AGE AGE plans to increase export portion to reach 30% supported by orders from China and a JV with a partner in Vietnam. It expects 2017 sales growth of 20% from 2.2mn tons this year. It expects 2017 revenue will better than 2016 thanks to coal price recovery and more orders. (Thun Hoon, 28/10/16) ALLA […]
Read More →BANPU BANPU’s last day to get BPP IPO reserve. Today is the last day to buy BANPU and get rights to reserve BPP IPO and dividend of Bt0.25. The stock will be posted as “XB-XD” on September 8. (Khao Hoon, 7/9/16) Comment: Most certainly one way of ensuring your share price stays elevated BCP BCP to […]
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 →BEM MRTA board approved hiring BEM to install a system at Taopoon-Bang Sue station for Bt63mn. It expects to sign the contract in September and finish the project within March 2017. It plans to negotiate with BEM to operate the Blue Line until 2042. (Kao Hoon, 03/08/16) BCP BCP negotiating with Indonesian partner to set […]
Read More →AOT AOT expects 3Q16 earnings growth of 16.3% YoY supported by tourism recovery and low oil price. It expects to benefit from competition between low-cost airlines. (Thun Hoon, 27/07/16) BCP BCP expects 2016 EBITDA from retail business grow to Bt3bn supported by low oil price. It has budgeted Bt15bn to expand and renovate its petrol […]
Read More →AEONTS AEONTS expects 2016 loan growth to be better than last year. It plans to expand its credit card customer base by launching a marketing campaign. It targets to acquire 360,000 new cards. (Thun Hoon, 21/06/16) BCP BCP says oil sales in the first five months reached 2bn liters. It expects to reach 6bn liters […]
Read More →ADVANC ADVANC will bid for 900MHz. It is ready to pay the guarantee of Bt3.78bn after getting backing from BBL and KBANK. The bidding will be on May 27 and first payment expected in June 2016. (Thun Hoon, 19/5/16) Comment: Should be a non-event, my eyes are just turning towards 2Q #’s to see how […]
Read More →ANAN Taiwan fund is interested in investing in ANAN. A decision is expected soon. The company plans to issue a debenture worth Bt1bn to support business. It plans to launch a new project worth Bt19bn to increase its backlog to Bt37bn. (Thun Hoon, 20/04/16) Comment: More curious about the recent perp bond they’ve announced than […]
Read More →AOT AOT expects passenger growth of 16% to 3.98mn passengers between Apr 8–18. (Khao Hoon, 07/04/16) BCP BCP cuts E&P long-term investment budget of Bt3-4bn (2015-2020). It will use the funds to invest in green power plant instead. (Khao Hoon, 07/04/16) BEM BEM plans to start running the Purple Line and Srirat-Orr in August 2016. […]
Read More →ANAN ANAN targets 2016 revenue to reach Bt11bn backed by Bt37.2bn backlog. It plans to launch 12 projects, valued at Bt22bn. (Thun Hoon, 26/02/16) Comment: Seems to be rather conservative estimates coming out from the management team given their backlog, lets see how things unfold during the year BANPU BANPU expects net profit to return […]
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