BIG BIG is confident that 2016 revenue will surpass its 10% growth target thanks to an expansion of 15-20% in the camera market. It expects to maintain gross margin above 32%. It expects printing from smartphones will support earnings in the future. (Thun Hoon, 22/06/16) Comment: As evidenced by 1Q numbers, they will far surpass […]
Read More →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 →ACAP ACAP reported 1Q16 profit of Bt16mn, up 244%, after changing strategy to focus on major customers and get new ones. It targets loans of Bt2bn by end-2016. (Kao Hoon, 13/5/16) BKD BKD reported net profit of Bt16.59mn, growth of 27%. It plans to reverse doubtful account of Bt28mn and profit on a delayed project […]
Read More →AAV Rumors that King Power has completed the deal to buy AAV stock from Tassapon group for Bt4.15/share, which is double book value. They are not buying over 25% to avoid a tender offer. (Kao Hoon, 25/04/16) Comment: Another rumour re AAV, I don’t quite see why King Power would do this transaction. BBL Regulator […]
Read More →AP AP expects 2016 revenue to reach Bt23.7bn supported by Bt13.29bn transfers and Bt3.4bn condo backlog. It plans to launch 20 new projects valued at Bt32.7bn. It expects this to lift its sales to hit its target of Bt31bn. (Khao Hoon, 12/04/16) ASEFA ASEFA expects 2016 earnings to be good. It targets 2016 revenue to […]
Read More →AIT AIT sets 2016 revenue target growth at 10% from Bt5.1bn in 2015 supported by its backlog of more than Bt3bn and government projects. It plans to start a data center project within 2Q16. (Kao Hoon, 25/03/16) APCO APCO sets 2016 sales target at Bt450 or growth of at least 10% and maintain gross margin […]
Read More →ANAN ANAN expects Bt1.8bn cash from transfer of Ideo Mobi Wongsawang Interchange in 3Q16. It expects this to lift 2016 revenue to its target of Bt15bn. (Thun Hoon, 02/02/16) Comment: Well that’s only a 50% increase in revenue this year.. BCP BCP has budgeted Bt2.92bn to acquire a 198MW Japan solar power plant. It expects […]
Read More →AGE AGE plans to invest in Vietnam this year to meet high demand. It has budgeted Bt40-50mn to invest in new plants after seeing substantial local orders. It expects to focus on SME segment. It expects 2016 revenue growth to achieve its target of 10-15%. (Thun Hoon, 26/01/16) Comment: And they should be announcing something […]
Read More →ACC ACC plans to take over a 5.5MW solar farm, valued at Bt320mn. It expects this to contribute Bt33mn net profit/year. It plans to issue warrants at a ratio of 4 shares per warrant. Management says it plans to focus on alternative energy business. (Thun Hoon, 12/01/16) Comment: Thats a fairly decent valuation given that […]
Read More →BEAUTY BEAUTY expects 4Q15 earnings to be good on the back of government stimulus measures. It expects 2015 sales of Bt1.7bn with a record high net profit from 2014’s Bt301mn. It targets 2016 sales to grow 20%. (Khao Hoon, 04/01/16) Comment: The last minute bump by the government to promote year end spending should bold […]
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