AKR: branch out from transformer manufacturing business to turnkey solar rooftop, aiming to capitalize opportunity from existing clients, expects big jump next year. Comment: The turnkey solar rooftop market is incredibly saturated atm…. JKN: reaffirms solid 3Q from drama content sales to Malaysia, Phil & India clients, sees positive sales momentum 4Q from media high […]
Read More →AKR sees 2H turnaround from recovery demand for high voltage transformer from EEC expansion, power & solar rooftop projects, will bid for U-Ta-Pao airport projects and high speed rail projects, Bt1b backlog to realize till 2H21. Comment: If thats the case then you have the usual players of AKR, DEMCO, TKT AOT said 8M20 fiscal […]
Read More →AKR branches out from power transformer business to solar rooftop turnkey contractor, Bt450m backlog to realize this year, maintaining Bt1.6b full year revenue target. Comment: The numbers make sense for this solar business as the owner i.e. factories etc, payback period is fast, hence why one shouldn’t be surprised to see GFPT maintained 7.7k tons […]
Read More →AKR JV partner to invest 20mw solar projects in Vietnam, seeks to expand solar panel & transformer sales abroad, will bid 2 projects from authority worth Bt4.5b expects to win at least 10-15% of total. AP to start transferring Bt7.9b “LIFE One Wireless” this month, after 100% sold out. Comment: It will be interesting if […]
Read More →ACAP ACAPs share price has increased 31.66% over July 10-16. Management says that all is proceeding as planned, with a target of loan extensions of Bt5bn this year. It already loaned Bt3.8bn in 1H18 and expects 2H18 to be better than 1H18. It is preparing to list its subsidiary on mai. (Thun Hoon, 18/7/18) AKR […]
Read More →AKR AKR is confident that performance in 2Q18 will turn around with continual negotiation on power supply projects with both the government and private sectors .Backlog value is Bt300mn .The company aims to join the solar rooftop project with Bt500-600mn value and expects to know the outcome by 2H18. (Thun Hoon, 4/6/18) Comment: Ridiculously low […]
Read More →AKR AKR expects 2Q18 to be better than 1Q18 given growing demand of transformers from both government and private entities. It has 2-3 deals worth Bt100mn in the works. It will also bid for 10 solar rooftop projects valued at Bt600mn with results in 2Q18. These will give revenue growth of 20% this year. (Thun […]
Read More →AREE Areeya Property Public Co., Ltd. provides luxury brand “THE AVA RESIDENCE Sukhumvit 77” with project value of up to Bt2.5bn and priced at Bt35-80mn per unit under the concept of esthetics and lifestyle.) Bangkok Today, 5 / 18( 7/ Comment: There has not been much news from this company but their stock price has […]
Read More →BIG BIG has bottomed out after entering high season and is changing its strategy to sell cameras and mobile phones in order to accelerate its earnings recovery in 4Q17. (Thun Hoon, 6/11/17) Comment: Still have my doubts on their ability to continue pushing new cameras to the market, unlike iPhones its a different consumer behaviour […]
Read More →AKR AKR will participate in government bids worth Bt2.6bn in 2H17 and expects to win Bt1bn. It aims to export solar panels to Myanmar and Laos for long-term growth. (Thun Hoon, 30/6/17) Comment: Despite all the news this company has released, they’ve never achieved anything over the past 5 or so years ANAN ANAN is […]
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