AOT AOT expects FY2014 profit growth YoY on growth in normal operations. It aims to maintain EBITDA margin at 40%. (Post Today, 24/3/14) BCH BCH seeks additions to hospital chain – SET-listed Bangkok Chain Hospital Plc (BCH), the operator of Kasemrad Hospital and World Medical Center, is in talks to acquire three or four hospitals […]
Read More →ADVANC PDRC targets AIS in anti-Shinawatra bid- The People’s Democratic Reform Committee (PDRC) kicked off its campaign yesterday targeting businesses believed to be owned by the Shinawatra family. PDRC leader Suthep Thaugsuban announced at a Silom Road rally it was necessary to “destroy” the Shinawatras’ funding sources and the group targeted Advanced Info Service (AIS), […]
Read More →BBL Management aims at 2014 loan growth of 5-7% after 9.2% in 2013. It expects all loans to continue to grow. It aims at SME loan growth at 6-8% to take 28% of total loans. (Khao Hoon, 10/2/14) BMCL Targets 20% passenger growth in 2014 — The managing director of BMCL set passenger growth for […]
Read More →BEC BEC confirms no need to raise capital after won three channels in the digital TV bidding because it has enough money and it a large amount of content. It expects no need for huge investment and expects a profit in 2014. (Khao Hoon, 5/2/14) Comment: BEC does have a clean balance sheet but it […]
Read More →HEMRAJ HEMRAJ aims land sales of 1,600 rai and invest Bt6bn in 2014. It will launch the 7th industrial park, Hemaraj Chonburi 2, in 4Q14. It views the political situation as an opportunity to buy cheap land. (Khao Hoon, 24/1/14) Comment: Still the best company around, if the stock price drops enough as a function […]
Read More →AAV Feeling the pinch — AAV says that the political head is impacting its operations and it will monitor the situation closely. It expects the political situation to ease in 2Q14, after which tourism will recover. It continues to focus on China destinations and Air Asia X to generate revenue. (Tun Hoon, 07/01/14) Comment: We’ve […]
Read More →BANPU To sell treasury shares — BANPU will sell its treasury stock of 135.6mn shares between Jan 17-31, 2014. It said it will sell the shares at a price no less than 85% of the average close for the preceding last five days. (Khao Hoon, 23/12/13) Comment: Well that was a quick trade for the […]
Read More →ARROW ARROW continues to grow in high season 4Q13 — ARROW says that clients are making many orders. It expects 2013 revenue growth of 13-15% YoY, below its earlier target at 20% YoY and is also building a new factory. (Khao Hoon, 12/12/13) BTS 8% YoY growth in passengers this year — BTS expects passenger […]
Read More →CPF Freshening CP Freshmart — CPF is spending Bt50mn on “CP Freshmart”, with promotional campaigns and a new Santa promotion. It expects sales during the holiday festival to double. (Khao Hoon, 11/12/13) EARTH expects 2014 coal sales at >8mn tons. The company will target more foreign markets to help support growth as it believes that […]
Read More →CKP CK’s power unit foresees electrifying 2014 revenue – CK Power Plc (CKP), the SET-listed power unit of Ch. Karnchang Plc (CK), expects revenue growth of 20% to Bt6.8bn next year. It will be the first full year of operation for its cogeneration power plant in Ayutthaya. The higher 2014 revenue contribution of Bang Pa-in […]
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