AGE AGE reported 1Q16 profit growth of 114% YoY on total revenue of Bt940mn thanks to its cost reduction as well as a better performance. It targets 2016 revenue growth of 10%. (Thun Hoon, 17/5/16) Comment: It’s still far away from where they used to be pre’08 AOT AOT reported 2FYQ16 net profit of Bt5.56bn […]
Read More →AOT AOT expects 2QFY16 earnings to peak backed by 197,913 flights (+9.4%) and 32.3mn passengers. It expects 389,272 flights in 1HFY16 (10.6% growth) and 61.2mn passengers. (Khao Hoon, 26/04/16) Comment: It’s just incredible, time to start a pool on when passengers hit 100 mn AQUA AQUA will pay dividend of 100% of profit with Bt900mn […]
Read More →AQUA AQUA plans to acquire a power business in Japan, expecting to invest in solar power. It expects performance to grow steadily. (Thun Hoon, 14/12/15) Comment: An advertising company, with a water-related name, investing in solar power. yeahhhhhhhhhhhhhh! BANPU BANPU plans to restructure its business with a focus on power. It expects to increase capacity […]
Read More →AQUA AQUA reported 3Q15 net profit of Bt69.61mn (+108.16%). 9M15 net profit was Bt221.96mn (+114.74%) backed by a growth in sales of electricity, warehouses, and ads. (Khao Hoon, 17/11/15) ATP30 ATP30 has three new customers. It will supply 30 cars that will contribute revenue from the beginning of 2016. It reported 3Q15 net profit of […]
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 →ABC ABC set revenue target for 2015 at Bt800mn, focusing on five new concerts. The company plans to add more alliances with 3-4 credit card issuers, which it expects to conclude by mid-2015. The major shareholder intends to reduce his holding from 76% to not less than 50%. (Khao Hoon, 18/02/15) Comment: Not a bad […]
Read More →AOT Waiting for cabinet approval — AOT is waiting for cabinet approval of the backup runway project with Multi-Function Terminal with an investment budget of Bt48bn. The PM has confirmed that the government wants AOT to set up an infrastructure fund to help finance its projects. The company’s board meeting will be held on January […]
Read More →With its latest acquisition into TH and AQUA, following on from its acquisition of a stake in MACO, VGI looks like it now has a strong grasp on the OOH advertising market Sources: Company Announcements
Read More →AAV TAAX plots aggressive expansion – Thai AirAsia X (TAAX) is charting a lofty growth plan that it hopes will put the airline at the forefront of the medium- and long-haul low-cost segment it pioneered in Thailand. Ramping up its passenger volume to 1mn by 2016, expanding the fleet to include a newly unveiled version […]
Read More →AMATA AMATA reports that it is negotiating to sell 700-800 rai of land to Chinese, European and American investors. It expects the deal to be concluded soon. It also said 2Q14 earnings will be better than 1Q14 due to an increase in booking land transferred. (Kao Hoon, 31/07/14) Comment: Still a safe simple recovery play. […]
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