BRR 2nd plant up and running – BRR reports its second bio power plant with capacity of 8MW has commenced commercial operations and thus begun to generate revenue. Its third power plant with capacity of 9.9MW is still under construction, with completion scheduled for early 2017, after which it will generate income. Currently, earnings contribution […]
Read More →AJD AJD’s board calls off par split. It hopes to maintain shareholders’ benefit according to good governance practice. Also, shareholders were objecting. The SET had requested AJD to clarify the two par splits in a year, only four months apart. (Thun Hoon, 06/03/15) Comment: More like they were getting slapped on the wrist for wanting […]
Read More →ANAN ANAN reported strong profit growth of 60% YoY in 2014 to Bt1.3bn. The company will pay a cash dividend of Bt0.068/share, XD on Apr 21. ANAN expects revenue to reach Bt11bn on backlog of Bt27bn. Twelve more projects will be launched with total project value of Bt32bn. (Kao Hoon, 27/02/15) Comment: And yet still […]
Read More →AP AP is confident to achieve revenue of Bt22bn for 2014 vs. Bt17.13bn in 9M14, as a result of a recovering economy and rising consumer purchasing power, particularly landed properties. (Kao Hoon, 2/02/15) Comment: The revenue growth is misleading because they have multiple JV projects, thus not all the recognised revenue %’s go straight to […]
Read More →AI AI confident that net profit this year will grow by 200% driven by strong performance from subsidiary AIE and AI’s earlier investments that are expected to help lower costs by 20%. Revenue this year is expected to hit its target of Bt9bn. (Kao Hoon, 23/01/15) Comment: These are impressive numbers come out of AI, […]
Read More →AKR Solar license soon — AKR’s management said that the state should decide on the licensing of the total 800MW of solar license sometime in February-March. It expects to receive license for 20-30MW, which should help profit. (Thun Hoon, 21/01/15) AMATA AMATA sees good 2015 ahead as it expects to book Bt4bn in revenue from […]
Read More →Notable Transactions Buy(s) THB 2.4 bn MTLS, IFEC, NMG, GFM, RS, JAS, M-CHAI, BA, EARTH, STA, EPCO, KSL, AUCT, SAMART Sell(s) THB 2.0 bn CGD, NMG, IFEC, MONO, DNA, BTS, BSM, DNA, ABC, PPM, BTC, BLAND, EE, EPCO, CHO, MACO
Read More →AAV Thai AirAsia posts static Q3 load factor – Thai AirAsia (TAA) saw a slight fall in load factor in the third quarter, which it attributed to Thailand’s political situation and a sluggish economy. The country’s largest low-cost carrier still recorded a relatively high load factor of 82% for JulySeptember, down by one percentage point […]
Read More →CWT CWT expects 2014 revenue to reach Bt1bn. It is undertaking a study of the power business in hopes of starting a solar roof project with no less than 5-6MW in capacity. It expects this will help lower electricity costs for its factories and help increase revenue. (Kao Hoon, 09/10/14) Comment: I’ve been told by […]
Read More →AKR AKR expects net profit to grow in 2014 as it has backlog of Bt1.1bn. It expects 2015 revenue growth of 15% YoY on rising electric inverter sales supported by demand from renewable energy sector. (Kao Hoon, 18/09/14) BEC Channel 3, NBTC meeting fails to reach compromise – The dispute between Channel 3 and the […]
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