IVL IVL reports that it signed a contract to purchase DuPont Teijin Films (DTF), a world leader in BOPET (Biaxially-oriented Polyethylene Terephthalate) and PEN (Polyethylene Naphthalate) production. (Khao Hoon, 11/10/17) Comment: And the acquisition juggernaut that is IVL continues. QTC QTC is going to issue 70mn new ordinary shares for PP priced at Bt13/ share, providing funds […]
Read More →COL COL expects a strong performance in 2H17 after it sold its online business to Central Group, which will boost its earnings 66%YoY. 2Q17 earnings increased by 23%YoY on rising orders. The growth will come from the e-book business as well. (Thun Hoon, 10/8/17) Comment: Does this just go to show that the online business […]
Read More →COMAN COMAN believes 2H17 performance will be good, driven by revenue from “Synergy Technology” and high season. The management team signals that there are M&A deals. It is now ready to be a leader in development of tourism software. (Thun Hoon, 19/7/17) KTC KTC 2Q17 earnings are Bt786mn or Bt3.05/share or 35.66% YoY growth. (Thun […]
Read More →BBL BBL to support credit loan of Bt1.44bn for 20.1MW hydropower plant in Laos in the JV between B Grimm and S.V. Group. (Thun Hoon 25/05/17) Comment: Rumours have it that B Grimm will eventually IPO on the SET. It’ll be interesting to see which businesses they decide to bundle into the IPO should it […]
Read More →ATP ATP30 expects 2017 revenue to be a record high of Bt350mn, up 15%, brought by Bt320mn revenue contribution from a service contract. It is talking to four new clients and expects to complete one transaction in Feb. It is budgeting Bt120mn to buy more buses to meet greater demand from more clients. (Kao Hoon, […]
Read More →BANPU BANPU’s last day to get BPP IPO reserve. Today is the last day to buy BANPU and get rights to reserve BPP IPO and dividend of Bt0.25. The stock will be posted as “XB-XD” on September 8. (Khao Hoon, 7/9/16) Comment: Most certainly one way of ensuring your share price stays elevated BCP BCP to […]
Read More →BIG BIG is confident that 2016 revenue will surpass its 10% growth target thanks to an expansion of 15-20% in the camera market. It expects to maintain gross margin above 32%. It expects printing from smartphones will support earnings in the future. (Thun Hoon, 22/06/16) Comment: As evidenced by 1Q numbers, they will far surpass […]
Read More →BA BA expects 2016 revenue and net profit to mark a record high aided by increasing flights, opening new routes and lower oil price. It is talking to four airlines partner about code sharing and expects to expand to 25 airlines in 2017. It plans to cooperate with Bangkok Hospital to provide ambulance flights this […]
Read More →ADVANC Partnership may decide if AIS joins 4G auction — The uncertain status of a partnership agreement between TOT Plc and Advanced Info Service (AIS) may put the latter under increasing pressure to join the renewed auction for the 900-megahertz spectrum. (Bangkok Post, 28/3/16) ARROW ARROW expects 1Q16 earnings to be good on the back […]
Read More →Humour Would you believe it if I said that Thailand is the second best performing market in Asia this year? Nearly +4.5% in USD terms Airlines Nok Let’s start with Nok Airways, it appears that ever since its ludicrously expensive IPO no one has been a believer in Nok Airways, perhaps its the way that […]
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