Expects to get project in Brazil worth Bt4-5bn in May. 1Q15 earnings will be released in this week. (Khao Hoon, 11/05/15)
Comment: Even though oil prices have dropped, it hasn’t appeared to hurt BJCHI at all just yet.
1Q15 earnings surged 83%YoY to Bt57mn with total revenue of Bt361mn. Management says “Boon-term” machines are growing more than expected, rising to 47,392 machines in 1Q15 from 34,996 in 1Q14. Boon-term machines provide many services that boost revenue, so it has raised its target top up to Bt15bn in this year. The firm continues to look for other channels to build revenue. (Thun Hoon, 11/05/15)
Comment: Still an amazing business model, valuations are getting a bit rich now.
1Q15 earnings will be released today. Profit is expected to reach Bt4.2bn, 6%YoY growth, backed by greater profit at THCOM and ADVANC. (Khao Hoon, 11/05/15)