ADVANC ADVANC targets revenue growth of 4-5% in 4Q14, from 3Q14 revenue of Bt29.382bm. For the year, it expects revenue from services to grow at its target rate of 1-2%. It said it is confident that bidding for 4G will start 3Q15. (Kao Hoon, 07/11/14) Comment: The key thing that most investors look at here […]
Read More →AP AP reports presales of Bt21bn as purchasing power has recovered to support demand for property in downtown and near train mass transit. The company is preparing to launch Banklangmueng in Sukhumvit 77 and Rhythm “The Slow Collection” totaling Bt6.35bn. (Thun Hoon, 06/11/14) BEAUTY BEAUTY says 4Q14 will be good on seasonality. It expects revenue […]
Read More →BCP BCP says EBITDA this year will hit Bt10bn supported by revenue from its solar farm and investment in Nido Petroleum. It will go on a roadshow with the SET in the US. (Kao Hoon, 28/10/14) Comment: I’ve never liked their E&P expansion and with the refcent 20% decline in oil prices I do wonder […]
Read More →AAV Thai AirAsia X eyes broad expansion – An aggressive expansion appears on the horizon for Thai AirAsia X (TAAX) with the addition of five wide-body jets and expanded coverage over Japan next year. On the radar screen for Thailand’s first long-haul low-cost carrier are services to four Japanese airports – Haneda (Tokyo), Nagoya, Fukuoka […]
Read More →BRR Ready for IPO — BRR is ready to sell 169mn shares in an IPO. It is expected to finalize the offering price on October 27, 2014. It plans to be listed on the SET on November 6. The company plans to use the proceeds to increase its cane crushing capacity and as working capital. […]
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