BEM BEM expects 2Q16 earnings to be good supported by expressway and BTS passengers. It expects 2016 revenue to grow 2.1% from last year. (Thun Hoon, 21/07/16) EPCO EPCO announced that it has postponed paying Bt117.50mn for a PP from July 15 to Aug 15, 2016. (Kao Hoon, 21/07/16) GPSC GPSC expects 2Q16 profit to […]
Read More →AIT AIT has backlog of Bt2.73bn, which it expects to realize in two years. It plans to bid for new jobs worth Bt18bn and expects to get at least 45-50%. It plans to expand its Data Center project with a partner with a budget of Bt800mn. It is negotiating with a partner to add new […]
Read More →ADVANC ADVANC has confirmed that it will be bidding for the 900MHz on May 27 with a bid of Bt75.65bn. (Kao Hoon, 25/5/16) DTAC DTAC unfazed by more 4G competition — The country’s second-largest mobile operator shrugged off increased competition from its rivals, saying that Advanced Info Service (AIS) and True Move will also face […]
Read More →ADVANC ADVANC reported 1Q16 profit of Bt8.1bn on revenue of Bt37.25bn. It has 38.9mn subscribers. It will maintain its EBITDA at 37-38%. It will keep its dividend payout at 100%. It continues to expand subscriber numbers and its 4G network. It will bid for 900MHz on May 27. (Thun Hoon, 10/5/16) Comment: 1Q16 demonstrated the […]
Read More →EASTW EASTW expects 2Q16 net profit to be peak because of seasonality. It expects 2016 revenue to grow 5% from 2015’s Bt4.65bn brought by continuous demand growth. It plans to list its subsidiary by 4Q16. (Thun Hoon, 19/04/16) Comment: We’ve been waiting for this UU IPO for quite a while now. GOLD GOLD is talking […]
Read More →AMATAV Vietnam government approved “Super South Vietnam investment Plan” project license. AMATAV has budgeted US$23mn to develop a housing project. It expects to get a license for two projects in 3Q16. It is confident that land sales will reach target of 150 rai. (Thun Hoon, 08/04/16) Comment: Could there be value here that we haven’t […]
Read More →AOT AOT expects passenger growth of 16% to 3.98mn passengers between Apr 8–18. (Khao Hoon, 07/04/16) BCP BCP cuts E&P long-term investment budget of Bt3-4bn (2015-2020). It will use the funds to invest in green power plant instead. (Khao Hoon, 07/04/16) BEM BEM plans to start running the Purple Line and Srirat-Orr in August 2016. […]
Read More →ADVANC ADVANC expects 1Q16 earnings to drop to Bt9.26bn, down 6% because of the higher expense of Bt3.5bn needed to keep its 2G subs. (Khao Hoon, 05/04/16) Comment: Part of expectations to an extent however the question how comes how/why/when would they bid /receive the spectrum that JAS failed to pay for AIRA AIRA plans […]
Read More →AKR AKR expects 2016 revenue to grow not less than 50% aided by public projects. It plans to cooperate with agricultural cooperatives to take part in government unit solar farm in April. It expects to get electricity transformer orders in May. It expects to take part in Bt6bn bids. Investors in Singapore and China are […]
Read More →AKR AKR expects 2016 revenue to grow not less than 50% aided by public projects. It plans to cooperate with agricultural cooperatives to take part in government unit solar farm in April. It expects to get electricity transformer orders in May. It expects to take part in Bt6bn bids. Investors in Singapore and China are […]
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