BEAUTY BEAUTY said it is getting a lot of orders, adding to 2H18 revenue. It targets revenue growth of 20%YoY. It plans to invest Bt120mn to open new stores and upgrade its business. (Thun Hoon, 11/4/18) GUNKUL GUNKUL is setting aside Bt1bn to buy back up to 300mn of its shares or less than 4.04%, […]
Read More →Notable Transactions Buy(s) THB 150 mn EA – The founder must believe in his in EV more than the market does Sell(s) THB 6.2 bn BEAUTY – Block sales to institutional investors TU – I’m still rather surprised to see all of this selling by the founder MONO – No surprise here, most likely block […]
Read More →ARROW ARROW expects to receive many mega projects and will double production capacity of electricity conduits to support upcoming government projects. It targets 2018 revenue to grow by at least 10-20% to Bt1.6bn and to maintain margin at 25-30%. It currently has backlog of Bt960mn. (Thun Hoon, 15/03/18) Comment: Well we’ve been waiting to see […]
Read More →ANAN ANAN targets 2018 revenue of Bt38bn, implying growth of 152%. It currently has backlog of Bt53.7bn, of which Bt30.62bn will be booked as revenue this year. It plans to launch 16 projects and expects to generate presales of Bt35.067bn. It is cooperating with its partner to launch four serviced apartments in March 2018. (Khao […]
Read More →BEAUTY BEAUTY plans to expand to Russia and India as it has a positive view on beauty market growth. It expects to finalize the plan in two years. It targets 2022 revenue of Bt10bn with Bt4.29bn in 2018. It projects market capitalization of at least Bt100bn, as it plans to continuously expand its business both […]
Read More →ADVANC ADVANC is going to sign a contract with TOT to rent equipment for providing telecommunication services and a contract to use TOT’s 2100 MHz spectrum. (Khao Hoon, 5/1/18) AMA AMA’s board approved the purchase of an oil and chemical tanker with capacity of 13,221 DWT, for Bt283mn. It believes this purchase will improve its […]
Read More →In light of the continuing amazing performance coming out of BEAUTY, I thought I may as well as share this 2 week old post from Bloomberg. The Bangkok-based firm plans to tap China’s $4.3 billion beauty sector for the next leg of expansion, after building a network of more than 300 retail outlets in Thailand […]
Read More →BEAUTY BEAUTY targets 2018 revenue growth of 20% from 2017 to Bt3.1bn. It also plans to further expand its business overseas, with plans finalized by the beginning of 2018. It reports 3Q17 earnings of Bt348.20mn, growing by 65.61%, on higher sales and margin. (Thun Hoon, 14/11/17) Comment: Just astounding #’s FSMART FSMART reports 9M17 earnings […]
Read More →BEAUTY BEAUTY believes 2H17 earnings will be strong due to high season. It plans to expand stores both domestically and internationally, mostly via distributors in Myanmar, Lao PDR and Cambodia. This will push 2017 revenue up to a new high of Bt3.1bn or +20% growth. (Khao Hoon, 1/9/17) Comment: Well ok. I’m not going against […]
Read More →BEAUTY BEAUTY posted 2Q17 earnings of Bt273mn, +97%YoY. This gave 1H17 earnings growth of 76.50%, reaching Bt472.84mn. It will pay a dividend of Bt0.15 per share. XD is August 23. It plans to expand both at home and abroad. (Khao Hoon, 15/8/17) Comment: I’ve always been wrong with this company, despite my best efforts (short […]
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