ABC ABC had presales of 30% or more than 10 units in ABOVE Sukhumvit 39 project worth Bt2.5bn. It expects presales to reach 70-80% this year and revenue to reach target of Bt2bn. It expects to turn to a profit and write off retained loss of Bt159mn this year. (Kao Hoon, 26/09/16) Comment: Not really […]
Read More →AGE AGE has orders of more than 300K tons from China. It expects export portion to rise to over 20%. It plans to increase coal sales to 200K tons, with service revenue rising to Bt300mn. (Thun Hoon, 08/09/16) ANAN ANAN expects 2H16 earnings to be better than first half supported by backlog of Bt38.5bn, of […]
Read More →ANAN ANAN and Mitsui Fudosan plan to set up associated companies and launch three projects at the end of this year. It expects this to bring up backlog from Bt38bn, which can cover revenue until next year. It plans to buy land. (Thun Hoon, 14/07/16) Comment: And their growth is effectively secured for the next […]
Read More →ABC ABC plans to launch ABOVE Sukhumvit 39 condo, valued at Bt2.5bn. It expects to open for presales in 3Q16, with prices starting at Bt150,000/sqm. It expects sales to reach 60-70% this year. (Thun Hoon, 17/06/16) ACC ACC acquired a 5.5MW solar farm in Saraburi, valued at Bt290mn. It expects this to boost its 2Q16 […]
Read More →ANAN ANAN will hold a roadshow in Singapore. It targets 2016 revenue of Bt15.6bn thanks to high demand. It plans to launch Bt18.7bn in new projects, raising its backlog from Bt38.5bn and covering revenue through 2017. (Thun Hoon, 07/06/16) Comment: Perhaps the hardest hit name post the draft bill re property BCH BCH expects […]
Read More →ANAN Taiwan fund is interested in investing in ANAN. A decision is expected soon. The company plans to issue a debenture worth Bt1bn to support business. It plans to launch a new project worth Bt19bn to increase its backlog to Bt37bn. (Thun Hoon, 20/04/16) Comment: More curious about the recent perp bond they’ve announced than […]
Read More →ANAN ANAN has achieved Bt3.6bn in presales from Aston Silom Condo (60% of total). It is interested in joining the “Baan Pracharat” project. It targets 2016 sales of Bt21bn. (Khao Hoon, 18/03/16) Comment: According to management, they are going to report slower pre-sales than before because they’ll hold some inventory to make more $ ATP […]
Read More →ANAN ANAN targets 2016 revenue to reach Bt11bn backed by Bt37.2bn backlog. It plans to launch 12 projects, valued at Bt22bn. (Thun Hoon, 26/02/16) Comment: Seems to be rather conservative estimates coming out from the management team given their backlog, lets see how things unfold during the year BANPU BANPU expects net profit to return […]
Read More →ANAN ANAN expects Bt1.8bn cash from transfer of Ideo Mobi Wongsawang Interchange in 3Q16. It expects this to lift 2016 revenue to its target of Bt15bn. (Thun Hoon, 02/02/16) Comment: Well that’s only a 50% increase in revenue this year.. BCP BCP has budgeted Bt2.92bn to acquire a 198MW Japan solar power plant. It expects […]
Read More →ADVANC ADVANC is budgeting Bt40bn to expand its 4G network. It targets to cover all 77 provinces with 14,000 base stations in two months. It is confident it can secure its customer base. It expects to complete the deal with TOT by 1Q16. (Thun Hoon, 27/01/16) Comment: And all signs are still pointing up for […]
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