AGE AGE expects 2017 revenue to grow 25-30% on the back of robust earnings for the first four months of the year. It continues to expand to China and expects exports to comprise 30% this year. (Kao Hoon, 09/05/17) AMC AMC plans to launch new products to boost 2017 revenue to growth of 10-15%. It […]
Read More →BANPU BANPU targets 2017 coal sales to reach 47mn tons. It expects to benefit from higher coal price. It plans to acquire coal mines in Indonesia and Australia to underwrite future growth. (Kao Hoon, 18/04/17) BLA BLA expects to show a net profit of Bt1.2bn in 1Q17 after last year’s loss of Bt6.9bn. Behind this […]
Read More →A A expects 1Q17 sales to reach Bt2bn, with total sales of Bt9bn in 2017, bringing revenue of at least Bt6bn. It plans to launch eight new projects with a total value of Bt7.4bn. It has budgeted Bt1bn to buy land to develop new projects. (Thun Hoon, 22/02/17) Comment: The company seems to be continually […]
Read More →BCP BCP reported 2016 profit of Bt4.7bn or growth of15%. The board approved a dividend of Bt1/share, XD on Mar 1. It is confident that 2017 EBITDA will grow 20%, supported by full capacity operations at its refinery. (Kao Hoon, 20/02/17) BIG BIG reported 2016 profit of Bt846mn, increasing 84% from 2015, setting a new […]
Read More →AKR AKR expects 2017 revenue to grow 50% from 2016. It expects to book Bt1.9bn in revenue from transformers and Bt900mn from solar and construction. It expects to benefit from upcoming public bids. It expects to report net profit in 1Q17. (Kao Hoon, 27/01/17) Comment: If AKR will win this amount of projects then expect […]
Read More →Notable Transactions Buy(s) THB 205mn SIRI – This cheeky mofo is back! Just look at the 7 year chart of insider buying and selling to see what I mean RS – Apparently its the beauty products that they manufacturing, sell on their own channels, using their own stars, and finally their own available ad space […]
Read More →DRT DRT expects 2017 revenue growth of more than 5% backed by government mega projects that will expand growth in construction materials. It has set an investment budget of Bt100mn to increase capacity. (Kao Hoon, 09/12/16) EPG EPG expects continued growth in 2H16, especially for its automotive business. This will bring 2017 revenue up to […]
Read More →AAV AAV reported 3Q16 net profit of Bt396mn, +333% YoY. Behind this is 21% passenger growth to 4.3mn, opening two new routes, increasing number of flights (Bangkok-Udon Thani), and refinancing of two aircraft. It will pay a dividend of Bt0.15/share, XD on Nov 22. (Kao Hoon, 11/11/16) AGE AGE expects 2016 coal sales to reach […]
Read More →APCO APCO signed a contract to set up a JV company (Bhubhiwat Co., Ltd). It plans to set up a medical facility to treat and prevent viral and infectious diseases by immune stimulation with natural products both at home and abroad. It is talking to parties to set up two more JVs in November. It […]
Read More →AGE AGE expects 2H16 earnings to grow thanks to a strong rise in coal price. It expects coal sales volume of 2.2mn tons in 2016. (Kao Hoon, 21/10/16) BBL BBL reported 3Q16 net profit of Bt8.06bn, growth of 12%, with 9M16 net profit of Bt23.55bn, down 11% YoY. (Post Today, 21/10/16) BIG BIG signed a […]
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