ASIMAR ASIMAR plans to do takeover and M&As abroad to provide growth. It plans to take part in domestic bids, especially steel structure for Suvarnabhumi phase 2, valued at Bt400mn, after it getting the first phase of this project. It will also take part in the roof structure for the MRT Green Line worth Bt100mn. […]

Read More →

ABC ABC plans to invest in WeChat Pay project, a mobile payment application for Chinese tourists. It expects this to contribute revenue of Bt1bn/month. It plans to partner with department stores and is looking for other partners as well. (Kao Hoon, 07/03/17) Comment: Where does the news get these magical #’s from?    APCO APCO […]

Read More →

BCP BCP reported 2016 profit of Bt4.7bn or growth  of15%. The board approved a dividend of Bt1/share, XD on Mar 1. It is confident that 2017 EBITDA will grow 20%, supported by full capacity operations at its refinery. (Kao Hoon, 20/02/17) BIG BIG reported 2016 profit of Bt846mn, increasing 84% from 2015, setting a new […]

Read More →

ABC ABC plans to focus on E-Payment and expects to sign a contract with a financial institution and its partners. It plans to provide “ABC Payment service” to boost its fee income and 2017 revenue. (Kao Hoon, 23/01/17) BCP BCP’s board approved in buying 50mn capital increase shares of Lithium America Corps (LAC) via its […]

Read More →

ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]

Read More →

ALT ALT won its lawsuit: the court held that the other party to the contract has to pay compensation of Bt13.5mn per month. (Thun Hoon, 07/10/16) ARIP ARIP expects 4Q16 earnings to record a new high supported by high season. It has a big project at the end of the year which it expects will […]

Read More →

CPALL CPALL expects its net profit to be good brought by SSS growth and 700 new stores. It expects 1Q16 net profit to be no less than Bt3.85bn with Bt102bn sales. It plans to sell MAKRO shares. (Thun Hoon, 04/05/16) Comment: It does finally look like they are going to do something with their stake […]

Read More →

AH AH expects 2016 sales to grow 5-6% backed by automotive sector recovery. It expects to increase revenue by focusing on making molds, which increases its gross margin. (Thun Hoon, 11/01/16) Comment: Rubbish, this company hasn’t performed for a decade. BJCHI BJCHI expects 4Q15 earnings to reach a record high aided by transfers and the […]

Read More →

BKD BKD reported 3Q15 earnings growth of 107%. It expects 2015 revenue to mark new high. It has completed up a roadshow in Hong Kong with CLSA with good feedback. (Khao Hoon, 11/11/15) Comment: I just don’t understand how they were able to grow as well and whether or not it is sustainable. BRR BRR […]

Read More →

ADVANC ADVANC expects 3Q15 net profit of Bt8.6bn (-4%) affected by decreasing service revenue and profit margin on sale of mobile handsets and rising marketing expense and depreciation. It expects 4Q15 earnings to be better because of the 4G auction. (Khao Hoon, 24/09/15) Comment: It’s the same story every couple of years for AIS, in […]

Read More →