AJD AJD expects to benefit after NBTC announced distribution of 4mn digital coupons on Mar 2. It expects 1Q17 performance to be robust. It targets set-top box sales of 600,000 units this year. (Thun Hoon, 20/03/17) Comment: The difference between AJD and FSMART is that AJD will recognise sales 1x when a machine is sold […]
Read More →ASN Broker Public Company Limited (SET:ASN) Managing Director, Mr. Tawatchai Cheevanon discusses the company’s strategy and outlook in The Executive Talk (TET) by ShareInvestor.com. TET: Please explain the history of ASN and its business model. The company was established by both K. Thawatchai Lertrungruang and K. Vanchanog Varunaprabha in 2005 as a licensed insurance broker […]
Read More →Public to get first crack at TFF’s IPO. The State Enterprise Policy Office (Sepo) will apply a small-lot first basis for the imminent initial public offering (IPO) of the Thailand Future Fund (TFF) to enable more retail investors to invest in the infrastructure fund. (Bangkok Post, 13/3/17) State keen to fast-track EEC PPP projects. The […]
Read More →AIT AIT targets 2017 revenue of Bt5bn. Its backlog is Bt3.4bn and it expects to recognize Bt3bn this year. It plans to take part in upcoming bids. (Kao Hoon, 17/03/17) Comment: Since it raised capital 3-4 years ago the company hasn’t had the ability to perform yet. AMA AMA expects 2017 revenue growth of […]
Read More →AOT AOT expects no impact from the land rental issue with the Treasury Department of the rental payment of Bt1bn/year for Suvarnabhumi and Bt1.2bn/year for the other five airports. It expects to pay the rent by March using retained earnings. (Kao Hoon, 16/03/17) Comment: I was wondering how BAFS would perform with the new airport […]
Read More →AKR AKR expects performance to be good on the back of a Bt400mn EGAT project and Bt157mn MEA project. It plans to take part in upcoming bids and government unit solar farm phase 2. It plans distribute solar cells for warehouses with a value of Bt2bn. It expects 2017 revenue to grow 50%. (Thun Hoon, […]
Read More →AGE AGE targets 2017 revenue to grow 30% on the back of higher coal price. It targets exports to comprise 30%, which will back strong growth. (Kao H oon, 14/03/17) BIG BIG expects 1Q17 earnings to be better than 1Q16. It targets 2017 revenue to grow 10-20%. It is budgeting Bt50-60mn to open 10 branches […]
Read More →AJ AJ reported substantial growth in 2016. It expects 2017 performance to be robust from expanding to Europe, stimulus measures, exports, and better purchasing power. It expects this to increase orders for BOPP, BOPET, and BOPA, which are used for packaging. It plans to introduce new products with higher margin. It also plans to do […]
Read More →It’s been all over the news for the past week or so with the local stock newspapers highlighting potential issues with their accounts as per the auditors notes to the FY16 audit report. I used to call this company a darling back in 2011-2012 and again in 2013-2014 where we did very well as shareholders esp with […]
Read More →The finance sector has been hit hard by the decline in GL which led to subsequent declines in MTLS and SAWAD as well. But the story now is around oil again, we chart out the demand/supply internally and regardless of what the news continues to say we have been seeing supply continually increasing in the […]
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