CHOW CHOW got EPC project from Primo energy for a 10MW solar farm. (FUKUI project, valued at Bt3bn.) (Khao Hoon, 16/06/16) IVL IVL plans to cooperate with Dhunseri, expects this to expand its PET market in India. It expects a decision to be finalized by 2016. It expects 2016 outlook to be good after its […]
Read More →BWG BWG expects 2Q16 net profit to be good backed by revenue from industrial waste management service. It expects 2H16 earnings to be good aided by 9.4MW power plant and RDF (Refuse-Derived Fuel). It expects 2016 net profit of Bt379mn and expects to grow 50% next year backed by its 2nd power plant. (Thun Hoon, […]
Read More →APCO APCO reported profit growth 12.16% in 1Q16 supported by increased sales. It plans to expand its business nationwide. It targets revenue growth of no less than 10% in 2016. (Thun Hoon, 12/5/16) Comment: They have yet to be able to reach the heights that everyone was expecting 2 years ago BEAUTY BEAUTY reported […]
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 […]
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 →BANPU BANPU expects Hong-Sa power plant to generate US$100-200mn/year, 40% of which it will book. It has budgeted US$554mn for its five-year investment plan. It expects capacity to reach 4,300MW by 2025. It expects coal sales to reach 43.1mn tons this year. (Khao Hoon, 04/04/16) Comment: We are still wondering how they are going to […]
Read More →AS AS expects a turnaround in 2016 after a business restructure. It sets revenue target growth 30% which mainly from smartphone market. (Kao Hoon, 11/03/16) Comment: I’ve always liked management here but their industry has been turned upside down by the advent of smartphone technology and they’ve been incredibly slow to keep up with the […]
Read More →AJD AJD is studying investment in logistic business. It expects 2016 performance to be good on the back of its Top-Up business. (Thun Hoon, 23/02/16) Comment: No comment, tired of the rubbish coming out of this firm. ARROW ARROW reported net profit of Bt245.2mn, growth of 65.24%, supported by decrease in raw materials cost. The […]
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 […]
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