Banpu - 500 Beiträge pro Seite

[Rednax]

Die Renditeaktie schlechthin!
innerhalb 4Jahre von 45 Cent auf 10 €. und ein ATH!

Daher ist aber zu diskutieren was nun?
Halten?
Verkaufen?

oder gar angesichts des asiatischen Energiehungers zukaufen?

Im letzte Quart. gab es eine Gewinnsteigerung um 69%.!!!!!


Wie sieht ihr das?

Gruß
Rednax

[Rednax]

Banpu steigert Gewinn um 69 Prozent

Bangkok 27.02.08 (www.emfis.com) Banpu hat im vierten Quartal einen Nettogewinn von 1,98 Milliarden Baht erwirtschaftet. Gegenüber dem Vorjahr entspricht dies einem Zuwachs von 69 Prozent. Die Markterwartungen hatten laut „Reuters“ lediglich bei 1,92 Milliarden Baht gelegen. Für das Gesamtjahr 2007 ergibt sich daraus ein Gewinnanstieg von 84 Prozent auf 6,65 Milliarden Baht.

Der Umsatz des größten thailändischen Kohleminen-Betreibers ging 2007 um 2,8 Prozent zurück. Dafür stieg der erzielte Durchschnittspreis je Tonne Kohle um 17 Prozent auf 43 Dollar. Durch den Verkauf mehrerer Beteiligungen wurde ein Sonderertrag von 1,16 Milliarden Baht erzielt, während das operative Geschäft im vierten Quartal durch schwere Regenfälle in Indonesien belastet war. Banpu verfügt über Minen in Indonesien, Thailand und China sowie über Beteiligungen an drei chinesischen und einem thailändischen Kraftwerk.

ist ja top!!!

Gruß
Rednax

[Rednax]

Coal boom prompts Banpu to double growth forecast
NAREERAT WIRIYAPONG

Banpu Plc, the country's largest coal miner, has doubled its revenue growth forecast for 2008, projecting sales will expand by 25% from last year's 32.4 billion baht on a sharp rise in coal prices.

Chief executive Chanin Vongkulsolkit said yesterday that the company based the latest projection on average coal selling prices of US$60 per tonne this year, up from the previous forecast of $50. The average price last year was $41.06, up 17% from 2006.

Banpu forecast sales volume would rise by 3.6% to 20 million tonnes this year, 19.5 million tonnes of which would come from Indonesian mines and the rest from local production.

''Earlier, we projected sales to increase by 12% but the sharp rise of coal prices seen over the first two months had prompted us to revise up the forecast,'' Mr Chanin said.

About 70% of the targeted sales volume has been agreed at an average price of $53 per tonne. Coal accounts to 80% of Banpu's revenue with the rest coming from power and steam businesses.

Mr Chanin said prices had been driven up by tight supplies due to reduced exports from coal producers, mainly in Australia and China. Global supply this year is forecast at 580 million tonnes, short of projected demand of 590 million.

Australia's exports are likely to miss the forecast of 111 million tonnes after several mines were closed by severe floods, while China's ban on exports in the face of high local demand will remove another four million tonnes a month from the world market.

In 2008, Mr Chanin said, Banpu would remain focused on its coal and power investments in Indonesia and China by seeking new opportunities.

Under its five-year investment plan through the end of 2008, the company plans to invest $333 million this year, of which $230 million would be for mergers and acquisitions, he said.

Banpu intends to expand its coal and power activities more aggressively in China, where it wants businesses of at least a similar size as its operations in Indonesia by the end of this year.

Its two mines in China are expected to produce 5.5 million tonnes of coal this year, up 25% from last year. Banpu also operates three power plants in China, contributing 12% of its total revenue.''We are looking for M&A deals in China, mainly in the coal-mining business,'' Mr Chanin said.

As well, the company will upgrade its Bontang Port in Indonesia to handle 18.5 million tones of coal, up from 12.5 million tones, this year.

Banpu also intends to start a renewable energy business this year. Four projects, including biomass, ethanol and wind energy, are being planned, focusing on Thailand for the first phase.

Banpu posted a record net profit in 2007 of 6.65 billion baht, up 84% from 2006. However, it said profit this year would be pressured by high oil prices. Oil accounts for 25% of its total costs.

This year, profit generated from coal is expected to reach 50% of the company's total gross margin, up from 37% last year. Banpu's debt-to-equity ratio at the end of last year was 0.14, allowing the company to seek more loans if required.

The company aims to arrange $2.8 billion in financing for its Hongsa power project in Laos by the end of this year.

Banpu shares closed yesterday on the SET at 480 baht, unchanged, in trade worth 993.5 million baht.

aha!!!

[Rednax]

ist schon ´ne komische Sache mit den Aktien und den Anlegern.
In eine Intershop investieren einige ganz wild, schreiben täglich unzählige Beiträge - dabei steht sie gerade an der Kippe naja

bei einer Banpu - die von 0,45 € auf über 10 € steigt, einigermaßen moderat bewertet ist und satte Gewinne einfährt -


folgt NICHTS
kein Posting, keine Diskussion, kein Interesse
hmmmm


Aber wie sagte es KonFuTse:
ein müder Hund wedelt seinen Herren nur einmal an!

was auch immer es heissen soll



Gruß

Rednax

[tradernumberone]

Antwort auf Beitrag Nr.: 33.532.061 von Rednax am 03.03.08 10:39:16

Mensch Rednax,
die Aktie ist doch schon gelaufen und hat mit dem Schwanz fertig gewedelt..

Deshalb mein Tipp:
Verkaufen und in Intershop investieren:

Intershop hat seinen Hype erst noch vor sich.

[Rednax]

Antwort auf Beitrag Nr.: 33.589.925 von tradernumberone am 08.03.08 22:14:43

Das ist eben die Frage!

Andererseits ist der asiatische Energiehunger nach wie vor enorm, und wird eher noch zunehmen!
Und bei einem Ölpreis von 107 $/b ist Kohle allemal interessant.

Rednax

[dr.hund]

Antwort auf Beitrag Nr.: 33.606.010 von Rednax am 11.03.08 11:17:53

Hallo Rednax,
bring bitte mehr Zitate von Konfutse, steh ich total drauf
Banpu isn Qualitaetswert, der seinen Weg weiter machen wird;
die mueden Hunde moegen bellen, aber Banpu zieht weiter.
intershop ist Lotterie.

[rohrberg]

Antwort auf Beitrag Nr.: 33.608.644 von dr.hund am 11.03.08 14:53:16

der seriöseste investor sagt (WARREN BUFFET) sinngemäss:

lerne erst eine firma kennen, dann kannst du investieren.

in den letzten 10 jahren ist banpu seriös gewesen.
und einer empfiehlt dir hier in intershop zu tauschen.
hoffentlich fälls du nicht darauf rein.

banpu ist wie gold

[Rednax]

Antwort auf Beitrag Nr.: 33.621.158 von rohrberg am 12.03.08 16:13:49

Tauschen in Intershop - niemals!!!

Die Frage lautet aber nach wie vor:

Kasse machen am ATH? (bzw. 18J-Hoch)

oder aber am Energiehunger Asiens eventuell weiter mitpartizipieren?

Fragen über Fragen.

Rednax

P.S. Thailand hat nach wie vor eine aktive Diktatur
andererseits ist Banpu in der Tat seriös geworden!!!!

[rohrberg]

Antwort auf Beitrag Nr.: 33.624.254 von Rednax am 12.03.08 20:11:42

die frage habe ich für mich endgültig verdrängt, weil sie mich in den letzten jahren öfter gequält hat.

bin ca 300% im plus.

banpu veröffentlicht regelmässig ohne negative überraschungen,
für heuschrecken sind die zu gross,
in D ist zwar der umsatz klein, aber regelmässig wird material aus dem markt genommen.
ich werde investiert bleiben, obwohl ich jeden morgen die börse in thailand mit spannung aufrufe.

die chinesen brauchen noch ca 10 jahre, bis ihr atomstrom überhaupt ein faktor ist.

ausserdem sehe ich im energiesektor für mich keine alternative.

[rohrberg]

heute an der set:

umsatz 5 120 900 stück bei einem kursplus von 6,86 %

sowas gab es zuletzt am 09.01.08

ist der knoten jetzt endlich geplatzt?

gibt es neue nachrichten?

ps: der durchschnittsumsatz beträgt zwischen 1 und 2 mio stück

[Steffen23]

Hat eigentlich schon jemand die Dividende erhalten?

Also bei comdirect ist trotz Nachfrage noch nix angekommen.

[Rednax]

harter Abschlag!
ich denke bei Kursen um 2 € steige ich wieder ein.
Eventuell der übertreibt der Markt noch etwas.
Denn Banpu ist und war einer meiner Börsenlieblinge und Grundsolide!!!

Was mich da nur stört sind die Thailänder/ besser ihr Militär

Gruß

Red.

[akummermehr [wO]]

Hiermit ist der Thread wieder eröffnet.

Viele Grüße
A. Kummermehr

[Steffen23]

Antwort auf Beitrag Nr.: 37.092.025 von akummermehr am 04.05.09 18:17:59

Besten Dank.

[Steffen23]

BANPU will jetzt auch in Australien aktiv werden.

"Investment Objectives:
support the expansion of coal mining and power business in Australia"


http://www.banpu.com/_admin/uploadfile/Report_toset_en251.pd…

[saecofan]

wie seht Ihr die Chancen bei BA?
Die kommt ja schon wieder fast an Ihre
alten ATHs ran?

Lohnt sich der Einstieg noch?

Möchte mir einige Kohletitel ins Depot legen

und habe BANPU auf der Watchlist

[Bakrieboy]

Antwort auf Beitrag Nr.: 37.150.427 von saecofan am 12.05.09 08:40:48

Ich glaube bei den meisten Kohlewerten in Asien ist der Zug erstmal abgefahren...da wir dort aber einige sehr übergekaufte Märkte haben(sieh dir nur mal Korea, China oder Indonesien an), würde ich auf einen Rücksetzer hoffen. Jetzt noch einsteigen kann mit gut nachgezogenen Stop Loss zwar klappen, du riskierst aber, genau auf dem Höhepunkt einzusteigen. Ich würde die prophezeite Korrektur abwarten.

[Steffen23]

Ergebnis erstes Quartal 2009
EPS (bath) 17,65

Das würde hochgerechnet ein KGV von 4,2 ergeben.
Ich gehe aber davon aus, daß die folgenden Quartale schlechter ausfallen werden.
Das erste Quartal war wohl nur ein Glücksfall.
Einerseits niedrigere Produktionskosten durch niedrige Dieselpreise,
andererseits aber trotzdem hohe Kohle-Verkaufspreise durch Langfristverträge.
Neue Verträge werden sicherlich zu deutlich niedrigeren Preisen abgeschlossen werden.

[Steffen23]

Nur mal so zur Info:

Dividende eingetroffen am 19.05.2009

0,10590954 €/Aktie

[Steffen23]

Banpu (BANP.BK, Bt208, OP) eyes investment in ethanol business with Mitr Phol Group, the largest sug
26 Jun 09 09:32

Banpu (BANP.BK, Bt208, OP) eyes investment in ethanol business with Mitr Phol Group, the largest sugar producer in Thailand. (Krungthep Thurakij) Comment: The company expects the feasibility study to be completed by the end of this year. We believe the project has potential to grow in the future as petroleum prices are expected to stay at a high level. Moreover, it could also diversify business risk out of the coal and power businesses, which are its major source of revenues at the moment. Although we have a positive view on the news, we need more information in order to evaluate additional value from the project.

Quelle: www.kgi.co.th

[Steffen23]

BANGKOK, July 24 (Reuters) - Thailand's benchmark stock index was up 0.38 pct at 614.50 at 0516 GMT on Friday.

Stocks on the move included:

BANPU HITS 3-WEEK HIGH ON HIGHER COAL PRICES

Rising coal prices pushed shares in the country's biggest

coal miner to a three-week high of 342 baht and brokers said they

expected demand from China to drive up its earnings this year.

Kim Eng said in a research note it had revised up its

forecast for Banpu's average selling price per tonne by $3 to $72

this year and to $75 for next year.

It also raised its forecast for this year's earnings by 12

percent to 12.6 billion baht, up 27 percent from last year.

0410 GMT
......


Quelle:
http://www.finanznachrichten.de/nachrichten-2009-07/14508727…

[Steffen23]

Ich fürchte mal, die 500THB / 10€ werden wir so schnell nicht wieder sehen.
___________________________________________________________________

Banpu’s Second-Half Profit May Drop on Coal Prices (Update1)
Share | Email | Print | A A A

By Anuchit Nguyen

July 20 (Bloomberg) -- Banpu Pcl, Thailand’s biggest coal producer, expects profit to decline in the second half from the first six months after the price of the fuel fell because of the global recession, and on lower earnings from its power unit.

The company has contracted to sell coal from mines in China, Indonesia and Thailand at “slightly” more than $60 a metric ton on average in the six months to Dec. 31, Chief Executive Officer Chanin Vongkusolkit said in an interview in Bangkok today. That’s about 29 percent lower than $84 a ton in the first quarter. He didn’t give a figure for the April to June period.

Bangkok-based Banpu posted a record quarterly profit in the first three months of 2009 as it benefited from locking in supply contracts when prices surged to a record in July last year. Power-station coal at Australia’s Newcastle port, a benchmark for Asia, has slumped more than 60 percent in a year as the worst recession since World War II sapped energy demand.

“It’s hard to achieve those unprecedented earnings,” Chanin said in his office at Banpu’s headquarters. “Power plants will also need maintenance shutdowns in the second half after running ahead of output projections in the first six months.”

Unit BLCP Power Ltd. plans to shut its 1,400-megawatt plant in Rayong province, 200 kilometers (124 miles) east of Bangkok, for a month later this year, he said.

Banpu has climbed 46 percent this year in Bangkok trading, outpacing the 36 percent gain in Thailand’s benchmark SET Index. The stock rose 2.2 percent to 334 baht at 4:20 p.m. local time.

Earnings Estimate

Net income in the first quarter more than doubled from a year earlier to 4.8 billion baht ($141 million). Banpu, due to report earnings on Aug. 10, probably posted a profit of 3.14 billion baht in the second quarter, according to the median estimate of five analysts in a Bloomberg survey. That would bring first-half net income to 7.94 billion baht, an 82 percent increase from a year earlier.

“The full impact will be seen in the second half after most forward contracts that have high selling prices expire,” Vichitr Kuladejkhuna, an analyst at DBS Vickers Securities (Thailand) Co. in Bangkok, said by telephone. Banpu’s “coal prices will be little changed next year from 2009 because of the decline in global coal prices.”

Vichitr rates the stock “fully valued.”

The company’s coal sales in 2010 may rise by at least 10 percent from an estimated 20.5 million tons this year on new mines in Indonesia, its biggest production base, and China, he said. Banpu mainly produces coal used in power stations and ships it to customers in Japan, South Korea and Taiwan.

Acquisition Opportunities

Banpu locked in about 30 percent of next year’s estimated coal output through forward contracts and other derivatives, Chanin said. The average selling price was little changed from an average estimate of $72 a ton in 2008 and 2009, he said.

Banpu, which has invested in the power business in countries such as China and Laos, is looking to acquire more coal mines and power plants, Chanin said. The recession offers buying opportunities because owners of unprofitable assets are more willing to negotiate, he said.

“The prices of mines and power plants are more reasonable after surging beyond reality last year,” Chanin said. “The company will swiftly make a decision as soon as there is a viable opportunity.”

Banpu on July 8 lost a bid to DMCI Holdings Inc. for a 600- megawatt coal-fired power plant in a Philippine government auction.

Power station coal prices at Australia’s Newcastle port reached a record $194.79 a ton in July 2008 before tumbling to $76.23 a ton in the week ended July 17, according to globalCOAL NEWC Index

To contact the reporter on this story: Anuchit Nguyen in Bangkok at [e-mail].
Last Updated: July 20, 2009 05:24 EDT


Quelle: http://www.bloomberg.com/apps/news?pid=20601080&sid=aBEDgf1H…

[Steffen23]

 (Reviewed Quarter-2 and Consolidated F/S (F45-3))

           Report: Reviewed Quarterly Financial Statements

                       Name BANPU PUBLIC COMPANY LIMITED



                                                       Reviewed

                                                    (In thousands)

                                            Ending   30 June

  The Consolidated Financial Statement

                                   Quarter 2         For 6 Months

          Year                 2009        2008        2009        2008



     Net profit (loss)         3,982,119    2,298,761    8,779,655    4,372,711

     EPS (baht)                14.65    8.46    32.31    16.09

.....



komplett und optisch schöner nachzulesen unter:

http://www.set.or.th/dat/prsnews/news/0148NWS100820090524873…

[Steffen23]

BANGKOK, Aug 17 (Reuters) - Thailand's top coal miner, Banpu BANP.BK, said on Monday it expected coal output from its Indonesian mines to rise 10 percent to about 22-23 million tonnes in 2010.

Banpu, also the fourth-biggest coal miner in Indonesia, had made forward contracts for 30 percent of forecast coal sales for next year, the company said in a statement.

The company's average selling prices were above $60 a tonne in the second half of this year versus $78.86 in the first half, it said. (Reporting by Khettiya Jittapong; Editing by Alan Raybould)

quelle: http://www.reuters.com/article/rbssCoal/idUSBKK4402372009081…

[rohrberg]

Antwort auf Beitrag Nr.: 37.749.957 von Steffen23 am 10.08.09 22:58:13

eine perle,
nochmal in deutsch

11.08.09 08:48 (EMFIS)
Thailand: Banpu steigert Gewinn um 73% im 2.Quartal
Bangkok 11.08.2009 (<a href="http://www.emfis.com/">www.emfis.com</a> Der thailändische Kohleriese Banpu Plc hat im zweiten Quartal einen satten Gewinnsprung von 73 Prozent verbucht. Insgesamt erwirtschaftete das Kohleunternehmen einen Nettogewinn von 3,98 Milliarden THB (117 Millionen US Dollar). Analsten prognostizierten den Gewinn durchschnittlich auf nur 3,3 Milliarden THB. Der Umsatz kletterte ebenfalls um 17 Prozent.

Der Gewinnanstieg ist auf die steigenden Kohlepreise zurückzuführen, der durch die China-Nachfrage belebt wurde. Außerdem erzielte Banpu aus dem eigenen Kraftwerk heraus einen Gewinn. Analysten der BNP Paribas erwarten für die Jahre 2010 bis 2012 ein jährliches Absatzwachstum von zehn Prozent.

Analysten gehen darüber hinaus davon aus, dass der Kohlepreis weiter ansteigen wird. Dies solle das Ergebnis der Banpu weiterhin beflügeln

[Steffen23]

Im September gibts 8,00THB Dividende.

http://www.set.or.th/dat/news/200908/09031831.pdf

[Steffen23]

Bericht/Empfehlung vom 18.09.2009:

BANPU PLC
BANPU < Bt440.00 >

Recommendation
New : BUY
Previous : BUY ON WEAKNESS
Fair Value : Bt502.00



Mine bid result to be released this month, target raised to Bt502

* Winning the Berau mine bid will benefit output up 30-40%

The company is in the process of bidding for the Berau mine, which is the fifth largest coal producer in Indonesia (located in eastern Kalimantan). The shareholders of PT Bukit Makmur Mandiri Utama will sell 51% of their shares for $1bn or Bt34,000mn if the bid is accepted. Currently Berau has an output of 15mn tonnes per year (Sub-bituminous grade; temperature at 5,400-6,000 kilocalories/kilogram) and targets an increase by 13% to 17mn tons/year. The second round of bidding has only three candidates, BANPU, PT Indika Energy Tbk and PT Quattro Inti Investama. The final result will be announced at the end of this month. If BANPU is successful, the company will benefit from a capacity output increase of around 7.7-8.7mn tons (51% shareholding) or 36-41% of this year's BANPU production target of 21mn tons.
.....

komplett nachzulesen unter

http://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cn…

[Steffen23]

Antwort auf Beitrag Nr.: 38.015.189 von Steffen23 am 19.09.09 12:49:01

Irgendwie funktioniert der Link nicht

Zweiter Versuch:

http://kelive.kimeng.co.th/kelive/UploadPdfs/200909181118014…

[Steffen23]

Dividende eingetroffen,
das ging aber echt flott diesmal.

[Steffen23]

Banpu eyes increase in coal output
By Chalida Ekvitthayavechnukul
The Nation
Published on October 5, 2009



Banpu plans to boost its coal output to 23 million tonnes next year once production begins at the East Block of its Indominco mine and the Gaohe mine in China.

"We plan to boost our production by 12 to 15 per cent from our target of 20.5 million tonnes for this year in a bid to serve increasing demand once the global economy picks up," said chief executive officer Chanin Vongkusolkit.

The Gaohe mine, in which Banpu holds 45 per cent, is expected to start operation in the second half of 2010 with a target production of 1 million tonnes. The mine will have full production capacity of 6 million tonnes by 2013.

The company expects to maintain coal sales at 20.5 million tonnes this year even though it only sold 8.6 million tonnes in the first six months.

Its average coal price in 2009 would be around US$71-$72 (Bt2,378-Bt2,411) per tonne, he said.

Banpu targets revenue of Bt57 billion this year, a slight increase on Bt56.83 billion in 2008. In the first half of this year, it generated revenue of Bt33.07 billion. Profit rose to Bt8.78 billion, slightly less than the profit for the whole of 2008, at Bt9.23 billion.

"We performed well in the first half thanks to the rising coal price. Despite the downward trend of the coal price in the second half, we are confident that our performance this year will be better than last year, and that we will hit our revenue target of Bt57 billion if the baht doesn't fluctuate too much," he said.

The coal price is expected to rise in the fourth quarter thanks to the global economic recovery and higher demand in winter.

Chanin added that robust economic growth in China and India would be a main factor pulling up global coal consumption in the coming year.

On a possible move by Banpu to diversify into the alternative energy business, including ethanol production and wind energy, Chanin said no final decision had yet been made because of the complicated issues of technology and environmental regulations.

"Over the next five years, we will focus on our coal operation, which is our core business. However, we see alternative energy as investment choices that would support sustainable development," he added.

[Steffen23]

Gewinn im 3. Quartal 14,02 THB/share

nachzulesen unter

http://www.set.or.th/dat/news/200911/09038114.pdf

********************

SET heute fast 3% runter, aber BANPU 1,73% rauf.
So kanns ruhig weitergehn.

[Bakrieboy]

Banpu Plans $189m in Investments

Banpu, Thailand’s largest coal miner, said on Wednesday it planned to invest $466 million over the next six years, more than a quarter of that in Indonesia, but warned lower average selling prices in 2010 would mean just single-digit revenue growth.

“Most of our investment money for existing projects will be spent on coal rather than the power business,” chief executive Chanin Vongkusolkit said, referring to spending plans starting next year.

Of the total investments, $189 million would be for coal mining projects in Indonesia, $22 million for its coal business in China and the rest for its 40 percent owned Hongsa lignite power plant project in Laos, Chanin said.

Under the plan, the company aimed for total coal production in China and Indonesia to rise to 33.5 million tons, he said, without giving a comparison.

Banpu is the fourth-biggest coal miner in Indonesia with five coal mines, and has three in China. It is now on the lookout for new assets in the region, mainly in Indonesia and Australia.

“We are quite capable of getting help from financial institutions, with cash flow and assets worth about 50 billion baht ($1.5 billion) and debt to equity of 0.24, if we were to win any bidding or acquire new businesses,” Chanin said.

Banpu shares closed up more than 3 percent on Wednesday at their highest in nearly a month at 462 baht.

On Tuesday, it reported a higher-than-expected 22 percent rise in third-quarter net earnings after the market closed, helped by higher coal sales from Indonesian mines and gains from coal swaps.

Chanin said the company’s 2010 revenue would grow by a single-digit percentage from this year’s expected 57 billion baht as it expected average coal prices in 2010 to fall below the $72 a ton targeted this year.

Sixteen analysts polled by Thomson Reuters forecast revenue of 54.8 billion baht, down 1.6 percent from an expected 55.7 billion baht this year.

“Sales in 2010 will still grow in volume, but having said that, average sale prices would be lower as we’ll be expecting more low-quality coal, which would weigh on sales growth,” Chanin said.

At the end of September, Banpu’s coal reserves stood at 581.4 million tons, down 1.1 percent from the previous quarter.

Its average coal selling price in the third quarter was $69.49 per ton, down 17 percent from a year earlier.

Chanin said he expected fourth-quarter sales of about 16 billion baht, but Banpu would see “less net profit” compared to its 3.81 billion baht in the third quarter due to a maintenance shutdown at its 50 percent owned BLCP plant, along with a fall in average selling prices.

[Steffen23]

heute nochmal +5,56% auf 494,00 THB

Ich hoffe mal, die Käufer haben einen guten Grund zu diesen Kursen noch zu kaufen. An dem ehr mittelprächtigen Ausblick kann das ja nicht liegen.

[Steffen23]

Das war ja richtig spannend heute.
Bis Mittag 5% im Minus und zum Schluß wieder leicht ins Plus gedreht.

[Steffen23]

Ich geb zwar nicht allzuviel auf Analysteneinschätzungen, aber wenn die meinen Wünschen entsprechen, dann mach ich schon mal ne Ausnahme.

KGI neues Kursziel 582THB
http://research.kgieworld.co.th/recom.nsf/0/F5F9E2B29B079F32…


Kimeng neues Kursziel 565THB
http://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cn…

[Steffen23]

Antwort auf Beitrag Nr.: 38.433.746 von Steffen23 am 22.11.09 16:43:41

Irgendwie funktioniert das mit den Links nicht.

also 2. Versuch

http://research.kgieworld.co.th/recom.nsf/0/F5F9E2B29B079F32…


http://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cn…

[Steffen23]

Antwort auf Beitrag Nr.: 38.433.768 von Steffen23 am 22.11.09 16:55:31

aller guten Dinge sind 3

http://kelive.kimeng.co.th/kelive/userview/DetailPage.jsp?cn…

[Steffen23]

Ref: BorPor 52101 / 424

30 November 2009


Re: Report on the Progress of Hongsa Thermal Power Plant Project

To: The President of the Stock Exchange of Thailand

Reference: Company's letter no. Bor.Por. 52101/029 dated 5 February 2009



Banpu Public Company Limited ("the Company") had reported to the Stock
Exchange of Thailand ("SET") on the investment in the Hongsa Thermal Power
Plant Project ("the Hongsa Project") of Banpu Power Limited ("BPP"), a
99.99%-owned subsidiary of the Company, as referred to in the Company's
reference letter above.

Pursuant to Clause 3(23) of Regulation of the SET re: Rules, Conditions and
Procedures Governing the Disclosure of Information and Other Acts of a Listed
Company, the Company would like to report the SET another progress of the
Hongsa Project development. On 30 November 2009, Hongsa Power Company
Limited ("HPC") and Phu Fai Mining Company Limited ("PFMC"), the two joint
venture project companies in which BPP holds 40% and 37.5% respectively,
entered into the Concession Agreements ("CA") with the Government of the Lao
People's Democratic Republic ("GOL"). Upon the agreements, a power concession
has been granted to HPC and a mining concession to PFMC for a period of 25
years from the Commercial Operation Date.

The Hongsa Project is the joint investment among BPP, Ratchaburi Electricity
Generating Holding Public Company Limited and Lao Holding State Enterprise.
The Hongsa Project is a lignite-fired thermal power project with the gross
capacity of 1,878 megawatts and is considered a large-scale project that
requires achieving a number of milestones in order to complete the project
development.

Please be informed accordingly and kindly disseminate the information herein
to investors.


Sincerely yours,


- signature -

(Mr. Chanin Vongkusolkit)
Chief Executive Officer


Quelle: www.set.or.th

[Steffen23]

Innerhalb eines Monats 30% Kursgewinn.

Wäre natürlich gut, wenn ein paar positive news das ganze irgendwie untermauern würden.

[Steffen23]

Bloomberg reported that Banpu Pcl rose to a record high in Bangkok trading after JPMorgan Chase & Co raised the stock's price estimate by 12%.

The shares gained 1.5% to THB 558, the fifth best performer on the SET50 Index, a measure of 50 largest publicly traded companies.

Banpu's share price forecast was increased to THB 713 from THB 635 by Mr Sukit Chawalitakul, a JPMorgan analyst, who said higher coal prices will boost the company's earnings.

Mr Sukit wrote in a note to clients that "Higher coal prices are clearly very positive for Banpu." He said that higher coal demand in China and India will increase the global coal prices.

It may be noted that Banpu's shares have more than doubled this year compared with a 58% gain in the benchmark SET Index.

(Sourced from www.bloomberg.net)

[Steffen23]

heute +6,76% auf 632 THB

[Steffen23]

(Audited Yearly F/S and Consolidated F/S (F45-3))
Reports: Audited yearly and consolidated statements as follows.
Name BANPU PUBLIC COMPANY LIMITED

Audited
(In thousands)
Ending 31 December
The Consolidated Financial Statement
For year
Year 2009 2008

Net profit (loss) 14,229,133 9,227,666
EPS (baht) 52.36 33.96


The Company Financial Statement
For year
Year 2009 2008

Net profit (loss) 3,654,220 7,393,768
EPS (baht) 13.45 27.21




Quelle: www.set.or.th

[Steffen23]

 (Reviewed Quarter-1 and Consolidated F/S (F45-3))

           Report: Reviewed Quarterly Financial Statements

                          Name BANPU PUBLIC COMPANY LIMITED



                                                        Reviewed

                                                     (In thousands)

                                            Ending   31 March

  The Consolidated Financial Statement

 Quarter 1

Year              2010              2009



        Net profit (loss)                2,717,092          4,797,536

        EPS (baht)                         10.00              17.65





  The Company Financial Statement

                                               Quarter 1

                Year                       2010              2009



        Net profit (loss)                  2,901            218,842

        EPS (baht)                          0.01             0.81

Quelle: www.set.or.th

[Steffen23]

June 15, 2010


Subject: Acquisition of an additional 5.0% stake in Centennial Coal
Company Limited

To: The President of the Stock Exchange

Reference: 1. Company's letter no. Bor.Por. 53110/565 dated 6 May 2010
2. Company's letter no. Bor.Por. 53110/571 dated 7 May 2010


Banpu Public Company Limited ("Banpu" or "the Company") would like to notify
the Stock Exchange of Thailand (the "SET") that Banpu Minerals (Singapore)
Pte. Ltd. ("BMS"), a 100%-owned subsidiary of the Company, has acquired an
additional stake of 5.0% in Centennial Coal Company Limited ("Centennial"), as
per the Company's letter above-referred to, bringing Banpu's total
shareholding in Centennial to 19.9%.

In addition, BMS has reported to the Australian Stock Exchange the acquisition
of Centennial shares according to the Notice of initial substantial holder
(Form 603) in the amount of 19,752,508 shares equivalent to 5.0% of the total
shares from various sellers with the total consideration of AUD 97.71 million
or equivalent to approximately THB 2,737.79 million based on the exchange rate
of AUD 1 per THB 28.0195 as of 14 June 2010

The Company hereby certifies that this acquisition is not a connected
transaction, and does not trigger the reporting requirement for the
acquisition of assets of listed companies under the SET notification.

Please be informed accordingly and kindly disseminate this preliminary
information herein to the investors.
.....


Quelle: www.set.or.th

[dawarwas]

hi,
warum finde ich die "BANPU PCL -FGN- BA 10" nicht mehr bei wo?
ist ne thailändische kohle mine.
hatte sie in meinem muster depot.
waren dann von heute auf morgen weg.
auch unter ihrer alten wkn nicht mehr zu finden.
hmmmmmm

[debull]

Antwort auf Beitrag Nr.: 40.280.177 von dawarwas am 07.10.10 10:49:03

Du mußt besser auf deine Sachen aufpassen. Bei Wkommt öfter was weg.

[schmithi]

Dividendenzahlung wurde heute bekannt gegeben.

http://www.set.or.th/set/newsdetails.do;jsessionid=33FD83D2D…

Gut, die Höhe der Dividende ist mickrig, aber die Kurssteigerung der letzten Monate kompensiert dies ja mehr als Genug.

Symbol BANPU
Source BANPU
Headline Cash dividend payment
Date/Time 22 Dec 2010 19:31:54

Dividend consideration

Subject : Cash dividend payment
Date of Board resolution : 22-Dec-2010
Type of dividend payment : Cash dividend payment
Record date for the right to receive : 06-Jan-2011
dividends
Book closing date for collecting : 07-Jan-2011
shareholders names under Section 225 of
the Securities and Exchange Act
Ex-dividend date : 04-Jan-2011
Dividend payment rate
Common share (baht per share) : 5.00
Par value (baht) : 10.00
Payment date : 21-Jan-2011
Operating period :
From 01-Jan-2010 to 30-Sep-2010 and Retained Earnings
______________________________________________________________________

Banpu Public Company Limited would like to inform the Stock Exchange of Thailand
of the resolution passed by the Board of Directors Meeting No. 18/2010, which
was arranged on 22 December 2010 from 2.00 - 6.00 p.m.

The Meeting approved the payment of special interim dividend from the retained
earnings and the profits earned from the operations during the 9-month period
ended 30 September 2010. The dividend would be paid at the rate of Baht 5 per
share for the total eligible shares of 271,747,855 shares, totaling Baht
1,358,739,275 of the total per-share dividend. The dividend is appropriated from
the profits after corporate income tax. Shareholders are entitled to tax
credits. The payment of the special interim dividend is scheduled on 21 January
2011. In addition, to determine the entitlement of shareholders to receive the
special interim dividend, the schedule of the record date and the closing date
of share register book were fixed as follows:

1. January 6, 2011 is the Record Date on which the shareholders whose names
appear on the Company's share register book shall have the right to receive the
special interim dividend.
2. January 7, 2011 is the closing date of share register book for gathering the
shareholders' names in accordance with the Section 225 of the Securities and
Exchange Act B.E. 2535

Please be informed accordingly.
______________________________________________________________________

[Steffen23]

Antwort auf Beitrag Nr.: 40.751.520 von schmithi am 22.12.10 16:33:28

Da es sich um eine zusätzliche Zwischendividende handelt, sollte man sich nicht "beklagen".

Ich gehe mal davon aus, daß es im Frühjahr und Herbst jeweils wieder mindestens 8 THB geben wird.

[schmithi]

Aust acquisition furthers Banpu's goal

Published on December 31, 2010

A successful acquisition in Australia has encouraged Banpu, Thailand's biggest coal-mining operator, to progress further on its six-year business plan that maps out sustainable profit, business growth and becoming a regional player in the energy sector.

Through the plan, which will end in 2015, the company's coal mines as the core business will control the lion's share of its enterprise value, accounting for 85 per cent, followed by electricity at 12 per cent and new energy (wind power and bio-energy) at 2-3 per cent.

The company's sales revenue is also set to grow by an average of 10-15 per cent by the end of the plan. However, it has already achieved annual average growth of 12-13 per cent.

As the country's biggest coal miner, Banpu now operates three plants in strategic areas - Indonesia, China and Australia. Indonesia and Australia each generate 30-35 per cent of the company's revenue, with China accounting for the rest. Production in Indonesia reached 21 million tonnes this year, lower than its target of 23 million tonnes because of heavy rain, and Australia achieved 14.5 million tonnes.

The expansion in Australia is expected to boost Banpu's revenue by 40 per cent next year.

"Indonesia has great potential for business expansion and the company expects to buy additional mines next year to raise its coal reserves in two or three other countries that have business potential," said Chanin Vongkusolkit, chief executive officer of the company.

Chanin did not name potential countries for the new investment, but noted that South Africa and nearby countries still had abundant resources.

Banpu took over Australia's Centennial Coal in a deal worth US$2 billion (Bt60 billion) in July, and last quarter it made a huge gain from the sale of an 8.72-per-cent stake in Indonesian coal supplier PT Indo Tambangraya Megah (ITM). The gain accounted for 88 per cent of third-quarter net profit, boosting the quarterly net to Bt13.29 billion, up from Bt3.81 billion in the same quarter last year.

So far, the company operates five mines in Indonesia, three in China and 10 in Australia after the Centennial acquisition.

Chanin said the company predicted that the coal business in the future would carry small risks, while strong development and support factors would strengthen competitiveness.

With Centennial Coal, it has created good synergy of the all sides of the operation: mining techniques, logistics, safety and high quality of the end product.

"It is a must to ensure better profit and growth of our business in Australia, which will be Banpu's main supply source," Chanin said.

The company is also considering its business direction in China, where demand for coal is growing along with the economy.

Chanin foresees India as a market rather than a resource base, as the coal business there has come under the government's protection.

Chanin plans to issue bonds in 2011 of more than five-year maturity, mostly in dollars, to facilitate its business expansion in the future. In addition, the company plans to spend $140 million in 2011, of which $120 million would be spent on developing existing mines in Indonesia and the remaining $20 million in China.

Banpu's revenue for this year is expected to be about Bt60 billion. In the first nine months of 2010, the company reported revenue of Bt43.8 billion.

Chanin said unusually high rainfall this year both in Indonesia and Australia would affect production through the first half of 2011. As a result, the coal price will continue to increase in the period. Other factors driving business growth include growing economies in emerging markets such as India and China.

If production in Indonesia from May to October 2011 returns to normal, the coal price will drop, Chanin noted.

[ooy]

Habe BANPU seit Oktober 2003 und mittlerweile ueber 1.000% Gewinn.
Frage an die Experten: Ich denke ueber eine Gewinnmitnahme nach, ist das miitlerweile angebracht oder ist der Titel nach wie vor aussichtsreich? Stelle mir diese Frage jedes Jahr und habe zum Glueck noch nie ein Stueck verkauft.
Ich danke im voraus!

[debull]

Banpu Zugang zu wichtigen Kohlevorkommen in der Mongolei gesichert




Rosenheim (aktiencheck.de AG) - Die Experten von "boerse.de-Aktienbrief" bereiten per Stop-buy-Limit bei 17,50 Euro den Einstieg in die Aktie von Banpu (ISIN TH0148010018/ WKN 882131) vor.

Das thailändische Unternehmen vom Februar sei 1983 gegründet worden. Heute sei Banpu mit Förderstätten in Indonesien, China sowie Australien der größte Kohleproduzent Asiens. Und durch eine Mehrheitsbeteiligung am australischen Konkurrenten Hunnu Coal (ISIN AU000000HUN9/ WKN A0YKJM) sei soeben auch der Zugang zu wichtigen Kohlevorkommen in der Mongolei gesichert worden.

Im vergangenen Jahr hätten die Umsätze auf 65,3 Mrd. Thailändische Baht (TNB) (+13%) gesteigert werden können, wobei der Gewinn nach einem Beteiligungsverkauf sogar um 66% auf 24,5 Mrd. Baht geklettert sei. An der Börse erweise sich das Thai-Papier auf lange Sicht als wahre Kursrakete. Denn bei etwas erhöhtem Risiko (Verlust-Ratio: 2,89) seien seit 2001 mit 92%-iger Gewinnkonstanz im Mittel 40% p.a. aufgesattelt worden (Dividendenrendite: 2,2%). Dabei seien die Notierungen allein 2010 um 61% nach oben geschossen, worauf im Januar eine technische Gegenreaktion gefolgt sei, die bald eine erste Kaufgelegenheit eröffnen sollte.

Rechnerisch beträgt das Gewinnpotenzial in den kommenden fünf Jahren 270%,

weshalb die Experten von "boerse.de-Aktienbrief" per Stop-buy-Limit bei 17,50 Euro den Einstieg in die Aktie von Banpu vorbereiten. (Ausgabe 236 vom 23.03.2011) (25.03.2011/ac/a/a)



Dieser Meinung schliesse ich mich an.
debull

[debull]

Banpu bereits mehr Aufträge aus Japan erhalten


München (aktiencheck.de AG) - Die Experten von "FOCUS-MONEY" halten die Aktie von Banpu (ISIN TH0148010018/ WKN 882131) für ein aussichtsreiches Investment.

Der Atomunfall in Japan werde die Nachfrage nach Kohle nur noch mehr anheizen. Auch ohne den Japan-Effekt und eine mögliche Änderung in der Energiepolitik nehme die Nachfrage nach Kraftwerkskohle auf lange Sicht zu. So prognostiziere die Energy Information Administration (EIA) bis 2030 einen Anstieg der geförderten Kohlemenge auf rund 7 Mrd. Tonnen, was gegenüber 2004 ein Anstieg um 75% bedeuten würde. Vor allem in den Schwellenländern in Asien dürfte der Kohleverbrauch immens zunehmen.

Die höheren Kohlepreise dürften zu steigenden Gewinnen bei den Kohleproduzenten führen, was sich auch positiv auf deren Aktienkurs auswirken sollte. Vor allem Kohleförderer aus dem australischen und südostasiatischen Raum sollten von dieser Entwicklung profitieren. Daher sähen die Experten in den nächsten Monaten gute Chancen für Firmen aus diesem Sektor.

Wie Banpu berichte, habe man bereits mehr Aufträge aus Japan erhalten. Dafür sei der Kohleproduzent aus Thailand gut aufgestellt, auch wenn die Kohlevorräte in Thailand in den letzten Jahren zur Neige gegangen seien. Denn das Unternehmen weite derzeit die Produktion in Indonesien aus. Außerdem habe sich Banpu am australischen Kohleförderer Hunnu Coal (ISIN AU000000HUN9/ WKN A0YKJM) beteiligt. Hunnu Coal besitze in der Mongolei Kohleprojekte und die Ressourcen, die sich auf 400 Mio. Tonnen belaufen würden. Insgesamt verfüge Banpu über Ressourcen von rund 2,3 Mrd. Tonnen, von denen mindestens 600 Mio. Tonnen wirtschaftlich abbaubar seien. Des Weiteren dürfte das Unternehmen seine Expansion weiter vorantreiben.

Die Experten von "FOCUS-MONEY" halten die Aktie von Banpu für ein aussichtsreiches Investment. Ein Stopp werde bei 14,50 Euro empfohlen. (Ausgabe 14) (31.03.2011/ac/a/a)


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