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
CCN and partner to bid for government project worth Bt100mn in 2Q15. It expects to get the entire project. The 1Q15 outlook is relatively the same as last year. It expects 2015 revenue growth to reach the target 20%. (Thun Hoon, 17/04/15)
COLOR expects its 2015 to turn to be profitable, after losses for three years in a row. It expects the improvement to be enough to offset the retained losses of Bt17.53mn. It expects a strong 1Q15 after the return of client orders and better utilization rate. (Thun Hoon, 17/04/15)
DCON expects dramatic earnings growth over the next few years. Within the next ten days, it plans to set up a joint venture for a new plant in Cambodia. It also plans to set up a precast plant that will contribute Bt100bmn/year. It will also invest in a power plant and residential property in the future. (Thun Hoon, 17/04/15)
Comment: It’s the power plant and the residential projects that are the short term EPS drivers here.
Gets new project producing electric wire worth Bt871mn. This will raise backlog to more than Bt5bn. Solar farm projects will generate about Bt1.75bn. 1Q15 is expected to be strong. (Khao Hoon, 17/04/15)
Comment: DEMCO should always continue to win work in any power related project, especially renewable energy projects.
Published on the Bangkok Post on 2nd September 2011
Krungthai Car Rent & Lease Plc (KCAR) for two decades has provided vehicles for rent to consumers and organisations such as public agencies, state enterprises and private companies. It currently has a fleet of more than 3,000 rental vehicles and its own network of service centres throughout the country. Director Pichit Chantarasereekul discusses the company’s strategy and outlook.