BCP BCP says EBITDA this year will hit Bt10bn supported by revenue from its solar farm and investment in Nido Petroleum. It will go on a roadshow with the SET in the US. (Kao Hoon, 28/10/14) Comment: I’ve never liked their E&P expansion and with the refcent 20% decline in oil prices I do wonder […]

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AOT AoT to seek Dec nod for new terminal – Airports of Thailand (AoT) Plc will ask the cabinet as early as December to approve the construction of a second terminal at Suvarnabhumi airport to serve more passengers. AoT board chairman Prasong Phunthanet will meet Transport Minister ACM Prajin Juntong today to discuss the construction […]

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AMATA AMATA reports that it is negotiating to sell 700-800 rai of land to Chinese, European and American investors. It expects the deal to be concluded soon. It also said 2Q14 earnings will be better than 1Q14 due to an increase in booking land transferred. (Kao Hoon, 31/07/14) Comment: Still a safe simple recovery play. […]

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BLAND BLAND expects 2Q14 earnings to break a record high with gross profit of Bt7-8bn in the quarter, up 60% QoQ, after reversing provisions set earlier for a court case that has now expired; operating performance was also strong. Its book value is also expected to increase to Bt3.25/share supported by the rise in land […]

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ACD ACD reports good presales at condo in Maha Sarakham with 50% booked within a week. It is confident that all 300 units will be sold in 3Q14. (Khao Hoon, 26/06/14) BCP BCP said that its Bang Chak Hi Diesel is a hit among consumers with market share at #2 for diesel stations and sales […]

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CPN CPN will invest more than Bt50mn in digital platform and release a new CentralWorld App targeted at the new generation. CPN hopes the new app will help push sales up in 2Q and 3Q. (Khao Hoon, 04/04/14) DELTA DELTA to focus on the ASEAN market. It says performance in 1Q14 was very good, with […]

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ANAN ANAN expects to report Bt1.5bn in revenues in 1Q14, a 50% increase YoY, supported by booking revenue from its condo, Ideo Mobi 4. (Khao Hoon, 17/03/14) AOT Phase 2 to move as planned — AOT says that Phase 2 of Suvarnabhumi airport worth Bt62.50bn will go as planned. It will draft the TOR this […]

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ADVANC PDRC targets AIS in anti-Shinawatra bid- The People’s Democratic Reform Committee (PDRC) kicked off its campaign yesterday targeting businesses believed to be owned by the Shinawatra family. PDRC leader Suthep Thaugsuban announced at a Silom Road rally it was necessary to “destroy” the Shinawatras’ funding sources and the group targeted Advanced Info Service (AIS), […]

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AMATA  Flood hits Amata Nakorn- More than 700 factories in the Amata Nakorn Industrial Estate in Chonburi have been cautioned to monitor the floods closely, as they may face a repeat of the 2011 deluge. Viboon Kromadit, the estate’s chief of operations, said evacuation should be prepared and drilled even though the water has yet […]

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AAV: Thai Post link up for speedy EMS. Thai AirAsia, the biggest low-cost carrier, has joined hands with Thailand Post to introduce an EMS [Express Mail Service] super-speed service as part of its plan to strengthen its financial performance. Currently, ticket sales contribute 84% of revenue, while non-ticket sales make up 16% of total. The […]

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