BKD BKD is waiting for a result of Bt500mn bidding project. Management expects 2H18 operations to grow and plans to bid for new projects with total value of Bt3-4bn. The company maintains its revenue growth target at 20% backed by booking 50% of its backlog (Bt2bn) (Thun Hoon, 17/7/18) DDD DDD targets its revenue to […]
Read More →AKR AKR is confident that performance in 2Q18 will turn around with continual negotiation on power supply projects with both the government and private sectors .Backlog value is Bt300mn .The company aims to join the solar rooftop project with Bt500-600mn value and expects to know the outcome by 2H18. (Thun Hoon, 4/6/18) Comment: Ridiculously low […]
Read More →Notable Transactions Buy(s) THB 1.2 bn SUPER – Share buying between the major shareholders SAWAD – 1Q18 showed a doubling of NPL’s to 8%, but the owners don’t seem fussed by this buyback DDD – Rather expensive beauty product player, stock is now down 20% from the IPO but the founder is buying Sell(s) THB […]
Read More →Hot off the presses! The following are changes in constituents will take place as of the close of May 31, 2018: MSCI GLOBAL STANDARD INDEX (+1) LH (-2) KCE, SCC-F MSCI GLOBAL SMALL CAP INDEX (+6) DDD, KCE, MONO, PRM, THG, TPIPL (-9) BIG, EASTW, FSMART, GL, KTC, LHFG, MALEE, SAMART, TSE
Read More →COM7, KBANK KBANK has partnered with SET-listed COM7, a distributor of peripheral computer devices, to set up mini-branches in Banana IT shops to take advantage of a 50% lower operating cost compared to a normal branch. KBANK plans to open 20 new mini-branches over the next three years and it is in talks with another […]
Read More →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 →AOT AOT expects its six airports to have 17,550 flights during Songkran, +11.9%YoY, with total passengers of 3.01mn, +14.4%YoY. It plans to draw up a TOR for an auction for the commercial area in Suvarnabhumi airport. It plans to select a winner this year. (Thun Hoon, 9/4/18) Comment: Still one of the best performing industries […]
Read More →BRR BRR plans to propose a plan to invest in a premium grade refined white sugar plant to the board in April. It is going to start the production of bagasse products in the end of 2018. It says sugar cane volume in 2017-2018 production season is at 2.9mn tons, which will generate sugar volume […]
Read More →ADVANC ADVANC targets 2018 revenue growth of 7-8% YoY, upon booking 100% of CSL earnings. It plans to invest Bt35-38bn to expand its 4G-fiber network. It expects mobile revenue to grow by 3-5%YoY with 800,000 home internet customers. (Khao Hoon, 16/2/18) BTS BTS 3Q17 earnings were Bt889mn, +89.8%YoY, driven by revenue from mass transit, which […]
Read More →BJC BJC is adding more BIGC stores to reach 781 by the end of 2017 and trying to reduce low profit products on the shelves. It reported that same-store-sales growth turned positive in 3Q17 for the first time in three years and expects SSS growth to continue to rise in 4Q17-1Q18 in tandem with the […]
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