ARIP branches out from event organizer & media publication to digital services, aiming to capture demand for turnkey digital platform for corporate, target 10-15% revenue growth this year. BCP target FY19 EBITA growth >30% driven by higher cracking capacity at 115k bblpd +12% yoy thanks to absence of maintenance shutdown, sets Bt14b capex for ethanol […]
Read More →AMA AMA targets 2018 revenue growth of at least 30% and plans to budget Bt1.45bn to buy three ships, aiming at a capacity increase to more than 100,000 DWT from 86,000 DWT last year. It says palm oil shipping is going well. (Thun Hoon, 31/1/18) Comment: Well its a shipping company, nothing overall special, looks […]
Read More →BKD BKD expects to book Bt400mn extra gain from selling land in 2Q17. It plans to ask approval from its board to pay an extra dividend. It targets 2017 revenue growth of 20%. It plans to take part in Bt1mn bids. (Kao Hoon, 27/03/17) CCP CCP expects 1Q17 performance to be good on seasonality. It […]
Read More →AJD AJD reported 2016 net profit of Bt355mn backed by AJ Top Up machines. It expects to continue to grow in 2017 with a target of 40,000 Top Up machines. It expects to ask board approval to change the company’s name to AJ Advance Technology (AJA). (Kao Hoon, 02/03/17) Comment: Am I going to have […]
Read More →BA BA expects 2017 passenger growth of 13-15% and revenue growth of 10% but expects profit to be stable from 2016 as oil prices will be coming back up. It plans to expand to China in February-March, flying to Guangzhou and Chongqing. (Kao Hoon, 30/01/17) Comment: We’ve heard rumours of a new private airport just […]
Read More →AP AP expects to transfers Bt19.23bn in eight condos in 4Q16. It plans to launch s marketing campaign in Nov in order to boost its presales. (Kao Hoon, 02/11/16) Comment: There’s a lot of condo’s in the industry that will have to be transferred in 4Q this year, back of the envelope numbers indicate close […]
Read More →ABC ABC plans to associate with Tencent Group and Ksher to launch WeChat Pay in 4Q16. It expects this to bring in more Chinese tourists. It targets 5,000 stores to join this service within 2017. It expects this to increase financial transactions by 10%. (Khao Hoon, 30/09/16) Comment: I think that i’m going to run […]
Read More →ADVANC ADVANC will bid for 900MHz. It is ready to pay the guarantee of Bt3.78bn after getting backing from BBL and KBANK. The bidding will be on May 27 and first payment expected in June 2016. (Thun Hoon, 19/5/16) Comment: Should be a non-event, my eyes are just turning towards 2Q #’s to see how […]
Read More →AOT AOT to put Suvarnabhumi airport phase 2 up for auction, This project is valued at Bt16.7bn (Khao Hoon, 23/3/16) BJC Berli Jucker Plc’s (BJC) shareholders okay buying BIGC. Shareholders have voted in favour of a $6.2 billion acquisition of hypermarket operator Big C Supercenter Plc from France’s Casino Group, sources told Reuters. (The Nation, […]
Read More →APCO APCO expects 2016 revenue to grow not less than 10% despite the slowdown in domestic purchasing power. It expects 2016 revenue to reach Bt450mn with a gross margin of 25%. It plans to increase its distribution channels through local retail stores. It is looking for a partner to build its network in Singapore, Malaysia, and Indonesia. (Thansetthakij, […]
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