BA BA to service air charters between Koh Samui and major Chinese cities, which it expects will drive load factor to 70%. It plans an aviation kitchen in Chiang Mai as well as a maintenance office. It targets greater than 5% revenue growth in 2018 and is not concerned about higher oil prices since it […]
Read More →CHOW CHOW’s 26.68 MW Iwaki solar farm construction is 100% completed, raising its capacity to 65.67MW. It projects this solar farm will generate revenue of Bt400mn/year and start commercial operations in April 2018, booking revenue immediately in 2Q18. (Khao Hoon, 13/03/18) GCAP GCAP targets 60% growth in new loans in 2018 to reach Bt1.8bn. It […]
Read More →ADVANC ADVANC reports 3Q17 net profit of Bt7.469bn, growing by 14% in tandem with the increase in total revenue, while EBITDA increased by 15% to Bt17.589bn because of effective cost and expense management. It plans to invest Bt5bn to expand its high-speed internet network. (Thun Hoon, 3/11/17) Comment: The news that 1) the NBTC set […]
Read More →BIZ BIZ plans to launch a specialized cancer hospital collaborating with five specialists in cancer in order to expand its customer base and attract foreigners in tandem with the upcoming EEC. It targets Bt100mn revenue per year. It is preparing to negotiate 3-4 deals for the sale of cancer treatment machines worth Bt500mn next year. […]
Read More →ALT ALT is ready to get into telecommunication infrastructure, supported by backlog of Bt390mn, around 60% of which will be recorded as a revenue in 2H17, driving company growth. (Khao Hoon, 28/9/17) Comment: There is something interesting here, they started out as one of the partners for AIS and are trying to build a network […]
Read More →BEAUTY BEAUTY believes 2H17 earnings will be strong due to high season. It plans to expand stores both domestically and internationally, mostly via distributors in Myanmar, Lao PDR and Cambodia. This will push 2017 revenue up to a new high of Bt3.1bn or +20% growth. (Khao Hoon, 1/9/17) Comment: Well ok. I’m not going against […]
Read More →ACAP ACAP to sign an MOU to lend more than Bt1.2bn to a company under GGC. It recently gave a Bt400mn five-year loan. ACAP targets Bt6bn in loans in 2017. It expects good growth in both 3Q17 and 4Q17. It plans to list a subsidiary. (Khao Hoon, 29/8/17) Comment: Since they’ve come under new ownership […]
Read More →AMA AMA believes 2H17 performance will grow, supported by high season. This is expected to push 2017 revenue to Bt1.5bn, 50% growth. (Khao Hoon, 28/8/17) Comment: That would be quite an achievement, 1H17 already shows revenues of THB 674 mn…but the company is already trading at a mkt cap of THB 7bn ANAN ANAN to […]
Read More →AJD AJD expects to benefit after NBTC announced distribution of 4mn digital coupons on Mar 2. It expects 1Q17 performance to be robust. It targets set-top box sales of 600,000 units this year. (Thun Hoon, 20/03/17) Comment: The difference between AJD and FSMART is that AJD will recognise sales 1x when a machine is sold […]
Read More →AGE AGE targets 2017 revenue to grow 30% on the back of higher coal price. It targets exports to comprise 30%, which will back strong growth. (Kao H oon, 14/03/17) BIG BIG expects 1Q17 earnings to be better than 1Q16. It targets 2017 revenue to grow 10-20%. It is budgeting Bt50-60mn to open 10 branches […]
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