ADVANC ADVANC to trade Bt3.30 XD on Wed 20Government says it needs time to consider whether delaying bidding on 5G Comment: It would be ridiculous if the government approves a postponement of payment for the 4G license bidding. Except for TRUE (which is a financial basket case), DTAC and ADVANC make plenty of CF. AOT […]
Read More →AOT NESDC, formerly known as NESDB, opposes to AOT’s plan to build Terminal 2, asking AOT to stick to 2003 Master Plan by building 3rd runway and extensions to East/West passenger terminals. Comment: Who knows who’s right here. BDMS/BA BDMS’s founder, Prasert Prasarttong-Osoth, paid Bt500m to settle stock manipulation cases. Comment: Short term thinking never […]
Read More →SAMART set a revenue target of Bt20b for this year, 30-40% rise yoy. Comment: Seeing is believing CHG sees higher traffic from fine-dust particles related, sets 10-15% revenue growth target this year, mulls cancer medical center for social security patients. Comment: Shouldn’t every hospital benefit? LH’s firm on Bt33b presales target this year, to launch 6 new projects […]
Read More →Here’s the headlines from companies during the holiday period – no comments Stocks in the news (crd, itel, ktb, ktc, maco, meta, ocean, ptt, tasco) 24.12.18 CRD CRD expects many jobs next year, especially from private entities. Management targets revenue of Bt1.6-1.8bn next year from the expected Bt1.3bn this year. It expects backlog to reach […]
Read More →AOT AOT waiting for decision by ACC committee about suitability and size of Terminal 2. It will then submit a report to the board in January. The board has already approved the project. Share price rose yesterday, in the opposite direction of the SET. (Kao Hoon, 21/12/18) Comment: Well lets just hope it won’t take […]
Read More →AOT AOT has budgeted Bt15bn to pay dividend of Bt1.05 per share, XD on Dec 13. The board gave the nod to another four-year term for the president of AOT, Nitinai Sirismatthakarn. (Thun Hoon, 3/12/18) Comment: And so tourism has recovered…what quite turnaround in emotions for the tourism related names AUCT AUCT expects revenue growth […]
Read More →AGE AGE targets coal sales volume of 4mn tons next year, 20% higher than this year. It expects coal sales volume to hit its target of 3mn tons this year and this will be a record high. Demand both at home and abroad is still growing. It has 3-4mn tons of backlog now and this […]
Read More →AOT FY2018 results to be released on Nov 30. Nitinai Sirismatthakarn, AOT president, says FY2018 performance will be announced on 30 Nov. He expects earnings to be a record high, supported by passenger growth that has put it over capacity. He expects a net margin of 40%. As for terminal 2 construction, it is waiting […]
Read More →AOT Airports of Thailand (AoT) has put the brakes on a second terminal scheduled to be built at Suvarnabhumi airport, pending steps to glean opinions from relevant parties including the International Civil Aviation Organization (ICAO). (Kao Hoon, Comment: And so will AOT decline back down to the price level where it was pre this expansion […]
Read More →Property limits So there’s been noise in the market over the past few months with the BOT first coming out saying that they want to stop the search for yield characteristics in the property market. And on Friday it was announced that the below regulations will come into effect by 1 April 2019. Property price […]
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