ANAN ANAN expects to launch five projects with a total value of Bt13bn in 4Q16 which it believes will lift 2016 presales to reach its target of Bt22bn. Presales are now at Bt14.3bn and backlog at Bt38.5bn. It will book revenue of Bt12bn in 2H16. (Kao Hoon, 27/09/16) Comment: Same story as yesterday and as […]
Read More →AOT AOT expects 2016 profit of more than Bt19bn. It expects 4Q16 profit of Bt4.2bn, growth of 10% YoY, supported by more passengers and more flights. (Kao Hoon, 20/09/16) Comment: There have been mumurs that if Thailand really does crack down on the zero dollar tourists from China that AOT could lose 10% of revenues […]
Read More →ADVANC ADVANC will pay an interim dividend of Bt5.79/share, XD on Aug 15 even though it reported 1H16 net profit of Bt17.70bn, a fall of 10%. It said it is still No.1 in revenue, profit and customers. (Kao Hoon, 05/08/16) Comment: I wouldn’t be surprised to a declining trend in the dividends paid ATP30 […]
Read More →AOT AOT is confident that FY2016 profit will be a new high. It reports 1H16 profit of Bt10.1bn supported by tourism recovery. It targets 2016 passengers of more than 12.5%. It will increase its investment budget to Bt194bn to develop six airports and increase non-aeronautical ratio to 50%. (Thun Hoon, 04/07/16) BJC BJC announces a […]
Read More →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 →ADVANC ADVANC has confirmed that it will be bidding for the 900MHz on May 27 with a bid of Bt75.65bn. (Kao Hoon, 25/5/16) DTAC DTAC unfazed by more 4G competition — The country’s second-largest mobile operator shrugged off increased competition from its rivals, saying that Advanced Info Service (AIS) and True Move will also face […]
Read More →AOT AOT expects passenger growth of 16% to 3.98mn passengers between Apr 8–18. (Khao Hoon, 07/04/16) BCP BCP cuts E&P long-term investment budget of Bt3-4bn (2015-2020). It will use the funds to invest in green power plant instead. (Khao Hoon, 07/04/16) BEM BEM plans to start running the Purple Line and Srirat-Orr in August 2016. […]
Read More →AOT AOT expects earnings to be better than in 2015, which had a profit of Bt18.7bn, backed by weak oil price and tourist expansion. The board approved a budget of Bt27bn for Phase 3 of Don Muang airport. It will extend the lower landing fee to two years. (Thun Hoon, 24/03/16) Comment: Boom, get ready […]
Read More →AMATA AMATA sets target land sales of 1,000 rai in 2016. It is negotiating with a foreign customer and hopes to finish the deal in 2H16. (Khao Hoon, 24/02/16) Comment: This implies a 20% revenue growth for AMATA this year. ARROW ARROW is confident that revenue in 2016 will reach Bt1.4bn supported by more order, […]
Read More →AOT AOT’s 1QFY16 net profit was reported at Bt4.26bn, +18% YoY, driven by increasing flights (+11.92%) and passengers (+11.69%) (Khao Hoon, 16/12/16) Comment: And it grows and grows BEAUTY BEAUTY interests foreign investors after inclusion in the MSCI. It expects 2016 revenue to grow at 20% and to expand the business to China. (Thun Hoon, […]
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