ABM: AGE raised holding by 0.2802% to 5.24% on Mar 28. Comment: Why is AGE buying into a loss-making, above BV bio mass co? AOT: Coral Finest Business Class Lounge (Cocoon), International Concourse C, SIA received Pioneer of the Year award from Priority Pass for unique & innovative services, Miracle Lounge Domestic Concourse D, SIA […]
Read More →ABM signs Bt2b contract to supply eucalyptus wood chips to Chinese customer, over 12 month period, with revenue coming in from 3Q22 onward. Comment: Been a steady grower in revenue over the past 5-6 years but this isn’t shown in the bottom line. SGF plans to double dealerships from 10 currently, boosting motor-bike financing, sees […]
Read More →AAV: will resume 2 daily flights from SIA to KL from June 20. Comment: A large segment of the population still doesn’t realise how quick traveling is going to come back, but, only for certain segments. And AAV is going to easily pass the higher fuel costs for the first 6 months. Next year it’ll […]
Read More →ABM target FY20 exports sales +30% yoy, thanks to strong demand for biomass fuels, target full year no less than 50k tons, new RDF fuel plant 2k tons capacity p.a. to cod in 4Q. BAFS expects full year jet fuel sales volume -60% yoy, in talk to buy 30mw solar farm to diversify risk, finalize […]
Read More →ABM ABM expects to boost earnings after a loss in 1H18. Management says sales volume has reached target of 280k tons. Sales volume of Wood Palace factory was 60K tons in 1H18. It has budgeted Bt70mn to build 5K tons production capacity. It expects sales volume will peak in 2020. (Thun Hoon, 1/10/18) ADVANC, JMART […]
Read More →ABM ABM targets overseas revenue growth of 8% backed by growing demand from new power plants in South Korea and Japan. Its CEO confirmed that it will make profit in 2018 despite a slight loss in 1Q18. (Thun Hoon, 5/7/18) AOT In 9MFY18, AOT’s passenger traffic grew 9.8% YoY and aircraft movement increased 6.4% YoY. […]
Read More →ABM ABM closed at Bt2.52, 40 %above IPO price on the first day of trade .The company will spend Bt135mn to expand its palm kernel warehouse, build wood pallets )for biomass power plant (and expand the sawmill . Management said lots of orders will underwrite 2Q18 sales growth of 30 %to 22,000 tons/month and it […]
Read More →ABM ABM said 2Q18 earnings are expected to be strong, driven by a lot of orders. It expects sales in the quarter to surge 30%, reaching Bt22bn/month from 1.4-1.5 Million tons/month. (Khao Hoon, 20/4/18) BIZ BIZ’s shareholders approve dividend of Bt0.08/share. The payment date is May 9. It has current backlog of Bt1.46bn, with recognition […]
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