Rapid recovery after fire keeps SVI on course SVI Plc provides electronics manufacturing services (EMS) to customers who are original-equipment manufacturers and design houses, focusing on box-build and system-build product manufacturing. Chief executive Pongsak Lothongkam discusses the company’s strategy and outlook. What is SVI’s business model? SVI focuses on two segments, industrial and high-end electronic […]

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ANAN ANAN reported strong profit growth of 60% YoY in 2014 to Bt1.3bn. The company will pay a cash dividend of Bt0.068/share, XD on Apr 21. ANAN expects revenue to reach Bt11bn on backlog of Bt27bn. Twelve more projects will be launched with total project value of Bt32bn. (Kao Hoon, 27/02/15) Comment: And yet still […]

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Well ok not all Thai Banks are risk takers, but this one line caught my eye in this morning’s paper. Pace entered into an agreement for the purchase of one of the world’s most iconic gourmet food brands, Dean & DeLuca, as well as its global business and assets last November for US$140 million from […]

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AAV AAV’s net profit was Bt183mn in 2014, down 82% YoY, dragged down by weak operations in 1H14 from the political unrest. (Kao Hoon, 26/02/15) Thai AirAsia will open new route Bangkok-Burirum on April 2, its eighth route into the northeast of Thailand. Thai AirAsia will then cover all major cities in the northeast. It […]

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Want to understand why names like GL, TK, and today’s S11 are performing so well? Mortorcycle sales have recovered from their lows last year, see the key points below. The automotive industry club of the Federation of Thai Industries (FTI) on Tuesday reported January car sales dropped by 12.9% year-on-year and 33.3% month-on-month to 59,669 […]

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AQ AQ plans to write off accumulated loss and is ready to start paying dividends if they can turn a profit in 2015. The firm has set a 2015 revenue target of B2.5bn and will go ahead with the launches of nine projects worth Bt8bn. (Kao Hoon, 25/02/15) Comment: This is one turnaround story that […]

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Want to listen to the latest thoughts from some 100 CEO’s of listed co’s in Thailand? Then attend the SET opportunity Days which run over the next few weeks, I find its the best time to hear the latest thoughts/business plans and also the questions that retail and institutional investors ask companies. Here’s the link […]

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AAV AAV expects strong recovery this year and targets 14.5mn passengers and double-digit revenue growth. The company said 1Q15 cabin factor will be strong at more than 84%, driven by the influx of Chinese tourists. (Kao Hoon, 24/02/15) New CFO — AAV has informed SET that the Nomination and Remuneration Committee has approved the appointment […]

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AIT AIT announced 2H14 dividend of Bt1.1/share (XD on April 21), after record-high net profit of Bt658.56 mn (+16.26%) in 2014 and revenue of Bt6.65bn. It has backlog of Bt1.487bn, part of which will be realized this year. (Khao Hoon, 23/02/15) BGT BGT plans to expand into ASEAN markets via agents or setting up joint […]

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