AGE AGE expects high season in 4Q18. It has 500-666k tons of coal prepared to send to customers. It expects sales volume to reach 3mn tons after it sold 1.8mn tons in 1H18. (Thun Hoon, 13/9/18) Comment: Well..ok but I don’t see much happening here regardless, and the #’s aren’t showing much either. AMATA AMATA […]
Read More →ATP30 ATP30 reported earnings growth of 169.75%YoY in 1H18 as a result of revenue recognition from new customers and THE tourism business and lower depreciation. The company plans to add 20 buses and is dealing with three new customers. It expects bus demand to rise in tandem with growing Thai tourism. (Thun Hoon, 14/8/18) Comment: […]
Read More →AREE Areeya Property Public Co., Ltd. provides luxury brand “THE AVA RESIDENCE Sukhumvit 77” with project value of up to Bt2.5bn and priced at Bt35-80mn per unit under the concept of esthetics and lifestyle.) Bangkok Today, 5 / 18( 7/ Comment: There has not been much news from this company but their stock price has […]
Read More →ADVANC ADVANC targets 2018 revenue growth of 7-8% YoY, upon booking 100% of CSL earnings. It plans to invest Bt35-38bn to expand its 4G-fiber network. It expects mobile revenue to grow by 3-5%YoY with 800,000 home internet customers. (Khao Hoon, 16/2/18) BTS BTS 3Q17 earnings were Bt889mn, +89.8%YoY, driven by revenue from mass transit, which […]
Read More →BIG BIG has bottomed out after entering high season and is changing its strategy to sell cameras and mobile phones in order to accelerate its earnings recovery in 4Q17. (Thun Hoon, 6/11/17) Comment: Still have my doubts on their ability to continue pushing new cameras to the market, unlike iPhones its a different consumer behaviour […]
Read More →ANAN ANAN plans to launch three new projects worth Bt8.3bn. It targets presales of 60% of the value of the projects with a high demand outlook in BTS-attached condominiums. (Thun Hoon, 5/9/17) Comment: I do foresee a risk for all property names within the next 5 years, the average age of the population in Thailand […]
Read More →ANAN ANAN posted 2Q17 earnings of Bt279.46mn, +33.22%YoY with a 29.9% growth in revenue to Bt3.75bn. Its board approves a dividend of Bt0.06/share, XD on August 18. (Khao Hoon, 8/8/17) Comment: 1/3 above consensus and yet the price doesn’t move. BIG BIG says 2H17 earnings will be better than expected, driven by store expansion. It believes […]
Read More →AKR AKR will participate in government bids worth Bt2.6bn in 2H17 and expects to win Bt1bn. It aims to export solar panels to Myanmar and Laos for long-term growth. (Thun Hoon, 30/6/17) Comment: Despite all the news this company has released, they’ve never achieved anything over the past 5 or so years ANAN ANAN is […]
Read More →AH AH will invest Bt3.52bn to take 25% of Sakthi Global Auto Holdings Limited (SGAH). Funding will come from US$25mn in cash and US$75mn in loans from financial institutions. After the purchase, SGAH will undergo restructuring. (Kao Hoon 26/05/17) Comment: I hope that it won’t be a mess of an acquisition like the KPN purchase […]
Read More →AMA AMA reported 2016 profit growth of 13% to Bt143mn. It plans to add one ship and begin shipments of palm oil to China, South Korea, Japan, Pakistan, Sri Lanka and Bangladesh. It expects 2017 revenue to continue to grow. (Kao Hoon, 2 3/02/17) AOT AOT is confident that it will not have to pay […]
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