BGH Buys new hospital in Nakorn Pathom — BGH has announced the acquisition of Sanamchan Hospital, a 198-bed private hospital in Nakorn Pathom, plus its two hospitals. The investment cost is Bt3.66bnn (SET) Comment: And the growth machine for BGH continues, still think it can comfortably go to THB 20/share, just wait for the day […]
Read More →AIM Changing ticker to “EFORL” today — AIM is changing its trading name to EFORL today because its new business is trading in medical tools and equipment. Its new business will fully operate and clearly contribute revenues in 4Q13. (Khao Hoon, 2/12/13) Comment: From 3D Tv’s and advertising to medical tools, well at least they […]
Read More →CCP 2013 profit of Bt350mn — CCP said it will book net profit of Bt350mn in 2013, with extras in 4Q13 pushing up growth sharply. Revenue in 2013 is put at Bt3bn and it will invest Bt200mn next year with revenue growth of 15% YoY. (Khao Hoon, 26/11/13) CENTEL 2014 revenue growth 15-20% — CENTEL […]
Read More →AAV 3Q13 profit Bt290mn — AAV reports 3Q13 profit of over Bt290mn, +59% growth QoQ. This is due to a 30% increase in cabin factor, raising revenue to over Bt5bn revenue. 9M13 net profit is at Bt1.5bn, 70% growth YoY. (Khao Hoon, 11/11/13) Comment: As long as they stay away from buying planes then ok […]
Read More →Notable Transactions Buy(s) THB 2.2 bn GRAMMY – Owner buys THB 347 mn, likely through the recap for the digital tv bidding IEC – Interesting purchase here, IEC has just announced a warrant issue KMC – A prop recap play here, new owner buys THB 39 mn in the markets MC – Management has been […]
Read More →ABPIF Amata B.Grimm mulls Malaysia plant to feed South – Amata B.Grimm Power is considering building a coal-fired power plant in Malaysia to avoid a potential outcry over construction of such a plant in Thailand.(Bangkok Post, 09/09/13) CCP Growth continuing — CCP expects revenues to continue to grow for the sixth consecutive month on backlog […]
Read More →BTS on fast track – BTS Group Holdings Plc (BTS) reported a reviewed net profit of Bt10.82bn in its first quarter ending June 30 this year, up 5,463.37% YoY. Total revenue surged 1,358.2% to Bt16.04bn during the period, primarily due to both stronger operating performance and gains from the sale of net fare-box revenue to […]
Read More →BTS wins Jakarta job — BTS has won the contract to design, construct and manage the first monorail line in Jakarta. Management said the job involves two major lines worth Bt24bn. It has also signed a contract for a service and maintenance concession for a period of 40 years with PT Jakarta Monorail. (Khao Hoon, […]
Read More →AOT AOT expecting record number of arrivals — AOT estimates the number of passengers passing through Suvarnabhumi this year to reach 50mn, after reaching a record of 170K per day from 150K over the Chinese New Year. It aims to address the airport congestion problem before the completion of Phase 2. (Khao Hoon, 26/02/13) BAY […]
Read More →BTS BTS group infrastructure fund on — BTS Group Holdings looks to have cleared the way for a brighter future, with the green light to go ahead with its infrastructure fund and a possible rise in skytrain fares. (The Nation, 21/02/13) Comment: Looks like there’s been some sell on the news, we all know that […]
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