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 […]
Read More →AKR AKR will participate in government bids worth Bt2.6bn in 2H17 and expects to win Bt1bn. It aims to export solar panels to Myanmar and Laos for long-term growth. (Thun Hoon, 30/6/17) Comment: Despite all the news this company has released, they’ve never achieved anything over the past 5 or so years ANAN ANAN is […]
Read More →AOT AOT is confident that 2017 earnings (Oct 16 – Sep 17) will surge. 2H17 is expected to be impressive, driven by the low base from the zero-dollar tour crackdown. The conflict with the Treasury Department will not affect future growth, said the management team. (Thun Hoon, 28/6/17) Comment: The stock is up some 20% […]
Read More →AGE AGE will submit its investment plan to the board for approval in August. It plans to invest over Bt100mn. Management is finalizing plans for 3Q17 and expects 2H17 to be strong as orders from China and Vietnam will support 3mn sales volume (25-30% growth). (Thun Hoon, 13/6/17) AMATA AMATA is in talks with Chinese […]
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