ADVANC ADVANC building up 3G network. It will bring total stations to 20,000 in 2014 from the current 19,000. It plans to set up 3,000 small cells nationwide in 2014 from currently 300 to support data usage. (Kao Hoon, 01/09/14) AMATA Amata well positioned to tap into AEC potential – With the formation of the […]
Read More →CPF CPF plans to expand into food business in Australia. CPF targets 500 chain restaurant branches, and also looks to sell its ready made meals, which it believes has strong potential. The management estimates CAPEX in the range of AU$200mn spread over five years. (Kao Hoon, 23/07/14) Comment: CPF is continuing on their mission to […]
Read More →ADVANC ADVANC will invest more than Bt1.4bn this year to help expand the number of base stations to more than 252,000 in the country and to improve its call centers and change its uniform design. (Khao Hoon, 14/07/14) CPF CPF said sales will grow by more than 15% this year due to lower raw material […]
Read More →AOT AOT says 3QFY14 passenger traffic contracted 7% due to political problems and seasonality. Its MD expects performance to gradually recover in FY4Q14. It expects passenger traffic and revenue growth of 3%. The second phrase of Suvarnabhumi is waiting for NCPO decision. (Khao Hoon, 30/06/14) Comment: Having just flown back to Thailand last night, I […]
Read More →ITD/CK/STEC/UNIQ Bidding in e-auction for SRT work — The four lead contractors, ITD, CK, STEC and UNIQ, will move ahead to bid in the e-auction for the dual track railway line Chachoengsao-Klongsipgao after the SRT confirmed that the Tipakorn and China Harbor partnership is legal. The price is expected to be set June 23. (Khao […]
Read More →Notable Transactions Buy(s) THB 280 mn RS – RS has the combination of the world cup this year and Digital TV being implemented. CPF – In recent history there has been negative news every 3 months with this co EVER – No idea what is going on with this property company A – Have a […]
Read More →AAV TAA steps up bundling – Thai AirAsia is stepping up its strategy of bundling ground and sea transport with its flights to allow passengers to reach new destinations. The low-cost carrier is adding the southern island resort of Koh Tao and the northeastern province of Mukdahan to its growing list of flights with sea […]
Read More →AGE AGE plans to generate 100MW from biomass power plant in 5 years. It expects to invest Bt7bn. Although revenue from the electricity business will be lower than from the coal business, net profit is expected to be similar. (Khao Hoon, 28/05/14) Comment: Well they are going to have to raise debt to quite high […]
Read More →Notable Transactions: Buy(s): THB 96mn A – Someone @ Areeya bought some thb 25 mn worth of shares, who? No idea b/c there’s no name on the SEC website just yet, have a look @ their chart, this stock just keeps growing and I have no idea why CPF – A director buys nearly THB […]
Read More →CPF CPF says sales and net profit in 1Q14 were strong. It is confident that sales will hit Bt450bn this year, up 10-15% YoY. (Khao Hoon, 18/04/14) Comment: No doubt on the sales growth, however with corn prices crawling higher, margin improvement may not be as good as they expected EARTH EARTH expects revenue of […]
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