BA BA reports 3Q17 loss of Bt157.28mn, on a fall in average revenue per passenger of 10.1% from intense competition in the industry. (Thun Hoon, 17/11/17) Comment: Every airline posted another quarter of poor earnings, but if oil goes the way I think (i.e. down), every player should be benefit BR BR plans to expand […]
Read More →BA BA signals 3Q17 earnings will turn positive from 2Q17, as number of passengers and load factor have increased significantly. It is going to open a new route, Bangkok-Phu Quoc to expand its presence in CLMV and increase revenue in the long term. Flights are expected to start on October 29. (Thun Hoon, 4/10/17) Comment: […]
Read More →ACAP ACAP posted 2Q17 earnings of Bt91mn with revenue of Bt190mn, growth of 239% YoY, driven by more demand for business expansion loans. (Thun Hoon, 18/8/17) Comment: Something positive has happened over at ACAP in the past 12 months, performance seems to be far better and the share price is reflecting that… BA BA signals […]
Read More →BA BA expects 2H17 to be supported by tourism recovery. The company is going ahead with its new flight routes. It expects to get the EIA approval for the expansion of the Samui Airport to increase the number of flights to 70 per day in 3Q17. It is also benefiting from the kitchen expansion at […]
Read More →AH AH expects contribution from SGAH in 3Q17 on top of an additional US$10mn in interest income. The process is expected to finish 2Q17. The company aims to improve this year’s performance by reducing cost and efficiency. (Thun Hoon, 29/5/17) Comment: And that has helped propel its stock price by some 11% today. ASP ASP […]
Read More →AAV AAV said load factor has risen to 90-100% on seasonality, more routes and more flights. It expects 1Q17 performance to be good. It plans to open more international routes and increase the number of flights to India. (Thun Hoon, 12/04/17) AOT AOT expects robust earnings in 2QFY17 of Bt6bn aided by 8% passenger growth. […]
Read More →AP AP expects 1Q17 presales at Bt3.75bn. It plans to launch four projects valued at Bt15.65bn in 2Q17. It expects 2017 presales to hit its target of Bt26bn on the back of the launch of 18 projects with total value of Bt35bn. (Kao Hoon, 11/04/17) BA BA and THAI plan to codeshare in order to […]
Read More →AOT AOT expects no impact from the land rental issue with the Treasury Department of the rental payment of Bt1bn/year for Suvarnabhumi and Bt1.2bn/year for the other five airports. It expects to pay the rent by March using retained earnings. (Kao Hoon, 16/03/17) Comment: I was wondering how BAFS would perform with the new airport […]
Read More →ABC ABC expects 2017 earnings to be good and targets revenue from property business of 70% and e-business of 30%. It plans to focus on two projects, Above Sukhumvit 39 and ABC World via abcpoint and WeChat. It expects to be the leader in financial innovation. (Kao Hoon, 27/02/17) AGE AGE expects 2017 coal sales […]
Read More →ASEFA ASEFA targets 2017 revenue growth of 10-15% and plans to bid for government and private jobs. It has backlog on hand of more than Bt1.8bn, of which it will book 70% this year. It has a budget of Bt10mn to open 10 new branches. (Thun Hoon, 02/02/17) Comment: Well if thats the case then […]
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