IVL: to buy integrated oxides facilities and derivatives assets from Huntsman for US$ 2b, expects manufacturing capacity increase by 23% in higher-margin business. Comment: Cooooooooooooooookie munsterrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrrr. KKC: announce RO 300m shares to existing shareholders 4:1 at Bt 1 apiece, subscription period from September 16-20. TMB-Thanachart Bank may sign merger agreement today. Comment: I’m still curious […]
Read More →BCPG BCPG expects 2Q17 performance to continue to grow from 1Q17’s Bt454mn on the back of higher Ft and additional 130MW in power generation in Japan. It continues to invest in power plants in Japan. (Thun Hoon, 05/05/17) DTAC DTAC is partnering with Netmarble to launch Lineage 2 Revolution in Thailand. It targets 1mn […]
Read More →AOT AOT to report 1QFY16 today, profit estimated at Bt4.48bn, growing 20% supported by an 11% rise in passengers to 28.9 million. It expects good earnings in 2Q16. It expects profit in FY2016 of Bt18.5bn based on the ATTA estimate of 13% growth in passenger flow-through in 2016. (Khao Hoon, 15/2/15) Comment: It should be […]
Read More →ABC ABC plans to invest in education business. It expects to sign an MoU with Lanna International School in Chiang Mai, valued at Bt150mn. It plans to launch the Bt2.5bn ABC Residence Sukhumvit39. (Khao Hoon, 13/01/16) Comment: Wait…weren’t they going to do IT? And then renewable energy? And now its an international school and property […]
Read More →Names today: AIRA, AJD, AIRP, CK, GLOBAL, J, JWD, KKC, KTC, ML, PDF, PLANB, PTTGC, SC, SPI, STA, TOG AIRA The company targets private loan portfolio of over Bt2.5bn in 2016. It has opened four new branches this year and plans to reach total of 15 branches next year, with an additional 50 booths in […]
Read More →APCO APCO expects 2H15 revenue to be better than 1H15’s Bt189mn on expanding via online and launching new products. It targets 2015 net profit of Bt118mn on the back of high margin product and cost control. (Khao Hoon, 08/09/15) Comment: And they are somehow launching a HIV/AIDS medicine as well. BEAUTY BEAUTY targets export to […]
Read More →AJD AJD expects to sign contract with YTO Express in September. It plans to invest in the logistics business in Thailand soon. (Khao Hoon, 31/08/15) AOT AOT expects to invest in Suvarnabhumi phase 2, valued at Bt56bn, by the end of this year. Management expects performance to be good as total passengers grew 14% in the first […]
Read More →ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]
Read More →BJCHI BJCHI expects 2Q15 earnings to be better than 1Q15 benefitting from FX gain. It expects 2H15 earnings to increase aided by backlog from Petrobras, worth Bt1.3bn and new projects from TUPI BV, valued at Bt5.4bn. It expects 2H15 net profit of Bt800mn. (ASTV, 20/07/15) Comment: We do wonder aloud, weakening thb, which other export […]
Read More →AQ AQ says AQ Aria Asoke, valued at 1.6bn, sold out within 1 week after launch. It plans to launch new projects focused on single detached houses and townhomes. (Khao Hoon, 08/07/15) Comment: Location is still the most important part of property regardless of the brand name, AQ has done a decent job getting its […]
Read More →