AIT sets 2016 revenue target growth at 10% from Bt5.1bn in 2015 supported by its backlog of more than Bt3bn and government projects. It plans to start a data center project within 2Q16. (Kao Hoon, 25/03/16)
APCO sets 2016 sales target at Bt450 or growth of at least 10% and maintain gross margin at no less than 85%. It will focus on the domestic market. In 1Q16 it had a good response and Direct Service is ready to send Operation BIM to drugstores. It plans to pay a dividend of 100% of net profit. (Thun Hoon, 25/03/16)
Comment: We said back in 2014 that this company was trading at ridiculous valuations and even though the price is off by some 40%, I still think it’s incredibly expensive.
AS sets 2016 revenue target growth at 30%, supported by launch of 24 new games and adding games on mobile to reach 30% of all revenue. It expects 2016 earnings will turn around. (Thun Hoon, 25/03/16)
Comment: I do wonder if they can actually do it…we’ve been waiting for a number of years and perhaps its finally time.
BJC is leading the pack. After it acquires BIGC it will be the biggest retailer in ASEAN. It targets 2016 revenue growth at 10% supported by sales from abroad. It has budgeted Bt4.5bn to expand capacity both inside and outside Thailand. It is confident that its tender offer will proceed as planned. (Thun Hoon, 25/03/16)
Comment: They own retail in Thailand, they have metro in Vietnam, so I fully expect to see expansions into Laos and Cambodia.
AAV expects 2016 net profit to be over Bt1bn driven by 16.9mn passengers and an 82% cabin factor. It expects to get five A320 planes this year, with a goal of 70 airplanes in 2020. It expects to open new routes in CLMV, beginning with Luang Prabang. (Thun Hoon, 09/02/16)
Comment: There is no real competition for AAV, I like to now saw Emirates control’s the mid-high end customers, AAV controls budget.
ABC plans to launch ABC Residence Sukhumvit 39, valued at Bt2.5bn. The selling prices will start at Bt170,000/sqm. It expects to do presales in March. (Khao Hoon, 09/02/16)
Comment: Will this condo be launched w/ solar power and IT Solutions?
APCO targets 2016 sales growth of 10% to achieve revenue of Bt450mn by focusing on providing BIM products to local customers. It is looking for a partner in Singapore to build MLM in Singapore, Malaysia, and Indonesia. (Khao Hoon, 09/02/16)
Comment: I hate MLM companies, there said I it
CCN expects 2016 net profit to mark a record high backed by the setup of 4G networks. It expects this to contribute 50% of total revenue in 2016 from last year’s 5%. It expects 2016 revenue to grow 20% aided by Bt70mn backlog. It expects to get a Bt200mn mega project which is expected to be concluded by 1Q16. (Thun Hoon, 09/02/16)
GPSC plans to operate 65MW hydroelectricity in Laos with startup in 2017; construction has reached 35% completion. (Thun Hoon, 09/02/16)
AGE plans to expand to Vietnam and Cambodia where demand is high. It expects 2016 revenue to grow 10-20% from this year’s Bt4bn. It plans to expand its seaport, which is expected to increase its capacity by 30%. (Thun Hoon, 16/12/15)
Comment: The coal industry isn’t going anywhere and AGE is suffering with it
APCO plans to expand its market at home and overseas and will launch a new product, “Refreshing Spray”. It expects 4Q15 sales to increase by 50%. It expects to recognize revenue from abroad within 2016. (Khao Hoon, 16/12/15)
Comment: Effectively a listed MLM firm. If you believe that there are enough silly consumers out there to overpay for POS products then you can go ahead and believe in APCO
CEN expects to show net profit next year from net loss this year backed by its subsidiary and whole year of revenue from its power plant. It plans to expand abroad and acquire more power plants. (Thun Hoon, 16/12/15)
CI expects 2016 revenue growth of 100% backed by transfers, rental revenue, and selling Bt1.2bn assets to REITs. It expects 2015 revenue to be higher than Bt2bn. (Khao Hoon, 16/12/15)
Comment: This will mainly be from the REIT, the issue with a property company this size is that earnings will be lumpy, great for a year or 2 and rubbish for the next few years and CI is no different.
ADVANC expects to report 3Q15 earnings tomorrow. It expects 9M15 net profit of Bt28bn (+4%) despite 3Q15 net profit dropped by 7% to Bt8.35bn. (Khao Hoon, 09/11/15)
AKR expects to get a Bt150mn electric transformer project from the MEA, which will raise its backlog to Bt600mn. It expects 2015 revenue to achieve target of Bt2bn backed by high demand. It is expanding into another solar farm. (Thun Hoon, 09/11/15)
APCO reported 3Q15 revenue of Bt94.89mn with Bt21.33mn net profit, affected by the slowdown in local demand. It plans to broaden its market by advertising on free TV, which it expects will increase revenue. It plans to launch new products via drug stores. It plans to expand business via MLM (Multi-Level Marketing) in AEC and abroad. (Thun Hoon, 09/11/15)
Comment: A friend commented best on this, a wonderful marketing company but their products have little impact on one’s health.
CSL reported 3Q15 net profit of Bt85.96mn from 3Q14’s net loss of Bt464.34mn backed by data center project and dividend from a subsidiary. 9M15 revenue was Bt2.23bn with net profit of Bt248mn. (Thun Hoon, 09/11/15)
APCO expects 2H15 revenue to be better than 1H15’s Bt189mn on expanding via online and launching new products. It targets 2015 net profit of Bt118mn on the back of high margin product and cost control. (Khao Hoon, 08/09/15)
Comment: And they are somehow launching a HIV/AIDS medicine as well.
BEAUTY targets export to comprise 6% from 2% by focusing on India and the Middle East where it has a customer base. It plans to sign a contract with a distributor in Indonesia this month. It expects earnings to mark a record high this year. (Bangkokbiznews, 08/09/15)
Comment: They do have substantial amount of cash on the b/s relative to assets ~30% today.
BIG expects 2015 net profit to grow 100% from 2014’s Bt137mn on the back of higher bargaining power with suppliers. It has budgeted Bt100mn to renovate old branches and open new branches. (Thun Hoon, 08/09/15)
FSMART plans to set up new version of Boonterm top-up machine in 208 SAWAD branches aiming at 200 branches/month. It is looking for other prospective partners. It targets top-up revenue to reach Bt15bn from 60,000 existing top-up machines. Management expects revenue from advertising will grow significantly in 4Q15. (Thun Hoon, 08/09/15)
Comment: And this machine continues to grow and grow
AKR expects to get a 20MW solar farm from a cooperative which is expected to be concluded in August. It plans to invest in a power plant on 94 rai in Lopburi. It expects to show net profit in 2Q15, benefitting from booking revenue from its backlog. 2H15 performance is expected to be good backed by Bt500-600mn in revenue. (Thun Hoon, 29/07/15)
APCO plans an acquisition to increase its competitiveness. To fund this, it is issuing 250mn shares. It expects the acquisition to increase revenue by 2X-3X from last year. It expects to launch new products throughout the rest of the year. (Thun Hoon, 29/07/15)
Comment: I’ve never met the company, but I’ve marveled at the way the stock has been brokered all the way to 50x earnings.
BEAUTY plans to expand overseas, especially in ASEAN, first in Indonesia and Malaysia. It expects 2Q15 earnings to be good, with good earnings continuing in 2H15. (Thun Hoon, 29/07/15)
Comment: I … still … just … don’t … get …. it.
BIGC reported 2Q15 earnings of Bt1.9bn (+4.7% growth) with revenue of Bt34bn aided by SSS growth and expansion in its customer base. It expects to expand its business by opening more branches. It is confident 2015 sales will achieve its target. (Thun Hoon, 29/07/15)
Comment: Expect to see more cost cutting measures by BIGC, there is very little that they can now do to push top line growth.