EGCO’s confident of growth this year, supported by 500-600MW rise in capacity, including 272 MW from Linden Cogen in the US, which will contribute from 2Q21. CHG reaffirms solid 4Q20 from strong OPF & IPD patients traffic, Respiratory Syncytial Virus (RSV) outbreak in infants and young children and tailwind from SSO patients. FSMART plans to […]
Read More →APCO upbeats 4Q sales after tap in online channel, aiming to expand market share from Bt 20b TH health supplements market, firms on 15% revenue growth this year. BH reported Bt221m, -80% yoy; missed Bt426m consensus. Comment: Or it grew 4x QoQ, annualise that and its cheap!! *note the sarcasm EA’s first shipment of energy […]
Read More →BA BA says it will miss its revenue growth target of 7-10% this year because of high fare competition. It expects 3Q18 results to grow QoQ supported by high season It expects passengers to grow by 4-6% this year. (Kao Hoon, 31/8/18) Comment: And they’ve been hit with the higher oil prices, but benefited from […]
Read More →ALT ALT is cooperating with Itron France SAS and has signed a contract for the development of a power network in Pattaya from PEA worth Bt715mn. (Kao Hoon, 14/6/18) APCS APCS expects to sign new projects worth Bt1bn, raising its backlog to Bt3.5bn. It plans to focus more on the construction of power plants and […]
Read More →ABM ABM closed at Bt2.52, 40 %above IPO price on the first day of trade .The company will spend Bt135mn to expand its palm kernel warehouse, build wood pallets )for biomass power plant (and expand the sawmill . Management said lots of orders will underwrite 2Q18 sales growth of 30 %to 22,000 tons/month and it […]
Read More →CK CK to use CKP to buy shares of 1285-MW Xayaburi power plant from BEM for Bt2.5bn, lifting its shareholding to 37.5%. It plans to issue a Bt2.5bn bond to pay for the purchase. (Thun Hoon, 23/3/18) IVL IVL partners with Alpek and Far Eastern to set up CC Polymers to buy a PTA-PET factory […]
Read More →COMAN COMAN targets 2018 revenue to grow by 20% from this year from an increase in the number of tourists. It plans to add distributors in 10 countries and expects to close the deal to acquire tourism and ticket agency businesses next year . (Khao Hoon, 7/12/17) IFEC IFEC filed a petition requesting the court […]
Read More →ADVANC AIS is joining TCDC to build a new creative space in the heart of Bangkok named ‘AIS D.C.’ to be open to the public from July 13 at Emporium Mall 5th floor. (Kao Hoon, 5/7/17) BRR BRR is considering raising its revenue growth target of 30% for this year. 2Q17 is looking promising from […]
Read More →AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]
Read More →AAV China gives 85% load factor in 1Q15 – AAV reports that higher traffic from China remained the key driver to bring load factor to 85% in 1Q15. Management expects tourist sentiment towards traveling to Thailand to continue to improve over the remainder of the year despite the ongoing martial law. The Tourism Authority of […]
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