AAV AAV expects 1Q17 performance to be good on seasonality. It expects load factor to hit 86% against its full year target of 84% with passengers of 19.5mn. It plans to increase both domestic and international routes to handle the CLMV market. (Thun Hoon, 06/0 3/17) AMATA AMATA expects to benefit from high demand from […]
Read More →AAV AAV targets 19.5mn passengers in 2017 and expects load factor of 84%. Going forward, its strategy is to expand its route network to new potential markets including CLMV that will balance revenue contribution which at this point is heavily reliant on the China market. It plans for the expansion to eventually lower the revenue […]
Read More →ATP ATP30 expects 2017 revenue to be a record high of Bt350mn, up 15%, brought by Bt320mn revenue contribution from a service contract. It is talking to four new clients and expects to complete one transaction in Feb. It is budgeting Bt120mn to buy more buses to meet greater demand from more clients. (Kao Hoon, […]
Read More →CSL CSL expects a better performance in 4Q16 than in 3Q16 after recognizing revenue from ICT and IDC (Internet Data Center). It expects 2016 revenue to grow 2-3% as targeted. It plans to invest in IDC to handle new clients. (Thun Hoon, 06/12/16) Comment: Always a good dividend yield from this name but it has […]
Read More →A A targets 2018 revenue to reach Bt10bn from 2017’s target of Bt7bn. It plans to launch eight projects valued at Bt8.9bn. It is positive toward the outlook for the property sector. It expects 2016 sales to hit target of Bt6bn with a new high for net profit. (Kao Hoon, 01/12/16) DEMCO DEMCO got a […]
Read More →AS AS expects 2016 revenue to remain at 2015 level. It expects profit in 2017 after restructuring its business and plans to write off retained loss of Bt1.03bn. (Kao Hoon, 18/11/16) Comment: Well I’m not entirely convinced their “new business model” is going to be successful. BGT BGT plans to open a branch in Vietnam […]
Read More →BA BA plans to expand routes and flights in 2017 to enable it to increase the number of passengers. It will receive delivery of 1-2 new planes in December. It reported 3Q16 earnings growth of 15% with revenue of over Bt6.7bn, supported by high season. (Thun Hoon, 14/11/16) BIZ BIZ reported 3Q16 net profit of […]
Read More →ANAN ANAN expects to report 3Q16 earnings on Nov 9. It expects Bt11.8bn in backlog to be transferred. (Kao Hoon, 04/11/16) Comment: According to management next year is the period when they “harvest” all the past projects BH BH reported 3Q16 net profit of Bt966mn, up 14.5% with revenue of Bt4.64mn, up 5.6% brought by […]
Read More →ARROW ARROW expects earnings to grow supported by its pipeline business and system construction job, where it has a market share of more than 60%. It expects to get an underground cable job from the government worth more than Bt140bn. (Thun Hoon, 18/10/16) Comment: Thun Hoon must’ve mistyped a few zeroes here. AUCT AUCT […]
Read More →ABC ABC is confident that 2016 will turn around and targets 2016 revenue of Bt2bn. It plans to launch Above Sukhumvit 39 project on Sep 9 and hold a grand opening for ABC World on Dec 12. (Kao Hoon, 17/08/16) Comment: Will this condominium be sold via their online channels with pet stores and solar […]
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