BCP BCP to invest Bt350mn for R&D, focusing on startup companies in order to drive future growth. (Thun Hoon, 8/9/17) Comment: An interview on BCP is coming, I was impressed by the developments and moves made by them over the past few years HMPRO HMPRO signals 3Q17 earnings will be better YoY due to a […]
Read More →BANPU BANPU to invest USD350mn in the gas, power plant, and mining businesses. It is ready to develop a five-year plan. ( Thun Hoon, 21/7/17) BCP BCP approved a JV with KSL by a subsidiary. This is to strengthen its ethanol business. The process is expected to be done within October. (Thun Hoon, 21/7/17) Comment: […]
Read More →AMATA AMATA believes it will reach its land sales target of 1000 rai. It is now negotiating with Chinese, Japanese, European, and US customers to buy 100 rai of land. The company says 2017 revenue will be higher than Bt4.7bn. ( Thun Hoon, 18/7/17) Comment: The share price had risen on the news of the […]
Read More →BCP BCP is certain that 2017 earnings will reach target as oil volatility is not expected to affect earnings. Its EBITDA is targeted to grow at 20% with support from subsidiaries’ power plants. (Thun Hoon, 11/7/17) COM7 COM7 is expected to have 2Q17 earnings of Bt105bn or 30% growth, supported by sales of smart phones. […]
Read More →AH AH to invest Bt3.5bn in a JV with Sakthi, a major player in auto parts manufacturing. (Thun Hoon, 9/6/17) Comment: A rather strange JV and I’m not entirely convinced by it AIT AIT is to sign a new contract worth Bt594mn in the next 1-2 months. The company is also anticipating other biddings worth […]
Read More →ASP ASP will finalize in venture capital investment in Israel in June. The investment budget is expected to be US$1-2mn. It expects 2Q17 revenue to be higher QoQ, as it is the underwriter of several IPOs. (Thun Hoon, 1/6/17) BCP BCP expects 2017 EBITDA to grow above 20% after 1Q17 earnings were better than expected. […]
Read More →AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]
Read More →AAV AAV reported 1Q17 net profit of Bt570mn, down 43% due to higher fuel cost. Its revenue was Bt9.1bn, up 2% on 8% passenger growth and 89% loading factor. (Kao Hoon, 11/05/17) Comment: How much better can this company perform? It’s effectively running at full load, the only thing that they can do different is […]
Read More →AGE AGE expects 2017 revenue to grow 25-30% on the back of robust earnings for the first four months of the year. It continues to expand to China and expects exports to comprise 30% this year. (Kao Hoon, 09/05/17) AMC AMC plans to launch new products to boost 2017 revenue to growth of 10-15%. It […]
Read More →AGE AGE plans to expand to Vietnam where demand is high. It expects 2H17 sales to jump on the completion of the setup of a JV. It targets 2017 sales to grow 25-30% from last year’s 2.36mn tons. It expects 1H17 domestic sales to be good, with orders from major clients up 50%. (Thun Hoon, […]
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