AU AU reported 2017 earnings of Bt129mn, growing by 30.47% with net margin improving from 16.23% to 17.53% thanks to higher sales and effective cost management. It announced a dividend of Bt0.15/share, XD on May 7. (Khao Hoon, 02/03/18) Comment: Earnings of THB 129mn, a market cap of THB 10.6bn, ok, so perhaps they can […]
Read More →BEAUTY BEAUTY plans to expand to Russia and India as it has a positive view on beauty market growth. It expects to finalize the plan in two years. It targets 2022 revenue of Bt10bn with Bt4.29bn in 2018. It projects market capitalization of at least Bt100bn, as it plans to continuously expand its business both […]
Read More →AAV AAV’s 3Q17 earnings dropped by 34% to Bt260.9mn on an increase in energy cost and a reduction in average fare by 7% in order to compete. It declared a dividend of Bt0.15/share. (Khao Hoon, 13/11/17) Comment: Looks like a lot of the airlines in Thailand will have weak 3Q17 #’s because of the sudden […]
Read More →AQ AQ expects to resume trading on the SET after filing its 2Q17 financial statement after auditor approval. It believes it can continue in business after paying Bt1.63bn in damages to KTB. It says losses in 1Q17 were lower than in 1Q16 on lower expenses and reserves, even though presales also declined. (Thun Hoon, 15/9/17) […]
Read More →BAY Inflow of Japanese investments in EEC benefits BAY. Krungsri bank says the many Japanese investors moving into EEC to make new investment will benefit its business and it plans to cooperate with KBANK, KTB, BBL and SCB to extend loans for big investment projects. BAY had the highest loan growth of peers in 2Q17. […]
Read More →BEM BEM to pay dividend of Bt0.06/share, XD on September 5. (Thun Hoon, 25/8/17) EGCO EGCO says 2H17 performance will grow. It expects to maintain ROE at above 10%. It also plans to expand abroad into Laos, Indonesia and Vietnam. Domestically, it will begin to book revenue from Klong Luang power plant from 3Q17. (Khao […]
Read More →AOT AOT to send Don Muang commercial area bids to its board. It expects to begin booking revenue in December. (Khao Hoon, 22/8/17) BEM BEM to join the auction for the South Purple and Orange lines in hopes of raising passengers to 500,000/day in 2020. 1H17 revenue was Bt7.5bn with profit of Bt1.43bn from booking […]
Read More →BEAUTY BEAUTY posted 2Q17 earnings of Bt273mn, +97%YoY. This gave 1H17 earnings growth of 76.50%, reaching Bt472.84mn. It will pay a dividend of Bt0.15 per share. XD is August 23. It plans to expand both at home and abroad. (Khao Hoon, 15/8/17) Comment: I’ve always been wrong with this company, despite my best efforts (short […]
Read More →AAV AAV 2Q17 earnings collapsed to Bt170.6bn, -60%YoY due to higher oil prices and a reduction of turnkey revenue flights to China. (Khao Hoon, 11/8/17) BEM BEM posted 2Q17 earnings of Bt723mn, +43%YoY due to opening of Sirat expressway and purple line. 1H17 earnings posted earnings of Bt1.4bn, +18.1%YoY (Khao Hoon, 11/8/17) BIG BIG believes […]
Read More →BEM BEM believes it will win its bid to manage commercial area, beginning next year, for the Purple Line stations at Bang Yai – Tao Poon. The beginning of its operation for one additional connecting station on August 11 should boost ridership. (Kao Hoon, 7/8/2017) Comment: Basically yes, at least the government/BMA finally decided to […]
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