AP AP expects to open 12 new projects in 2H16 in total worth Bt25.58bn. This will support 2016 presales to hit its target of Bt31bn. Presales are at Bt14.07bn with backlog of Bt17.06bn, of which it will book Bt8.7bn this year. It is confident that revenue will reach target of Bt23.7bn. (Kao Hoon, 31/08/16) Comment: […]
Read More →AAV AAV’s load factor was a high 85% in 1H16. Fares are also rising and jet fuel prices falling. It plans to open new routes in 2H16. It wants to cooperate with AOT to develop Don Mueang Phase 3 which will increase capacity to 40mn/year from 30mn/year. (Thun Hoon, 23/08/16) Comment: I do wonder if […]
Read More →AP AP expects 2H16 earnings to be good supported by first time booking revenue from JV with Japanese partner. It expects revenue from the JV to increase in 2017. It plans to launch 13 new projects worth Bt25bn in 2H16, which will help it meet its presales target of Bt31bn. (Thun Hoon, 22/07/16) BIG BIG […]
Read More →AP AP expects 2Q16 earnings to continue to grow, supported by its transfers. It expects 2016 revenue will hit target at Bt23.7bn supported by backlog of Bt12.9bn and the launch of 13 new projects. (Thun Hoon, 05/07/16) BIG BIG has opened its “WONDER PHOTO SHOP”, its first outlet for printing photos from smartphones. This has […]
Read More →AP AP reports presales of Bt10.5bn for the first five months of the year. It plans to launch 13 projects in 2H16, valued at Bt25.3bn. It targets 2016 presales of Bt31bn with revenue of Bt23.7bn backed by Bt14.7bn backlog. (Khao Hoon, 23/06/16) ARROW ARROW expects to get 60% market share because of its strength. It […]
Read More →A Areeya targets 2016 revenue of Bt7bn supported by its backlog of Bt2.34bn, of which will book Bt1.5bn this year. It has stock of Bt3.5bn. It expects sales of Bt10bn in 2016. It plans to launch 12 projects worth Bt20bn. (Khao Hoon, 10/06/16) Comment: Their stock price performance has one of the smoothest charts I’ve […]
Read More →AOT AOT plans to open bidding for the APM system at Suvarnabhumi valued at Bt3bn in midJune. It expects to finish the deal in October 2016. (Khao Hoon, 06/06/16) Comment: AOT has been very quiet recently in terms of their expansion plans. AP AP got revenue of more than Bt8.55bn, up 20%, in five […]
Read More →AAV AAV expects 2Q16 earnings continue to be good supported by passenger growth and lower oil price. It plans to open four new routes. In 1Q16 earnings was over Bt1bn due to high season. (Thun Hoon, 24/5/16) AP AP launched two new condominiums valued at Bt3.64bn. Presales will be held on June 4-5. It targets […]
Read More →AP AP expects 2016 revenue to reach Bt23.7bn supported by Bt13.29bn transfers and Bt3.4bn condo backlog. It plans to launch 20 new projects valued at Bt32.7bn. It expects this to lift its sales to hit its target of Bt31bn. (Khao Hoon, 12/04/16) ASEFA ASEFA expects 2016 earnings to be good. It targets 2016 revenue to […]
Read More →Notable Transactions Buy(s) THB 6.3 bn -KCE, BA, TTCL, RS, SAM, SPALI, MAJOR, WHA, SCC, IFEC, BBL, DCORP, BLAND, JMART, TU, SOLAR, TVO, NSI, CBG, SUPER, NMG Sell(s) THB 15.0 bn -BEC, KCE, SAWD, COL, UNIQ, MAX, AP, SAM, JSP, MAJOR, SRICHA, ITD, BA, TMC, AAV Note: Transactions shown are trades above THB 20 mn
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