ABICO ABICO will return to normal trading on mai on February 9, 2015. (Tun Hoon 9/2/15) AJP AJP expects revenue of Bt750mn in 2015, a jump from Bt200mn last year. It will operate two renewable energy projects, one of which, a 200MW project, will be a JV. It has no concern on financial position as […]
Read More →BAY Bank of Ayudhya launches new corporate credit, aiming at three key businesses, i.e. car dealers, tire dealers and electrical appliance dealers. The key selling point is to waive collateral and give a high credit line to accommodate the value chain of the businesses. (Thun Hoon, 03/02/15) BTS/AEONTS BTS joins with AEONTS to launch joint […]
Read More →Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →The past few weeks have been their usual hectic period with listed companies reporting their 3Q14 #’s, see below for a summary of how each sector performed on a reported net profit basis. A few comments: The overall performance for the the market was crap the SET & MAI were -4.7% YoY%, and -0.4% on […]
Read More →CPALL CPALL expects 8,100 7-Eleven branches in 2014from currently 7,900. It expects the Thai economy to continue to grow. The company is preparing to launch a large campaign in December. (Kao Hoon, 13/10/14) EASON EASON to focus on foreign markets by setting up factories in Vietnam and Indonesia and a trading company in Malaysia. The […]
Read More →BJCHI BJCHI bidding for projects in Australia and Brazil valued at Bt10bn and expects to obtain Bt6.9bn. The company is confident that 2014 revenue will be Bt4.5bn, +15% YoY, as it has backlog of Bt5bn. It expects net profit to be near 2013’s Bt1.2bn. (Kao Hoon, 09/09/14) Comment: BJCHI is a smaller version of STPI, […]
Read More →AJD AJD says 2Q14 revenue above Bt363mn, supported by stronger sales of electrical appliances due to its promotions. It reaffirms that it expects revenues this year to triple from last year’s Bt1.65bn with Bt4bn to come from sales of set-top boxes. (Thun Hoon, 01/08/14) Comment: Their stock price has been performing incredibly well over the […]
Read More →AJP AJP to maintain core business, provision and production of television satellite programs. It said politics did not impact 2Q14 earnings. (Kao Hoon, 30/07/14) APCO APCO accesses Chinese market after China approved three cosmetic products. The company and partnership will focus on China, Taiwan, Macao, and Hong Kong and book revenue from these markets in […]
Read More →BMCL MRTA to negotiate with BMCL on the Blue line extension work worth more than Bt100bn. The Governor of the MRTA said this would be more beneficial and effective than an auction and will help lower costs for both service centers and construction. (Kao Hoon, 18/07/14) Comment: BMCL’s stock price has been going through the […]
Read More →ADVANC AIS says 3G network covers 95% – Advanced Info Service (AIS), the country’s largest mobile operator, says it completed nationwide deployment of its third-generation (3G) network two years ahead of the deadline set by the national regulator. Average revenue per 3G user is 20-30% higher than a 2G customer. AIS expects 75% of its […]
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