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 […]
Read More →APCO APCO expects to move to trade on the main board of the SET on February 23. It targets 2017 sales growth of 10% supported by expanding to the online market abroad. It expects sales to increase to Bt750-800mn within 18-24 months. (Kao Hoon, 07/02/17) BEM BEM is waiting to sign the Blue Line contract […]
Read More →AH AH expects 2016 revenue to grow 5% from last year’s Bt15.1bn due to large orders. It will pay a dividend of Bt0.33/share, XD on Aug 26, PD on Sep 9. (Thun Hoon, 18/08/16) Comment: And the company has been doing share buybacks for the past few months ARROW ARROW expects 2H16 earnings to […]
Read More →AGE AGE expects 2H16 to be good. It plans to do a marketing campaign in ASEAN. It is confident that 2016 sales will reach the target of 2.2mn tons. It reported 2Q16 net profit of Bt29mn, up 4% YoY and total revenue over Bt1bn. (Thun Hoon, 15/08/16) AOT AOT reported 3QFY16 profit of Bt5.06bn, growing […]
Read More →A A targets 2016 revenue of Bt7bn compared to 2015’s Bt5.43bn thanks to large orders. It plans to launch Bt20bn projects, raising backlog from Bt2bn and covering revenue through 4Q16. It is budgeting Bt600mn to buy land for new projects. (Thun Hoon, 01/04/16) Comment: This relatively small property developer has been on my radar ever […]
Read More →BAFS BAFS reported net profit of Bt957mn in 2015. It will pay dividend of Bt0.85/share, XD on May 3. It will also pay a special dividend of Bt0.25/share, XD on 1 March 2016. It plans to expand its business to hotels, property and renewable energy. (Thun Hoon, 19/2/16) Comment: A consistent dividend payer and with […]
Read More →BIGC BIGC plans to open new branches and renovate old ones this year. It expects to increase its gross area with an eye to generating substantially more revenue. It plans a securitization. (Thun Hoon, 11/02/16) Comment: Now that the deal with TCC Group is only 1.5 months away from being sealed n delivered, the thinking […]
Read More →BWG BWG expects to win numerous waste disposal contracts after Department of Industrial Works vows to tighten its pollution control enforcement. Its 500MW PPA is expected to be finalized by 1Q16, leading to income turnaround going forward. BWG also plans to list its subsidiary, the Earth-Tech Environment co., ltd. (Thun Hoon, 21/01/16) Comment: It’s quite […]
Read More →AKR AKR expects 2016 revenue of Bt3.2bn (+60%) on the back of alternative energy and government projects (moving cables underground). It expects this to increase demand for transformers. It is talking to a prospective partner to invest in alternative energy. It plans to invest in 20MW agricultural solar. It plans to bid for a transformer […]
Read More →ASIMAR ASIMAR expects to bid for a Bt1bn ship building contract. It plans to increase capacity by set up a third floating dock. It expects 3Q15 earnings to be good aided by transfers. (Thun Hoon, 05/10/15) BMCL BMCL expects growth in 3Q15 earnings backed by increasing passengers. It expects 300,000 passengers/day. It expects to show […]
Read More →