BDMS BDMS sets 2018 revenue target to reach Bt100bn supported by foreign customers. In 2016, It budgets Bt6bn to renovate its hospital and buy medical equipment. (Khao Hoon, 22/04/16) Comment: Given the way that Prasert continues to buyback shares in BDMS he must have a lot of faith in the business’ ability to grow from […]
Read More →Maybank Kim Eng Thailand has these great updates on a weekly basis regarding the Infrastructure Investment, see below for a succinct summary. Who benefits from this? Well the usual players, CK, STEC, UNIQ, ITD, maybe the smaller ones too hopefully, i.e. NWR, CNT, PYLON, etc… Investment: Infra investments update The Cabinet approved construction of a […]
Read More →ADVANC AIS asked to review plan to use Jas spectrum for its 2G customers — THE NATIONAL Broadcasting and Telecommunications Commission (NBTC) yesterday asked Advanced Info Service (AIS)to review its plan to protect its 2G subscribers in the part related to Jas Mobile Broadband (JASMBB),citing that the existing plan could not be allowed. (The Nation, […]
Read More →AIT AIT is talking to A prospective partner to provide data center service. It expects this to need Bt400mn capital investment. It plans to ask board approval in April. It plans to take part in Bt10bn public bids, of which it expects to get 40-50%. (Khao Hoon, 25/02/16) Comment: They’ve come out saying a few […]
Read More →ASEFA ASEFA expects its new plant to run this February. This plant will raise its capacity by 50%. It plans to open five more after-sales service centers to handle upcoming large orders. (Thun Hoon, 29/01/16) Comment: Well the question will turn to utilisation rates, its a new ipo, not much of a public market track […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →AIT AIT reported 3Q15 net profit of Bt148.84mn (+69.17%). Its 9-month net profit is Bt416.68mn. It expects to finish projects to reach target. (Thun Hoon, 16/11/15) Comment: Astounding numbers from AIT, although given that Thailand’s government spending in this sector has been a bit slow last year it isn’t a surprise to see a decent […]
Read More →Names today: ASIMAR, BIG, BMCL, DEMCO, EPCO, FIRE, MFEC, PS, PTT, PTTEP, PYLON, TSE, UV ASIMAR ASIMAR to show strong 3Q15 after booking two big projects. More potential growth stories include: ship maintenance backlog, Bt600mn tugboat project (to open for bidding in Oct 2015) by the Port Authority of Thailand, multi-million baht projects for the […]
Read More →Names today: CHG, COM7, CPN, DRT, EFORL, JTS, KC, KTC, MC, NYT, PLANB, PTT, PYLON, SLP, SMT, TCMC, TPAC CHG CHG expects to acquire one hospital this year. It expects 1-2 deals to be concluded next year. It expects its expansion plan to raise revenue by 18-20% this year from 2014’s Bt2.7bn. It expects net […]
Read More →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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