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.