AAV TAA flies Krabi-Guangzhou – Thai AirAsia (TAA) is strengthening its network in China with the launch of a new route aimed at the renewed surge in arrivals from the world’s most populous country. Thailand’s largest low-cost carrier will begin non-stop daily service connecting Krabi with the southern-Chinese economic hub of Guangzhou on Nov 6. […]
Read More →Want to feel like a rock star investor? Get into the small IPO’s. Anyone who was able to get IPO’s this year has been feeling that way, excluding IPO’s where commercial bank’s were the underwriters (here’s looking at you KBANK and SCB). The basic framework for IPO’s performing well on their first day hasn’t changed, if […]
Read More →AIRA AIRA setting up AIFUL JV in 2014 and has three acquisition deals coming up. It expects its brokerage business to generate higher net profit than 2013’s Bt90mn as trading volume has recovered. It maintains its 2014 market share target of 1.3-1.5% and expects asset of over Bt20bn in 2016. (Kao Hoon, 08/09/14) Comment: A […]
Read More →AIT AIT says 2014 revenue will touch Bt6.4-6.5bn, far exceeding its target of Bt6.2bn, as it has already booked Bt4.4bn in revenue in 1H14 and expects to book Bt2bn of the Bt2.8bn of the current backlog in 2H14. It is waiting for bid results on a project worth Bt930mn and plans to bid for more […]
Read More →AJD AJD says 2Q14 revenue above Bt363mn, supported by stronger sales of electrical appliances due to its promotions. It reaffirms that it expects revenues this year to triple from last year’s Bt1.65bn with Bt4bn to come from sales of set-top boxes. (Thun Hoon, 01/08/14) Comment: Their stock price has been performing incredibly well over the […]
Read More →ADVANC ADVANC will invest Bt800mn into its Serenade clients by launching the “Serenade Emerald” privilege club. It expects this to help push its customer base to 2.3mn by the end of this year. (Kao Hoon, 22/007/14) AJD AJD to benefit from digital TV coupons, expected to be distributed by September 15th. Management expects set-top box […]
Read More →AJD AJD expects set-top box sales of more than 2mn and expects the coupon will be issued in September. It says AJ is a market leader with a gain market share of 50%. It expects revenue to triple from Bt1.65bn in 2013. (Khao Hoon, 24/06/14) Comment: Yes, IF the coupon deal materialises, its still a […]
Read More →AJD AJD maintains triple revenue growth in 2014. It is confident it will be in the black in 2Q14 with higher revenue supported by seasonality. It will book revenue from set top box sales in 3Q14 and is aiming to do a joint venture with a Chinese company to access the game market this quarter. […]
Read More →AJD AJD expects triple revenue growth in 2014 supported by AJ Smart Set Top Box sales. It has raised its sales target to 2mn boxes. It is ready to focus on the online business in the next three years and expects sharp revenue growth in 2017. (Khao Hoon, 29/04/14) Comment: So who is really going […]
Read More →AJD Submits filing, plans IPO soon — AJD said it has submitted its filing for listing with the SEC on December 26. It plans an IPO of 100mn shares at par of Bt0.50/share. If all goes according to plan, its will do the IPO and list early this year. (Khao Hoon, 02/01/14) Comment: A THB […]
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