AH AH expects 3Q15 to be good backed by new car models. It targets 5-10% revenue growth this year although 2Q15 profit is expected to be lower than 1Q15 on seasonality. It expects to conclude an acquisition in 4Q15. (Khao Hoon, 10/07/15) AIRA AIRA plans to expand into leasing and insurance in 2H15. It expects to start […]
Read More →AJP AJP plans to launch new TV program on free TV after getting a three-year license for an international sports program. It expects to complete the deal for a waste power plant project at the end of June. It believes it will show a net profit this year, backed by this project. (Thun Hoon, 26/06/15) […]
Read More →ANAN ANAN JV Mitsui Fudosan will launch five property projects worth Bt19bn. It plans to introduce twelve projects worth Bt30bn this year. (Khao Hoon, 21/05/15) Comment: Should the property projects be successfully sold then it ANAN will have a solid 2018. BJCHI Backlog Bt7.5bn and expected to increase gradually. BJCHI is preparing to bid for […]
Read More →BJCHI BJCHI targets more projects to lift gross margin above 30%. It expects 15% p.a. revenue growth over the next three years. In 2015, it expects to receive 5-6 projects with value of Bt10bn from clients in Australia and Latin America and aims to diversify its client base more to the Americas. (Krungtep Turakij, 13/03/15) […]
Read More →BTS BTS too book ~Bt1.5bn revenue from NPARK if NPARK sells the 20 rai of land at Onnut with market value of Bt3.2-4.0bn to an international school. It hopes to book the gain in 2Q15. (Khao Hoon, 17/2/15) EA EA to start commercial operations of its 90MW-solar farm in Lampang today. This new solar farm […]
Read More →Want to feel like a rock star investor? Get into the small IPO’s. Anyone who was able to get IPO’s this year has been feeling that way, excluding IPO’s where commercial bank’s were the underwriters (here’s looking at you KBANK and SCB). The basic framework for IPO’s performing well on their first day hasn’t changed, if […]
Read More →AQUA AQUA accesses warehouse business via 69% in TCDC worth Bt475mn. It aims to increase recurring income and will list it in stock market in the future. Its board has given permission to raise funds via private placement priced at Bt1 per share. (Khao Hoon, 04/06/14) Comment: Look at adding this name to your watchlist, […]
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