ADVANC ADVANC says the purchase of CSL shares creates synergy both in terms of revenue and cost reduction and will also strengthen its high-speed internet business. It says it will look at the regulations for the bidding for the 900-1800 MHz spectrum before making a decision to join. Its 2018 investment budget will be lower […]
Read More →BIG BIG has bottomed out after entering high season and is changing its strategy to sell cameras and mobile phones in order to accelerate its earnings recovery in 4Q17. (Thun Hoon, 6/11/17) Comment: Still have my doubts on their ability to continue pushing new cameras to the market, unlike iPhones its a different consumer behaviour […]
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 →AOT AOT signals 4Q17 earnings of Bt4.69bn, driven by more passengers, especially from China. It will also gain more revenue as King Power operates commercial area in Don Muang Airport’s Terminal 1. AOT expects Suvarnabhumi Airport expansion to bring more profit. (Thun Hoon, 11/9/17) Comment: As long as there are still problems in Korea, don’t […]
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 →ANAN ANAN posted 2Q17 earnings of Bt279.46mn, +33.22%YoY with a 29.9% growth in revenue to Bt3.75bn. Its board approves a dividend of Bt0.06/share, XD on August 18. (Khao Hoon, 8/8/17) Comment: 1/3 above consensus and yet the price doesn’t move. BIG BIG says 2H17 earnings will be better than expected, driven by store expansion. It believes […]
Read More →BEAUTY BEAUTY believes 2017 revenue growth would be more than 20%. It plans to continue expanding business abroad and in Thailand. (Khao Hoon, 2/8/17) Comment: The growth would now be determined on their ability to expand overseas, domestically its seems to have reached “peak beauty” ha…ha…ha…. BIG BIG to go into the photo printing business. […]
Read More →ADVANC ADVANC to invest Bt2bn in customer care. Serenade customers are targeted to hit 4mn within 2017 from 3.5mn now. (Khao Hoon, 20/7/17) AH AH sold shares in its joint venture “Quantum Inventions Pte Ltd” to Continental for SGD9.25mn. This could be booked as extra gains in 3Q17. It targets 2017 revenue growth at 5%. (Thun Hoon, […]
Read More →AAV AAV is opening a short training course for aircraft maintenance personnel in its effort to emphasize its human resources. ( Thun Hoon, 4/7/17) AP AP boasts presales of Bt15bn YTD and expects Bt26bn for the year. The company is about to launch TWO new condominium projects worth Bt12.4bn in 2H17. Revenue is expected to […]
Read More →BEAUTY BEAUTY reported 1Q17 revenue of Bt687.53mn, up 29.7% with net profit of Bt199.65mn, up 54.5% on the back of better sales at each distribution channel. It continues to expand both at home and abroad and also plans to distribute to King Power and 1,100 7-Eleven stores. It plans to expand to an online channel, […]
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