AAV AAV reported strong ticket presales for 3Q17. The company is increasing its flight routes to boost sales. It expects to add four more routes in 2H17 which will push up passenger numbers to over 19.5mn and support 16% revenue growth YoY. (Thun Hoon, 20/6/17) ADVANC ADVANC will sign 2100 MHz with TOT this year […]
Read More →FTSE rebalancing: rebalancing will happen during the close of today. These are the changes… FTSE Large-Cap = No changes. FTSE Mid-Cap = Add: EA, BPP, TPIPP, KSL, VNT, WHAUP // No deletions FTSE Small-Cap = Add: ORI, CMR, SQ, LANNA, TNR, FN, GLANDRT, UTP, MACO, CTW, TKS // Delete: VNT (move to mid-cap), CRANE (move […]
Read More →ABC ABC plans to take over AQ project, S Ratanathibet worth Bt2bn. This will add to its revenue. It expects this condominium to finish construction in 2017. It continues to expand business to support its revenue in the long run. (Thun Hoon, 08/12/16) Comment: AQ has been an amazing flop with assets being snapped up […]
Read More →AMARIN AMARIN plans to increase capital by 200mn shares, priced at Bt4.25/share, privately placed with Wattaana Pakee Co., Ltd., which will be a major shareholder. It expects this to give it fullservice media business potential and make it ready for AEC. (Thun Hoon, 28/11/16) Comment: And that has made the stock price shoot through the […]
Read More →AS AS expects 2016 revenue to remain at 2015 level. It expects profit in 2017 after restructuring its business and plans to write off retained loss of Bt1.03bn. (Kao Hoon, 18/11/16) Comment: Well I’m not entirely convinced their “new business model” is going to be successful. BGT BGT plans to open a branch in Vietnam […]
Read More →APCO APCO set up three subsidiaries, which it expects to support its 2017 performance. It expects 2016 revenue growth to be higher than 10% because it plans to boost sales in the last three months. It expects 4Q16 revenue to be peak. (Thun Hoon, 05/10/16) Comment: They haven’t quite been able to do the magical […]
Read More →AAV AAV’s load factor was a high 85% in 1H16. Fares are also rising and jet fuel prices falling. It plans to open new routes in 2H16. It wants to cooperate with AOT to develop Don Mueang Phase 3 which will increase capacity to 40mn/year from 30mn/year. (Thun Hoon, 23/08/16) Comment: I do wonder if […]
Read More →ABC ABC is confident that 2016 will turn around and targets 2016 revenue of Bt2bn. It plans to launch Above Sukhumvit 39 project on Sep 9 and hold a grand opening for ABC World on Dec 12. (Kao Hoon, 17/08/16) Comment: Will this condominium be sold via their online channels with pet stores and solar […]
Read More →AAV Confident in AAV’s management team — The Srivaddhanaprabha family of duty-free operator King Power has insisted it does not plan to shake up Thai AirAsia nor delist the firm that owns the majority stake in Thailand’s largest budget carrier. (Bangkok Post, 15/6/16) Comment: Get ready to see more duty free sales on every flight! […]
Read More →ADVANC ADVANC has confirmed that it will be bidding for the 900MHz on May 27 with a bid of Bt75.65bn. (Kao Hoon, 25/5/16) DTAC DTAC unfazed by more 4G competition — The country’s second-largest mobile operator shrugged off increased competition from its rivals, saying that Advanced Info Service (AIS) and True Move will also face […]
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