ADVANC ADVANC asserts that financials are strong and it has no plan to increase capital. It plans to pay the first license fee payment of Bt8.04bn as scheduled and submit its bank guarantee before June 30. Dividend payout will be 100% of profit. It has budgeted Bt40bn to expand its network. (Kao Hoon, 30/5/16) Comment: […]
Read More →ADVANC ADVANC will bid for 900MHz. It is ready to pay the guarantee of Bt3.78bn after getting backing from BBL and KBANK. The bidding will be on May 27 and first payment expected in June 2016. (Thun Hoon, 19/5/16) Comment: Should be a non-event, my eyes are just turning towards 2Q #’s to see how […]
Read More →AJD AJD targets top-up machines of 50,000 at the end of this year after yesterday reaching 10,000 machines. It plans to offer more services via its top-up machines in 2H16, such as ordering merchandise from the 7-Eleven catalog, insurance payments, etc. (Khao Hoon, 20/14/16) Comment: We still have our doubts on their ability to execute, […]
Read More →ADVANC ADVANC has budgeted Bt2bn to upgrade 4G client services. It targets expanding to 121 branches by the end of 2016. (Kao Hoon, 29/03/16) AJD AJD work with Alibaba to service Alibaba members in Thailand. It sets member target at 5,000 members or revenue of Bt250mn in 2016. (Thun Hoon, 29/03/16) ARROW ARROW expects 2016 […]
Read More →ADVANC AIS asked to review plan to use Jas spectrum for its 2G customers — THE NATIONAL Broadcasting and Telecommunications Commission (NBTC) yesterday asked Advanced Info Service (AIS)to review its plan to protect its 2G subscribers in the part related to Jas Mobile Broadband (JASMBB),citing that the existing plan could not be allowed. (The Nation, […]
Read More →AJD AJD is studying investment in logistic business. It expects 2016 performance to be good on the back of its Top-Up business. (Thun Hoon, 23/02/16) Comment: No comment, tired of the rubbish coming out of this firm. ARROW ARROW reported net profit of Bt245.2mn, growth of 65.24%, supported by decrease in raw materials cost. The […]
Read More →ANAN ANAN targets 2016 revenue of Bt14.5-15.5bn (43% growth) backed by Bt38bn backlog. It targets sales of Bt21.5-22.5bn with 32% gross margin. It is confident 2015 revenue will reach target of Bt10-11bn. It plans to launch ten projects, valued at Bt22-23bn, next year. (Thun Hoon, 18/12/15) Comment: Perhaps one of the few property companies still […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15) BJCHI BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn […]
Read More →Names today: AIRA, AJD, AIRP, CK, GLOBAL, J, JWD, KKC, KTC, ML, PDF, PLANB, PTTGC, SC, SPI, STA, TOG AIRA The company targets private loan portfolio of over Bt2.5bn in 2016. It has opened four new branches this year and plans to reach total of 15 branches next year, with an additional 50 booths in […]
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