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 […]

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Names today: CEI, COM7, CSC, EPCO, GIFT, HFT, HMPRO, JSP, KIAT, MAJOR, ORI, SENA, TAKUNI, UTP CEI CEI targets 2016 revenue of Bt400mn with net profit of Bt100mn. It is considering investing in a Bt10bn mixed-use development on 123 rai in Phuket. It is looking for M&A and takeover. It plans to list its subsidiary […]

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Names today: CEI, EE, GFPT, GLAND, HMPRO, JSP, MACO, NPP, PTTEP, RS, SCC, TAKUNI, TNDT, TPC CEI CEI plans to invest in property business through a subsidiary after it has completed restructuring its business model. It plans to open Townline Sattaheep Project, a 32 townhome project valued at Bt200mn. This project will focus on management […]

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AP AP has achieved presales of Bt23bn for the first nine months. It targets 2015 presales of Bt28bn. It has signed a JV agreement with a Japanese partner to invest in a Bt2.6bn condominium at Ekkamai. (Khao Hoon, 02/10/15) DTC DTC subsidiary buys 1.925mn shares of DMS Property Investment Private Limited, for Bt88.625mn or a […]

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AOT AOT says there is no impact from the Chinese yuan depreciation. Growth in Chinese tourist was 10-14% for eight months. (Post Today, 13/08/15) Comment: For once, I concur with this government enterprise. ARROW ARROW reported 2Q15 earnings of Bt56mn (+92%YoY). It plans to pay an interim dividend of Bt0.15/share, XD on Aug 21. It […]

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ADVANC ADVANC has launched a campaign “AIS the startup 2015”. This is hoped to bring in younger entrepreneurs who are interested in using ADVANC as a digital partner. (Khao Hoon, 31/07/15) AGE AGE plans to increase investment in alternative energy. It is studying a waste power plant abroad to adapt to the local environment. 2Q15 […]

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AIT AIT revised down 2015 revenue target from Bt6.8bn to Bt5-5.5bn due to a slowdown of government projects. Earnings are expected to turn around in 2H15 backed by infrastructure investment. (Post Today, 05/06/15) Comment: Whatever happened to the wonderful digital economy that was supposed to push AIT’s growth into the stratosphere like every broker predicted? […]

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AJD AJD benefiting from 5.4mn digital TV coupons distributed by NBTC. It targets set-top box sales of 2mn with 50% revenue growth this year. (Khao Hoon, 27/05/15) Comment: It is obvious with the carnage going on in digital TV that the coupon sales has been poor. ARROW ARROW says pipeline system business continues to trend […]

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AAV AAV reported 1Q15 earnings at Bt506mn on Bt7.7bn revenue backed by tourism recovery. The rise in fares resulted in a better performance. (Khao Hoon, 15/05/15) Comment: The biggest winner in the aviation industry in Thailand ANAN ANAN will focus on condominiums located near the BTS in order to emphasize its positioning, the leading developer […]

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APCO APCO will expand marketing channel via APCO Digital Marketing, starting in April. The firm also expects Bt1.6bn in revenue with profit growing six-fold in 2015. The firm expects to move to the main board in 2016. (Kao Hoon, 25/03/15) IEC PPA needs to be completed before IEC will invest in a bio power plant […]

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