ABC ABC plans to launch ABOVE Sukhumvit 39 condo, valued at Bt2.5bn. It expects to open for presales in 3Q16, with prices starting at Bt150,000/sqm. It expects sales to reach 60-70% this year. (Thun Hoon, 17/06/16) ACC ACC acquired a 5.5MW solar farm in Saraburi, valued at Bt290mn. It expects this to boost its 2Q16 […]
Read More →ADVANC ADVANC will bid for 900MHz. It is ready to pay the guarantee of Bt3.78bn after getting backing from BBL and KBANK. The bidding will be on May 27 and first payment expected in June 2016. (Thun Hoon, 19/5/16) Comment: Should be a non-event, my eyes are just turning towards 2Q #’s to see how […]
Read More →ACC ACC expects to wipe out retained losses. It expects net profit to return to the black in 2016 after it expands its business to trading, property, and alternative energy business. It expects to pay a dividend this year on its turnaround. (Thun Hoon, 28/04/16) Comment: A quick scan of the company shows that they […]
Read More →BAY BAY expects auto loans to grow 3% to Bt262bn despite a slowdown in new loans. It is looking for a partner to expand into loans for used cars. (Thun Hoon, 27/04/16) Comment: I can see BAY actually taking away market share from TCAP in this. BJCHI BJCHI will pay dividend of Bt0.5/share, payment on […]
Read More →AJD AJD is studying investment in logistic business. It expects 2016 performance to be good on the back of its Top-Up business. (Thun Hoon, 23/02/16) Comment: No comment, tired of the rubbish coming out of this firm. ARROW ARROW reported net profit of Bt245.2mn, growth of 65.24%, supported by decrease in raw materials cost. The […]
Read More →AAV AAV benefits from lower oil prices. It plans to open routes to Luang Prabang and Vientiane in 2Q16. (Khao Hoon, 12/2/16) Comment: Similar to what was said before, AAV should dominate this entire region for LCC’s regardless of market events. ABC ABC expects to turn around this year. It plans to open a luxury […]
Read More →ANAN ANAN expects Bt1.8bn cash from transfer of Ideo Mobi Wongsawang Interchange in 3Q16. It expects this to lift 2016 revenue to its target of Bt15bn. (Thun Hoon, 02/02/16) Comment: Well that’s only a 50% increase in revenue this year.. BCP BCP has budgeted Bt2.92bn to acquire a 198MW Japan solar power plant. It expects […]
Read More →BIG BIG is budgeting Bt200-150mn to expand its business by opening more branches. It expects 2015 revenue to mark a record high and to pay its first dividend. It expects 2016 earnings to be good. (Thun Hoon, 14/01/16) Comment: I’ve been surprised by their continuing positive performance but I still have doubts on their sustainability […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%YoY) thanks to high sales of set-top boxes and electric appliances. It expects 4Q15 earnings to be good on seasonality and online topup machines. 2016 performance is expected to grow significantly. (Thun Hoon, 18/11/15) BJCHI BJCHI expects 4Q15 earnings to be highest. It expects to book Bt1.7bn […]
Read More →Names today: BSM, DELTA, IEC, ILINK, KSL, NWR, PCA, PCSGH, SAWAD, SMT, SORKON, SVI, SYNEX, TMB, TPOLY, WORK BSM BSM expects 2015 revenue of Bt600mn (+20%), meeting target. It plans to cooperate with KCM to increase distribution channels, especially for high margin products. It targets 2016 revenue growth of 15-20%. It expects exports to comprise […]
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