AIT AIT has backlog of more than Bt3bn. It plans to bid for new jobs from both the government and private entities. It plans to announce a partner with which it will engage in data center operations in August. It is confident that 2016 revenue will reach Bt5.7bn. (Thun Hoon, 15/07/16) Comment: Well then who […]
Read More →AP AP reports presales of Bt10.5bn for the first five months of the year. It plans to launch 13 projects in 2H16, valued at Bt25.3bn. It targets 2016 presales of Bt31bn with revenue of Bt23.7bn backed by Bt14.7bn backlog. (Khao Hoon, 23/06/16) ARROW ARROW expects to get 60% market share because of its strength. It […]
Read More →BANPU BANPU to have BPP invest in solar farms in China and Japan. It expects to increase capacity to increase revenue in 2017. The coal business continues to be good. It plans to acquire another mine and to invest in renewable energy to replace coal, such as water and solar. It expects to increase capacity […]
Read More →AS AS expects a turnaround in 2016 after a business restructure. It sets revenue target growth 30% which mainly from smartphone market. (Kao Hoon, 11/03/16) Comment: I’ve always liked management here but their industry has been turned upside down by the advent of smartphone technology and they’ve been incredibly slow to keep up with the […]
Read More →BAFS BAFS reported net profit of Bt957mn in 2015. It will pay dividend of Bt0.85/share, XD on May 3. It will also pay a special dividend of Bt0.25/share, XD on 1 March 2016. It plans to expand its business to hotels, property and renewable energy. (Thun Hoon, 19/2/16) Comment: A consistent dividend payer and with […]
Read More →ASIMAR ASIMAR expects 2015 net profit of Bt120-130mn after achieving Bt102.2mn in the first nine months of the year. (Thun Hoon, 05/01/16) COM7 COM7 expects tax incentives to help revenue grow more than 25%. It expects 4Q15 sales to be good because it has 300 branches and many products for sale, including iPhone 6s and […]
Read More →BJC BJC expects its highest ever revenue this year backed by two extra gains. However, this year’s revenue will miss its target of 10% growth. It plans to expand abroad to gain international market revenue of 50% within 3-5 years. (Khao Hoon, 2/12/15) Comment: Broadly the international market revenue is mainly from Vietnam, their latest […]
Read More →Names today: ACAP, COM7, CPN, IFEC, CPN, CSP, IFEC, JAS, KC, NUSA, ORI, PE, RCI, SAMART, SENA, SMART, TSF ACAP ACAP expects to show net profit next year on the back of loan extensions and cost control although this year may have a net loss. It is working with AJD to invest in an online […]
Read More →The other day the cabinet came out with a ruling that: Approved the waiver of value added tax, specific business tax & stamp duty for transferring assets from property funds into REITs. Approved the waiver of income tax for unit-holders of property funds that are converted into REIT So what? This should pave the way […]
Read More →Names today: CHG, COM7, CPN, DRT, EFORL, JTS, KC, KTC, MC, NYT, PLANB, PTT, PYLON, SLP, SMT, TCMC, TPAC CHG CHG expects to acquire one hospital this year. It expects 1-2 deals to be concluded next year. It expects its expansion plan to raise revenue by 18-20% this year from 2014’s Bt2.7bn. It expects net […]
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