AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15)
Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh!
BANPU plans to restructure its business with a focus on power. It expects to increase capacity to 4000MW by 2020. It plans to invest in power plants in Laos, Myanmar and China. It plans to expand capacity at its Japan solar farm to 200MW. It targets coals sales of 42mn tons next year. (Thun Hoon, 14/12/15)
Comment: Well they had better do something to shift away from the dying industry that is coal.
BGT expects to increase 2016 net margin to 7% even though 2015 net margin will be lower than 1%. It expects to expand to Myanmar and open 5-6 branches. It expects exports to contribute revenue of Bt11mn/year. It is considering investing in Cambodia. It expects 2015 revenue growth to achieve target of 10%. (Thun Hoon, 14/12/15)
Comment: I’ve always liked the CEO of BGT, he knows and understands the retail business very well but not many people care for the Bodyglove brandname.
DEMCO plans to take part in the Bt10bn EGAT and PEA bidding. It plans to invest in running tap water lines from hydropower plants in Laos. It plans to hedge risk from windmill power by using large engineering companies and buying more insurance. It is confident it will have no problems at its three new projects (Khao Kho, Watabaek, and Had Gunghang). (Thansetthakij, 14/12/15)
Comment: Over the next 3-6 months expect to see a lot of news surrounding demco’s turnaround efforts
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)
Mid-east investor interested in BCH shares as it is a small-cap with strong fundamentals. It expects this deal to expand customers from the Middle East. (Thun Hoon, 04/09/15)
Comment: A mini BH in the making perhaps?
BDMS reports that G. Wasupol Co Ltd has transferred its business to BDMS. It plans to add more three hospitals. (Khao Hoon, 04/09/15)
Comment: Issue for BDMS is that growth is going to look smaller b/c of its scale
FSMART’s management accused of corruption by former shareholder. It expects this to be in the courts this month. (Khao Hoon, 04/09/15)
Comment: Then perhaps that shareholder should sue every past government in Thailand’s history as well.
KKP expects loans growth to drop because of the sluggish economy. It expects to have to make extra provisions. It targets 2015 NPLs of 6%. It does not plan to open new branches after closing 24 branches but expects to focus on service improvement. (Thun Hoon, 04/09/15)
AKR is seeing demand recovery. It expects 2Q15 profit to be positive backed by revenue recognition. It expects 3Q15 earnings to mark a record high. It is ready for an upcoming bid for the MEA valued at Bt2bn. It expects 2015 revenue will hit target growth of 10% aided by huge orders for solar plant transformers. It expects to add more PPAs next year. It plans to sell 8MW of electricity in 2016. (Thun Hoon, 07/08/15)
DTAC plans to introduce “4G VoLTE” and “VoWifi” by November. It says this is an innovative 4G service and is expected to replace traditional calls within 3-4 years. (Khao Hoon, 07/08/15)
GPSC reported profit before FX and extra items of Bt576mn (+10%YoY). It plans to invest more to achieve stable growth. (Thun Hoon, 07/08/15)
ITD is on the short-list for the Bt10.5bn dual track bid for Chachoengsao – Klong 19 – Kaeng Koi. SRT expects to announce the winner by the end of this year. ITD and ROJNA will sign a contract for Dawei phase1 valued at Bt52bn. It expects to sell land in the industrial estate in 4Q15, targeting sale of 3,000 rai. (Thun Hoon, 07/08/15)
JMT expects robust earnings in 2Q15 backed by increasing debt collection. It plans to focus on personal loans beginning from 3Q15. It is confident 2015 revenue growth will reach target of 30%. It expects a Bt90bn portfolio at the end of this year. Net profit is expected to jump for the next two years. (Thun Hoon, 07/08/15)
Comment: Just incredible, HOWEVER, if they want to keep growing and growing, don’t be surprised to see them raise more and more capital
AQ says AQ Aria Asoke, valued at 1.6bn, sold out within 1 week after launch. It plans to launch new projects focused on single detached houses and townhomes. (Khao Hoon, 08/07/15)
Comment: Location is still the most important part of property regardless of the brand name, AQ has done a decent job getting its projects up and running but still worried re its valuaton
ARROW expects 3Q15 earnings to mark a record high with 25% gross margin backed by implementing cost controls and stable materials cost. It expects 2015 revenue to achieve target. It expects to get Bt20mn from selling pipe for underground cable in 3Q15. (Thun Hoon, 08/07/15)
Comment: Arrow has been on such a run for the past few years, we do wonder aloud if they have the necessary capacity to match all the potential projects
BCP expects 2Q15 earnings to grow aided by refinery margin and stock gain. It targets power plant capacity of 200MW this year. (Khao Hoon, 08/07/15)
Comment: Just like every other industrial related co, they’ll have profits in 2q as a result of stock gains, 3q however now looks to be unfolding the other way
BEAUTY plans to broaden its market to Indonesia, expected to be clear in 2H15. It expects 2015 revenue to increase 20% thanks to strong demand. (Thun Hoon, 08/07/15)