ADVANC ADVANC reported 1Q17 net profit of Bt7.69bn, down slightly from 1Q16’s Bt8bn. Service revenue was Bt31.36bn, up 4% YoY, with 40.6mn subscribers. AIS Fibre expanded its customer base to 373,900 subscribers. It expects 2017 revenue growth of 4-5%. (Thun Hoon, 28/04/17) Comment: I do wonder when will this industry be overtaken by a clever […]
Read More →AOT AOT is interested in investing in Mae Sod and Khon Kaen airports to build them up as aviation hubs in the special economic zone. It targets three large projects in the Suvarnabhumi Airport worth Bt130bn to be done by 2021. (Khao Sod, 17/4/17) Comment: It is interesting that the Philippines has been faster at […]
Read More →AOT AOT reports 54mn passengers in the past five months, up 6.8%. It reported flights of 344,000, up 6.4%. (Kao Hoon, 28/03/17) Comment: What tourism slowdown? CHEWA CHEWA targets 2017 revenue of Bt2bn aided by Bt2.34bn backlog, of which 50% is expected to be booked this year. It expects 2017 net margin to hit […]
Read More →ARROW ARROW expects 2016 revenue to grow 15% to Bt1.6bn on the back of Bt300mn backlog. It reported 2016 earnings of Bt266mn, up 8%. Its 2016 revenue was Bt1.35bn, up 12%. It will pay a dividend of Bt0.4/share. (Kao Hoon, 01/03/17) CBG CBG targets 2017 sales to grow 25% from existing products. It plans to […]
Read More →AKR AKR expects 2016 revenue to grow 25% from 2015’s Bt2.11bn. It expects revenue to grow an average of 20% annually from 2017 because it is a leader in Thailand with 25% market share as well as numerous orders. It plans to take part in bids for public projects. (Thun Hoon, 11/10/16) BJCHI BJCHI plans […]
Read More →AAV AAV expects 3Q16 to grow 20%, driven by Chinese tourists. It plans to open four more routes after already adding 10 routes this year. It is ready for the AOC assessment on Sept 12. (Thun Hoon, 7/9/16) Comment: A discussion with the founder, T.F., indicates that he’d like to take back all of the […]
Read More →AAV AAV’s load factor was a high 85% in 1H16. Fares are also rising and jet fuel prices falling. It plans to open new routes in 2H16. It wants to cooperate with AOT to develop Don Mueang Phase 3 which will increase capacity to 40mn/year from 30mn/year. (Thun Hoon, 23/08/16) Comment: I do wonder if […]
Read More →ASK ASK expects revenue and loan growth of not less than 15% on seasonality. It plans to issue a debenture to replace the old one of Bt7.3bn that is expiring. (Thun Hoon, 10/08/16) Comment: It’s more likely that the continued improvement will come from decreased financing costs BLA BLA reported 2Q16 net profit of […]
Read More →ACAP ACAP plans to expand to Cambodia and Myanmar via subsidiary “Capital OK” and expects to conclude the deals this year. It targets loans to reach Bt3bn after reported 1H16 loans of Bt2.1bn. It plans to issue a new debenture worth Bt600mn in 4Q16. It expects to list a subsidiary on the SET. (Thun Hoon, […]
Read More →AP AP expects 2Q16 earnings to continue to grow, supported by its transfers. It expects 2016 revenue will hit target at Bt23.7bn supported by backlog of Bt12.9bn and the launch of 13 new projects. (Thun Hoon, 05/07/16) BIG BIG has opened its “WONDER PHOTO SHOP”, its first outlet for printing photos from smartphones. This has […]
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