October 2, 2014. Catalyst#3. Lower finance costs. Catalyst#4. Growing property projects along the BMCL lines.

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สุดยอดหุ้น Turnaround

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  1. สุดยอดหุ้น Turnaround โดยยศพณแสงนิล, CFA

  2. Bangkok Metro Company Limited

  3. Catalyst#1 • Return to profitability in 2017

  4. Catalyst#2 • The next fare rate hike will start on October 2, 2014

  5. Catalyst#3 • Lower finance costs

  6. Catalyst#4 • Growing property projects along the BMCL lines

  7. Catalyst#5 • Winning future project biddings

  8. Catalyst#6 • BMN to IPO next year

  9. Catalyst#7 • Infrastructure fund

  10. Catalyst#8 • Possibly smaller payments to MRTA

  11. Valuation • Sum of parts valuation (1.85) + blue line (.60) + reduction in payments to MRTA (.50) = 2.95 • Upside 74%

  12. Benefits & Conclusion • Benefits: More confident in buying BMCL • Conclusion: Upside 74%; สุดยอดหุ้นTurnaround

  13. Q&A

  14. “There can be no great accomplishment without risk” Neil Armstrong

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