Stocks in the news (advanc, bafs, bjchi, ecf, erw, estar, erw, estar, fsmart, gcap, intuch, malee, ptt, sorkon, stec, thcom) 19.08.15

ADVANC
ADVANC maintains its 3% revenue growth target this year. The company plans to expand to the 4G network in 3-4 months if it wins the 4G auction. (Thun Hoon, 19/8/15)
BAFS
BAFS plans to raise this year’s revenue target in response to high demand. It plans to use Bt600mn CAPEX this year for business expansion. (Khao Hoon, 19/8/15)
Comment: Should AOTs Phase 2 expansion go ahead, BAFS is a natural beneficiary of this.
BJCHI
BJCHI expects QoQ stronger revenue in 3Q15 and targets 15% YoY revenue growth this year backed by baht depreciation and more projects. (Thun Hoon, 19/8/15)
Comment: When oil prices first declined to 50 bbl I still wasn’t worried about the prospects of BJCHI, now with oil @ 40 bbl I still feel the same
ECF
ECF believes its revenue growth target of 12% this year is achievable. Revenue from local and overseas is strong and it expects to boost the proportion of revenue from exports to not less than 20% of total revenue this year. (Khao Hoon, 19/8/15)

Continue reading Stocks in the news (advanc, bafs, bjchi, ecf, erw, estar, erw, estar, fsmart, gcap, intuch, malee, ptt, sorkon, stec, thcom) 19.08.15

Stocks in the news (ajd, akr, anan, aqua, bland, epg, fire, forth, gunkul, ilink, malee, mc, mill, pttgc, s, seafco, siam, tsr, tta, tvt, uac) 18.08.15

AJD
AJD and CTH plan to sell set-top boxes for Premier League football. They target Bt338mn in sales (200,000 set top boxes) within one year. It expects membership fees to drive revenue growth to 50%. (Khao Hoon, 18/08/15)
Comment: CTH desperately needs to find a way to make money from its PL licenses, they are still massively in the red, a rather rare miscalculation by the man behind it.

AKR
AKR expects 3Q15 earnings to be better than 3Q14’s Bt34.3mn backed by numerous orders. It expects to bid for Bt1.5-2bn in MEA and PEA jobs. It expects 2016 revenue to surge. It plans to invest in alternative energy which is expected to contribute Bt1bn revenue. (Thun Hoon, 18/08/15)
Comment: Should the renewable industry be as big as people hope, AKR should at one point receive some of the spillover.

ANAN
ANAN says sales of Ananda Urban Pulse reached Bt3bn. It expects 3Q15 sales to be higher than Bt4.4bn backed by demand for condos near BTS. (Khao Hoon, 18/08/15)
Comment: I do think their marketing costs will be higher than analysts expect for the coming quarter.

AQUA
AQUA reported 2Q15 earnings of Bt67mn (+60%). It expects stable growth in 2015 revenue. It plans to invest in warehouse and power plant. (ASTV, 18/08/15)

Continue reading Stocks in the news (ajd, akr, anan, aqua, bland, epg, fire, forth, gunkul, ilink, malee, mc, mill, pttgc, s, seafco, siam, tsr, tta, tvt, uac) 18.08.15