ADVANC AIS asked to review plan to use Jas spectrum for its 2G customers — THE NATIONAL Broadcasting and Telecommunications Commission (NBTC) yesterday asked Advanced Info Service (AIS)to review its plan to protect its 2G subscribers in the part related to Jas Mobile Broadband (JASMBB),citing that the existing plan could not be allowed. (The Nation, […]
Read More →AJD AJD is studying investment in logistic business. It expects 2016 performance to be good on the back of its Top-Up business. (Thun Hoon, 23/02/16) Comment: No comment, tired of the rubbish coming out of this firm. ARROW ARROW reported net profit of Bt245.2mn, growth of 65.24%, supported by decrease in raw materials cost. The […]
Read More →ADVANC ADVANC expects to report 2015 earnings of Bt38bn. It expects to pay a dividend of Bt6/share, equal to 3.5% dividend yield. (Khao Hoon, 04/02/16) Comment: Well that’s proven to be wrong, the first dividend to be paid out is THB 6.49 / share… BJCHI BJCHI say it is not worried about the downtrend of […]
Read More →AGE AGE expects to become a holding company engaged in the property business. It expects a return of at least 15%. It plans to export coal to Vietnam, which will increase revenue by 5-10%. It expects 4Q15 earnings to be good. It plans to implement cost control to increase profit. (Thun Hoon, 18/01/16) Comment: A […]
Read More →BEAUTY BEAUTY expects 4Q15 earnings to be good on the back of government stimulus measures. It expects 2015 sales of Bt1.7bn with a record high net profit from 2014’s Bt301mn. It targets 2016 sales to grow 20%. (Khao Hoon, 04/01/16) Comment: The last minute bump by the government to promote year end spending should bold […]
Read More →AH AH expects 2016 revenue growth of 5-10% thanks to new car models. It expects gross profit margin to be good when it implements cost control. It has budgeted Bt400mn to acquire a business next year. It has cash on hand of Bt800-1,000mn. (Khao Hoon, 30/11/15) Comment: This has been a dog of stock for […]
Read More →BKD BKD reported 3Q15 earnings growth of 107%. It expects 2015 revenue to mark new high. It has completed up a roadshow in Hong Kong with CLSA with good feedback. (Khao Hoon, 11/11/15) Comment: I just don’t understand how they were able to grow as well and whether or not it is sustainable. BRR BRR […]
Read More →Names today: BKD, DNA, EA, IFS, IRPC, KCE, KTB, MACO, MINT, NCH, OCEAN, RML, S, STPI, TRC, TVO BKD BKD expects 2015 revenue to grow 40% backed by Bt2bn in backlog. It plans to bid for more public and private projects to raise its growth. (Khao Hoon, 04/11/15) DNA DNA expects 2016 revenue to turn […]
Read More →Names today: AIT, ILINK, BKD, CHOW, DELTA, DEMCO, EASTW, EPCO, FORTH, LIT, MCS, QH, SAMCO, SUSCO AIT AIT cooperating with ILINK to invest in a data center. It has got a Bt600mn job which is expected to start up in 2016. It expects this to boost performance next year. It expects 2015 revenue of Bt5.2bn […]
Read More →AJD AJD expects to sign contract with YTO Express in September. It plans to invest in the logistics business in Thailand soon. (Khao Hoon, 31/08/15) AOT AOT expects to invest in Suvarnabhumi phase 2, valued at Bt56bn, by the end of this year. Management expects performance to be good as total passengers grew 14% in the first […]
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