AP AP expects 2017 presales of Bt12.4bn. It plans to launch two condos worth Bt14bn in 2Q17 with a presales target of Bt4bn. Its backlog is Bt25.9bn, of which it expects to book Bt8.3bn this year. (Kao Hoon, 21/04/17) BCH BCH is budgeting Bt2.4bn for a 3-year investment plan. It plans to set up four […]
Read More →ABC ABC plans to launch E-Payment service via WeChat Pay. It intends for this to be a payment application for Chinese tourists. It plans to partner with 10,000 stores. It expects this to contribute revenue of at least Bt1bn/month. (Kao Hoon, 21/02/17) Comment: Right…but then their actual revenue from this may only 1-3%? This company […]
Read More →BA BA expects 2017 passenger growth of 13-15% and revenue growth of 10% but expects profit to be stable from 2016 as oil prices will be coming back up. It plans to expand to China in February-March, flying to Guangzhou and Chongqing. (Kao Hoon, 30/01/17) Comment: We’ve heard rumours of a new private airport just […]
Read More →ALLA ALLA expects 2017 revenue to grow 30% from last year on the back of Bt400mn backlog, expects Bt300mn to be booked in this year. It plans to take part in crane providers for 3-4 clients in waste power plants (valued about Bt40-50mn/client). It is budgeting Bt150-180mn to expand its warehouse and factory. (Kao Hoon, […]
Read More →AIT AIT expects 2017 earnings to recover and targets revenue of no less than Bt5bn supported by its backlog of more than Bt2bn. It plans to bid for government and private jobs with a total value of more than Bt20bn. It expects to conclude the deal to find a partner next year. (Thun Hoon, 02/12/16) […]
Read More →AJD AJD reported 3Q16 net profit of Bt104.17mn, which brought 9M16 earnings to Bt309.8mn on higher sales of its top up machines (AJ Term Sabuy), which it targets to reach 50,000 this year. (Kao Hoon, 16/11/16) Comment: These are the fellows apparently working closely with Alibaba, if you believe in it somehow working (I still […]
Read More →AKP AKP reported 2Q16 net profit of Bt18.08mn, up 61.6% YoY. It expects 2H16 performance to achieve its target. (Thun Hoon, 11/08/16) BCH BCH expects 2H16 earnings to be good supported by a faster breakeven at WMC than expected. It plans to increase Social Security clients to 800,000. It expects 2016 revenue to grow no […]
Read More →ANAN ANAN will hold a roadshow in Singapore. It targets 2016 revenue of Bt15.6bn thanks to high demand. It plans to launch Bt18.7bn in new projects, raising its backlog from Bt38.5bn and covering revenue through 2017. (Thun Hoon, 07/06/16) Comment: Perhaps the hardest hit name post the draft bill re property BCH BCH expects […]
Read More →BAY BAY targets loan growth of 7% mainly corporate loans in Thailand and Japan. It expects revenue from fees to grow, offsetting lower NIM. It expects NPLs in 2016 of not over 2.5% and plans to sell Bt2-3bn in NPLs. It plans to issue a debenture worth no less than Bt10bn to bring Tier 2 […]
Read More →AOT AOT will open Don Mueang Airport Terminal 2 on Mar 8. This terminal can handle up to 30mn passengers annually. It expects 2016 passenger growth of 26%. It expects Don Mueang and Phuket airport to contribute additional revenue of Bt1bn in 2016. (Khao Hoon, 02/03/16) Comment: Plus you do have phuket opening as well, […]
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