ANAN ANAN targets 2016 revenue of Bt14.5-15.5bn (43% growth) backed by Bt38bn backlog. It targets sales of Bt21.5-22.5bn with 32% gross margin. It is confident 2015 revenue will reach target of Bt10-11bn. It plans to launch ten projects, valued at Bt22-23bn, next year. (Thun Hoon, 18/12/15) Comment: Perhaps one of the few property companies still […]
Read More →ANAN ANAN says its backlog is Bt36bn of which Bt6bn is expected to be booked in 4Q15. It plans to launch two condominium projects at Bang Sue and Silom valued at Bt8bn. (Khao Hoon, 14/10/15) AUCT AUCT expects to get 4G auction system project management from NBTC. It expects this to contribute revenue in 4Q15. […]
Read More →AJD AJD expanding business to online top up machines. It has a three-month target to sell 20,000 machines with sale of 70,000 machines next year. The setup of a JV with YTO Express at Alibaba will finish this month. (Kao Hoon, 15/9/15) Comment: So they’ll try and compete with FSMART, quite curious to see if […]
Read More →ANAN ANAN plans to launch Bt9.8bn in new projects which will lift backlog from Bt34.3bn. 4Q15 earnings is expected to be the best this year. It expects 2015 revenue of Bt10-11bn. (Thun Hoon, 07/09/15) Comment: THB 34 bn of backlog as of end of ’15 seems like they are slightly lagging their plans AUCT AUCT […]
Read More →AJD AJD and CTH plan to sell set-top boxes for Premier League football. They target Bt338mn in sales (200,000 set top boxes) within one year. It expects membership fees to drive revenue growth to 50%. (Khao Hoon, 18/08/15) Comment: CTH desperately needs to find a way to make money from its PL licenses, they are […]
Read More →ANAN ANAN launches 4 new projects worth of Bt11bn. It has set a presales target of 40% per project within Aug 12-16. It is cooperating with Thai Samsung Electronics. (Khao Hoon, 14/8/15)] Comment: And they’re spending quite the small fortune on marketing these projects, you can see their advertisements everywhere in Bangkok ATP30 ATP30 IPO […]
Read More →AJP AJP will change its name to DCORP and plans to invest in the power business. It plans to go to China to study a project that it wants to operate in Thailand. (Khao Hoon, 06/08/15) ANAN ANAN plans to launch seven condominiums valued at Bt20.3bn in 2H15. 1H15 presales reached Bt12.5bn (+227%). It is […]
Read More →ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]
Read More →ACD ACD expects to show net profit in 3Q15 backed by property management fees of Bt35mn. It plans to buy three hotels in Phuket, expected to be finalized in 4Q15. It plans to acquire more property business in Laos and Cambodia. It is confident 2015 revenue will be higher than Bt1bn and expects to wipe […]
Read More →AAV Management is confident there is no impact from ICAO. There is no suspension for any AAVÂ scheduled flights with regards to the ICAO issue. (Thun Hoon, 24/06/15) Comment: AAV’s core growth market is China, as long as China is ok then it doesn’t matter what ICAO says. AIRA AIRA shareholders approved raising capital by 3,160 […]
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