A A expects 2016 net profit to mark a record high despite the slowdown in 2Q16 sales. It plans to launch 3-4 new projects, valued at Bt2bn. It expects 2016 sales to reach Bt6bn. It targets revenue to hit Bt10bn within three years. (Thun Hoon, 29/07/16) Comment: It is rather incredible how this property developer […]
Read More →ADVANC ADVANC expects to revise down its 2016 revenue target because of paying Bt75bn for its 4G license. It will make the first payment of Bt8bn with bank guarantee in June. Its cash on hand is Bt60bn. It is budgeting Bt40bn for network expansion. It says its dividend payout ratio will still be 100%. (Khao […]
Read More →ADVANC ADVANC expects 1Q16 earnings to drop to Bt9.26bn, down 6% because of the higher expense of Bt3.5bn needed to keep its 2G subs. (Khao Hoon, 05/04/16) Comment: Part of expectations to an extent however the question how comes how/why/when would they bid /receive the spectrum that JAS failed to pay for AIRA AIRA plans […]
Read More →BANPU BANPU expects Hong-Sa power plant to generate US$100-200mn/year, 40% of which it will book. It has budgeted US$554mn for its five-year investment plan. It expects capacity to reach 4,300MW by 2025. It expects coal sales to reach 43.1mn tons this year. (Khao Hoon, 04/04/16) Comment: We are still wondering how they are going to […]
Read More →BJC Foreign banks help BJC fund US$6.2bn Big C buy – Berli Jucker Plc (BJC) has tapped foreign banks including BNP Paribas as well as domestic lenders to raise US$6.2 billion for its acquisition of Big C Supercenter Plc, putting it on track to successfully meet a March 31 financing deadline. (Bangkok Post, 4/3/16) Comment: […]
Read More →ABC ABC has signed an MoU to rent a commercial building. It plans to use this area as an integrated services animal hospital. It plans to launch a Bt2.5bn condo on Sukhumvit 39. (Khao Hoon, 19/01/16) Comment: Whenever I’m reading news about this company my head begins to cock to the side like a dog […]
Read More →AQ AQ reported 1Q15 earnings of Bt37.3mn (+378% YoY) from 1Q14’s Bt7.8mn. Management says performance will turn around this year. It will launch nine projects: single house, townhouse, and condominiums, with total value of over Bt8bn. It expects sales of Bt2.5bn. (Thun Hoon, 19/05/15) Comment: AQ’s stock price has already valued in all of its […]
Read More →AIRA Board approves capital increase of 3.16bn shares to be offered at rights of 5 old shares to 2 new shares for Bt1/share plus AIRA-W1 and AIRA-W2. 1Q15 earnings showed a profit of Bt13mn compared to 1Q14 loss of Bt31mn. (Thun Hoon, 18/05/15) AOT AOT reported 2Q15 net profit of Bt4.8bn (+32.36% YoY) benefitting from […]
Read More →ARROW ARROW expects strong 1Q15 earnings backed by rising revenue. It expects 20% revenue growth this year and has a chance to get one of the Red Line contracts value at Bt40mn. (Kao Hoon, 19/03/15) CPALL Subsidiary CP Retail Link Co., Ltd. expects 2015 revenue of Bt3.4bn or 15% YoY growth from last year and […]
Read More →CRANE CRANE expects revenue growth of no less than 20% in 2015 supported by the good outlook for the crane market brought by the planned mega projects, raising demand for cranes. It plans to invest Bt100mn to buy a new crane with a total capacity of 600 tons. It will receive two 250-ton cranes sometime […]
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