AJ reaffirms 10% FY21 BOPET sales volume target driven by strong packaging demand & larger footprint in SEA from colab with SCG Chemicals, sees wider margins 2H following px hike in 2Q, allot Bt 1.4b capex to boost capacity in SEA. AOT amended terms of use for operation of 6 airports with Department of Airports […]
Read More →Notable Transactions Buy(s) THB 294 mn OSP – The family members continue to buy up shares. TISCO – The CEO buys up shares. Sell(s) THB 87.5 mn MSC – The MD sells 4% of the outstanding shares.
Read More →CENTEL CENTEL expects 2018 revenue growth of 7-8% supported by high season, economic growth and recovery of Chinese tourists. It is acquiring 2-3 food companies both at home and abroad. One acquisition will be clear this year. It has raised its investment budget to Bt3bn (from Bt2.4bn) to support its revenue growth. (Thun Hoon, 22/8/18) […]
Read More →APCS APCS is ready to do the pilings for a community waste management project for producing energy with mechanical-biological technology at Solid Waste Disposal Center under the management of Krungthep Thanakom worth Bt1.87bn in early May. Management expects to recognize revenue this year and next and is confident it will be awarded more jobs with […]
Read More →AGE AGE says coal sales are booming in 1Q18, spurred by high demand from China and Vietnam. It believes this will lead to a 25% growth in 2018 sales to close to 3mn tons. It has budgeted Bt200mn to buy 12 ships, as it is going to expand its logistics business to its full potential. […]
Read More →BEAUTY BEAUTY expects 2Q17 performance to improve QoQ and for profit in 2017 to grow 20% YoY from new branch openings. SEC announced that KASSET reduced its ownership by 0.33% to 4.72%. (Kao Hoon, 12/6/17) CHO CHO will sign with BMTA for its e-Ticket bidding project worth Bt1.67bn. The first 800 buses will roll out […]
Read More →ATP ATP30 expects to benefit after its clients renew Bt120mn contract. It targets 2017 revenue growth of 15%. It is budgeting Bt120mn to increase its buses. (Thun Hoon, 23/03/17) BEM BEM expects 2017 earnings to grow by 5% on the back of a full-year of booking revenue from MRT Purple Line (Bang Yai-Bang Sue) and […]
Read More →ABC ABC plans to take over AQ project, S Ratanathibet worth Bt2bn. This will add to its revenue. It expects this condominium to finish construction in 2017. It continues to expand business to support its revenue in the long run. (Thun Hoon, 08/12/16) Comment: AQ has been an amazing flop with assets being snapped up […]
Read More →Names today: DCC, EPG, GLOBAL, GOLD, KOOL, MTLS, MSC, NOK, PTG, SC, SIRI, TFD DCC DCC’s board has approved 3Q15 interim dividend of Bt0.042/share, XD on Nov 6. It reported 3Q15 net profit of Bt275mn. (Khao Hoon, 27/10/15) Comment: DCC’s revenues have taken a slight hit and despite their margin improvements, things still don’t look […]
Read More →ARROW ARROW expects strong 1Q15 earnings backed by rising revenue. It expects 20% revenue growth this year and has a chance to get one of the Red Line contracts value at Bt40mn. (Kao Hoon, 19/03/15) CPALL Subsidiary CP Retail Link Co., Ltd. expects 2015 revenue of Bt3.4bn or 15% YoY growth from last year and […]
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