AIT AIT says it is ready to take part in system management projects both private and public. It got two Village Internet projects worth Bt850mn in 1Q17. This increases its work on hand to Bt3bn as of May 9. It expects to book Bt2.3bn this year and rest next year. (Post Today, 12/05/17) Comment: It […]
Read More →BANPU BANPU targets 2017 coal sales to reach 47mn tons. It expects to benefit from higher coal price. It plans to acquire coal mines in Indonesia and Australia to underwrite future growth. (Kao Hoon, 18/04/17) BLA BLA expects to show a net profit of Bt1.2bn in 1Q17 after last year’s loss of Bt6.9bn. Behind this […]
Read More →AJD AJD expects to benefit after NBTC announced distribution of 4mn digital coupons on Mar 2. It expects 1Q17 performance to be robust. It targets set-top box sales of 600,000 units this year. (Thun Hoon, 20/03/17) Comment: The difference between AJD and FSMART is that AJD will recognise sales 1x when a machine is sold […]
Read More →BJC BJC will recognize a full year revenue from BIGC after completing M&A. It expects 2017 net profit of Bt7.7bn, up 104%YoY on the back of 1-2% SSS growth and new stores. (Thun Hoon, 08/02/17) Comment: 3 things, 1. Full year recognition; 2. Interest payments decrease; 3. BIGC margins improve. Now if BJC executives get […]
Read More →A A targets 2018 revenue to reach Bt10bn from 2017’s target of Bt7bn. It plans to launch eight projects valued at Bt8.9bn. It is positive toward the outlook for the property sector. It expects 2016 sales to hit target of Bt6bn with a new high for net profit. (Kao Hoon, 01/12/16) DEMCO DEMCO got a […]
Read More →AKR AKR targets 2017 revenue growth of 40% to Bt2.3bn on the back of transfers. It plans to expand abroad. It expects projects in the Philippines and Indonesia to contribute revenue this year. It targets 10% growth in sales from ASEAN in 2016. (Thun Hoon, 17/11/16) ARROW ARROW targets 2017 revenue growth of 10-15% to […]
Read More →BRR BRR expects 2.3-2.4 mn tons of sugarcane to go into its mills in the 2016/1017 season. Sugar prices are now at a four-year high. It targets brown sugar production of 260,000-270,000 tons.(Kao Hoon, 27/10/16) Comment: I’ve been writing the same thing for a few months now, I’m thinking its time for the sugar co’s […]
Read More →BAY BAY expects 2016 auto leases to reach Bt133bn. It has raised its loan target to Bt279bn after expanding its services to the eastern part of the country. (Thun Hoon, 16/09/16) Comment: The moment that BAY increases the free float i wouldn’t be surprised to see the stock price increase based purely upon fund flow […]
Read More →BEAUTY BEAUTY expects 2016 revenue and profit to be a new high due to revenue growth of more than 45% in 2H16. It is negotiating with a partner to set up distributorship in Hong Kong and Taiwan; it expects the deal to be concluded in 4Q16. It expects revenue growth of no less than 20% […]
Read More →BEM BEM will negotiate with the BMTA for the Blue Line extension job in September. It accepts that passengers on the Purple Line are not meeting its target and pulling down revenue by Bt0.8mn per month. The BMTA has approved a reduction in average passenger fare of 30% to Bt14-29 and expects this to boost […]
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