AAV
AAV 2Q17 earnings collapsed to Bt170.6bn, -60%YoY due to higher oil prices and a reduction of turnkey revenue flights to China. (Khao Hoon, 11/8/17)
BEM
BEM posted 2Q17 earnings of Bt723mn, +43%YoY due to opening of Sirat expressway and purple line. 1H17 earnings posted earnings of Bt1.4bn, +18.1%YoY (Khao Hoon, 11/8/17)
BIG
BIG believes camera market is still growing — It says that 4Q17 performance would reach the peak. It expects 2017 earnings growth of 10-20%. It plans to expand stores and to boost mobile revenue to be 15% from currently at 8% of total revenue. (Thun Hoon, 11/8/17)
Comment: Well no it isn’t growing, we can see it in BIG’s performance with profits down rather dramatically.
BRR
BRR posted 2Q17 earnings growth of +540%. It expects revenue to grow 66% this year due to higher oil prices. It is ready to go for another 60MW for SPP Hybrid Farm. It will pay a dividend of Bt0.15/share. (Th un Hoon, 11/8/17)
BTS
BTS to start building Pink-Yellow Line in the beginning of 2018. It is studying extension lines. (Khao Hoon, 11/8/17)
Comment: They are going to make a small fortune on all these extension lines
EGCO
EGCO posted 2Q17 earnings of Bt3.5bn, +72%YoY. Its 1H17 earnings were Bt6.5bn, +40%. (Khao Hoon, 11/8/17)
GLOW
GLOW posted 2Q17 earnings of Bt2.8bn with dividend of Bt1.531/share, XD on August 21. (Khao Hoon, 11/8/17)
MONO
MONO believes that 2017 revenue will turn around to a net profit after two years of losses after 1Q17 profit of Bt74mn. It targets 2018 revenue to be able to wipe out accumulated loss of Bt722. It targets 2017 revenue of Bt3bn, boosted by new movies and series to drive ratings. It expects ad rate of Bt28,000-30,000 per minute. (Thun Hoon, 11/8/17)
WICE
WICE believes 2Q17 earnings will be peak. It plans to expand abroad with logistics services to build up its customer base. Total revenue of this year is expected to grow 30%. ( T h u n H o o n , 11/8/17)
Comment: Unless they can find another company to purchase revenue growth will drop back to single digits

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