BJC BJC is talking to many prospective partners (in Laos, Vietnam, Cambodia) to take over local and international companies, which is expected to be finalized soon. It has budgeted Bt2.25bn for investment. It expects 2015 revenue to grow 10% as targeted. (Thun Hoon, 29/09/15) CHOW CHOW is talking to prospective partner to invest in solar power plant. […]
Read More →AOT AOT’s board has approved a computerized passenger-screening system at its six international airports on December 1. International passengers will be charged for this. It expects this to increase revenue by Bt120mn. (Khao Hoon, 23/09/15) BDMS BDMS expects 2015 revenue to grow 12% as targeted. It has a goal of 50 operating hospitals. It plans […]
Read More →BJC BJC expects 2015 performance to be better than 2014 aided by new products and increasing domestic purchasing power. It is talking to a prospective partner to invest in Vietnam and expects talks to be finalized soon. (Thun Hoon, 17/09/15) CHOW CHOW is doing a test run of its 3.5MW power plant which it expects […]
Read More →AOT AOT expects 2015 net profit of Bt15bn (+22%) backed by growth in low cost airlines and increase of 10mn passengers. (Khao Hoon, 16/09/18) Comment: And the most expensive airline stock in the world continues growing & growing, what capacity issue? BDMS BDMS expects 2H15 earnings to be good on seasonality and more patients from […]
Read More →BANPU BANPU plans to boost sales in 2H15 and expects average coal price of around US$59 per ton. The company plans to expand its power business abroad with the aim of increasing its generating capacity to 4,000MW by 2020. (Khao Hoon, 17/08/15) Comment: The only thing we are all waiting for is it’s power IPO […]
Read More →BRR BRR plans to expand its cultivated area to 200,000 rai. It has done research to improve its sugar products. It plans to invest in a third biomass power plant by using bagasse as a fuel. (Thun Hoon, 28/07/15) Comment: Again a natural extension of its existing business. CHOW CHOW expects to add a 42MW […]
Read More →ACD It is starting its project acquisition strategy by buying a condominium project worth Bt700mn. It plans to buy Bt350mn in property in Phuket. Management says it will wipe out retained loss of Bt300mn. It plans to invest in alternative energy next year. (Thun Hoon, 04/06/15) Comment: Another hybrid of property and alternative energy, am […]
Read More →AH AH is dealing to buy firms in India, Malaysia and Japan, expected to be finalized by 2015. The company cut sales target to 5-10% due to a slowdown in the auto industry but it expects revenue to grow to Bt30bn in 2020. (Thun Hoon, 29/05/15) Comment: AH hasn’t been an attractive investment since 2006 […]
Read More →AOT New prez takes the reins – Mr. Nitinai Sirismatthakarn yesterday officially assumed the leadership of the SET-listed Airports of Thailand Plc (AOT). (Khao Hoon, 21/04/15) Comment: Well let us hope that he can reign in the corruption that has plagued AOT over the past few years (or decades) BEAUTY Investment fund interested – BEAUTY […]
Read More →CHOW CHOW expects strong earnings in 2015 backed by full-year contribution from power plant business and rising steel price. Shareholders have approved listing its subsidiary on mai. (Khao Hoon, 08/04/15) Comment: The steel business is nothing for CHOW nor its value, everything here is fully related to its power plant. CSS CSS expects strong 1Q15 […]
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