CHO CHO expects to show net profit in 2Q16 from net loss of Bt9.12mn. It expects 2H16 earnings to be good backed by transfers and Bt652mn backlog. It expects 2016 revenue to achieve its target at 10%. It expects to get the Bt4mn NGV bus project, which will be announced in July. (Thun Hoon, 27/06/16) […]
Read More →AEONTS AEONTS expects 2016 loan growth to be better than last year. It plans to expand its credit card customer base by launching a marketing campaign. It targets to acquire 360,000 new cards. (Thun Hoon, 21/06/16) BCP BCP says oil sales in the first five months reached 2bn liters. It expects to reach 6bn liters […]
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 →AIT AIT is talking to A prospective partner to provide data center service. It expects this to need Bt400mn capital investment. It plans to ask board approval in April. It plans to take part in Bt10bn public bids, of which it expects to get 40-50%. (Khao Hoon, 25/02/16) Comment: They’ve come out saying a few […]
Read More →BWG BWG expects to win numerous waste disposal contracts after Department of Industrial Works vows to tighten its pollution control enforcement. Its 500MW PPA is expected to be finalized by 1Q16, leading to income turnaround going forward. BWG also plans to list its subsidiary, the Earth-Tech Environment co., ltd. (Thun Hoon, 21/01/16) Comment: It’s quite […]
Read More →AH AH expects 2016 sales to grow 5-6% backed by automotive sector recovery. It expects to increase revenue by focusing on making molds, which increases its gross margin. (Thun Hoon, 11/01/16) Comment: Rubbish, this company hasn’t performed for a decade. BJCHI BJCHI expects 4Q15 earnings to reach a record high aided by transfers and the […]
Read More →AGE AGE plans to expand to Vietnam and Cambodia where demand is high. It expects 2016 revenue to grow 10-20% from this year’s Bt4bn. It plans to expand its seaport, which is expected to increase its capacity by 30%. (Thun Hoon, 16/12/15) Comment: The coal industry isn’t going anywhere and AGE is suffering with it […]
Read More →AJD AJD reported 9M15 net profit of Bt25.64mn (+1,007%). It expects continued growth in 4Q15. (Khao Hoon, 19/11/15) Comment: While he may wear the funkiest sunglasses in all of his advertisements, the company hasn’t proven itself in terms of a consistent financial performance AOT AOT expects FY2016 earnings to be good on opening Terminal 2 […]
Read More →Names today: AIT, ILINK, BKD, CHOW, DELTA, DEMCO, EASTW, EPCO, FORTH, LIT, MCS, QH, SAMCO, SUSCO AIT AIT cooperating with ILINK to invest in a data center. It has got a Bt600mn job which is expected to start up in 2016. It expects this to boost performance next year. It expects 2015 revenue of Bt5.2bn […]
Read More →A few things worth noting here RS, AUCT, BA and MCS are continuously purchasing shares at certain levels MALEE – first time in …. 3 years that there has been some movement in shares Buy(s) – THB 3.4 bn Sell(s) – THB 7.8 bn
Read More →