AEONTS: 2Q21np (end of Aug20) at Bt 966m +82.3% qoq, +2.6% yoy, beats Bt 836m consensus, pays interim Bt 1.85 dps, XD Oct 19. Comment: A surprise for the market, people are still paying the minimum requirements on the loans/cards. Will this lead to more excitement into SAWAD and MTC? What about 2021 when the […]
Read More →AP keeps Bt40.55b transfer target this year, +25%, and pre-sales at Bt33.5b, but will adjust business plan and forecast in April. Comment: That’s a ballsy target, I wonder what the sacrifice in margins will be AWC shuts down 5 hotels in BKK, Marriot, Le meridian, Okura & Hilton, from March 26 – April 15. Comment: […]
Read More →So what’s happened? And so its been all over the news since last Friday (18/01) https://www.hooninside.com/news-feed/84882/view/ And finally it hit the English news over the weekend and yesterday: https://www.bloomberg.com/news/articles/2019-01-21/ban-on-thai-billionaire-prompts-slump-in-top-hospital-operator?srnd=premium-asia https://www.bangkokpost.com/business/news/1615270/prasert-others-given-14-days-to-comply That the owner of Bangkok Airways Plc (BA) and Bangkok Dusit Medical Services Plc (BDMS) has been caught with his hand in the cookie jar. […]
Read More →Notable Transactions Buy(s) THB 235.5 mn BDMS – The insider trading family members don’t care about the potential price cap on hospital bills. THG – He’s still buying GLOBAL – It’s come off a fair bit since the peak and a director is buying IVL – Heinecke thinks the noise on the inventory loss is […]
Read More →Notable Transactions Buy(s) THB 25 mn N/A Sell(s) THB 47.8 mn GLOBAL – A director sells a relatively small amount of shares
Read More →ALT ALT is cooperating with Itron France SAS and has signed a contract for the development of a power network in Pattaya from PEA worth Bt715mn. (Kao Hoon, 14/6/18) APCS APCS expects to sign new projects worth Bt1bn, raising its backlog to Bt3.5bn. It plans to focus more on the construction of power plants and […]
Read More →BA BA expects 2Q18 revenue to be good, with advanced bookings up 11 .%The company plans to raise its revenue growth target for 2018 to 7-10 %and continue to expand codeshare with other airlines .It expects cabin factor to reach 70 %this year and will expand its fleet to accommodate more flights to Chiang Mai. […]
Read More →BAFS BAFS expects revenue reach Bt5bn in 2021 upon a full year of revenue from Phichit-Lampang oil pipe. For 2018, it expects revenue growth of 4-5% on easing of ICAO for 16 airlines. (Kao Hoon, 23/5/18) CHOW CHOW expects revenue to exceed Bt5bn as it will book Bt1bn in revenue from its energy business in […]
Read More →APEX APEX signed a contract with Club Med to open a luxury resort, Club Med Krabi, worth Bt3.8bn. It plans to develop a new tourist spot in Yao Beach, Krabi and targets premium customers for this resort. It expects to start construction in September 2018 and complete in 2021. (Thun Hoon, 13/02/18 ) Comment: This […]
Read More →BCPG-BTS BCPG and BTS are partnering with four parties to establish an industrial estate, Smart Park, in Map Ta Phut. BCPG will develop the utilities and green energy in the industrial estate, while BTS will develop the internal logistics system. (Khao Hoon, 08/02/18) Comment: More and more competition in the area, whilst AMATA and WHA […]
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