AP AP expects to transfers Bt19.23bn in eight condos in 4Q16. It plans to launch s marketing campaign in Nov in order to boost its presales. (Kao Hoon, 02/11/16) Comment: There’s a lot of condo’s in the industry that will have to be transferred in 4Q this year, back of the envelope numbers indicate close […]
Read More →CWT CWT Board approves subsidiary purchases. The board approved budget of Bt133.96mn to have subsidiary CWTG acquire 60% of ARW and hold 5% in APCON. It has approved the purchase by subsidiary KCG of land for a building biomass power plant. (Kao Hoon, 26/10/16) Comment: I still remember being told by a client years ago […]
Read More →AOT AOT board approved the plan to develop Hat Yai airport. The development will cover a 2year period with a budget of Bt15.1bn. It expects to support 10mn passengers per year by 2030. (Kao Hoon, 23/09/16) Comment: It’s quite interesting that nothing is ever really spoken about the development of Southern Thailand. If you look […]
Read More →A A plans to open new projects worth Bt6bn to bring its backlog to Bt1bn. It expects 2016 revenue to grow 30% from Bt4.45bn last year, supported by more transfers. (Thun Hoon, 29/08/16) Comment: One of the most stable stock price charts I have ever seen AKR AKR expects 3Q16 to turn to profit […]
Read More →ABC ABC is ready to start presales of ABOVE Sukhumvit 39 condo. It expects presales to reach 70-80%. It expects to wipe out its retained losses this year. (Thun Hoon, 26/08/16) Comment: Argh….I’m bored of reading news about this company AH AH maintains 2016 revenue growth target at 5%, aligning with the auto industry. It […]
Read More →AAV AAV expects 2Q16 growth to double to profit of over Bt400mn supported by more passengers. It expects Chinese tourists continue strong in 2H16 due to high season. (Thun Hoon, 04/08/16) Comment: And lower oil prices BCPG BCPG poised for major ‘green’ power expansion – BCPG, a green-power subsidiary of Bangchak Petroleum, has set […]
Read More →AOT AOT expects 3QFY16 net profit to hit Bt4.9bn, up 21%, giving 9MFY16 net profit of Bt15bn, up 17%. This came from higher passenger pass-through of 90mn passenger in the first nine months (+12%). (Khao Hoon, 26/07/16) Comment: Altogether now, 1, 2, 3, amazing thailanddddd. BKD BKD expects to get jobs worth Bt300bn in 2H16 […]
Read More →AGE AGE reported 1Q16 profit growth of 114% YoY on total revenue of Bt940mn thanks to its cost reduction as well as a better performance. It targets 2016 revenue growth of 10%. (Thun Hoon, 17/5/16) Comment: It’s still far away from where they used to be pre’08 AOT AOT reported 2FYQ16 net profit of Bt5.56bn […]
Read More →BEM BEM expects to open MRT Purple Line on Aug 6. It expects this to increase 2016 revenue growth to 15% as it will book Bt500mn/quarter as operating revenue. It expects 60,000 passengers/day. (Khao Hoon, 11/05/16) BIG BIG reported 1Q16 earnings of Bt234mn (221% growth) thanks to the boom in digital cameras. It expects revenue […]
Read More →AMATA AMATA expects to sell 1,000 rai of land this year because of high demand in 1Q16 from Chinese, Japanese, and Korean clients. It expects to sign a contract for the sale 400-500 rai soon. (Khao Hoon, 09/05/16) CK CK plans to take part in Bt480bn in bids and expects to get 20-25% to add […]
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