BTW BTW says big projects received this year will grow revenue and earnings. It projects 2018 revenue growth of at least 10%. It currently has backlog of Bt900mn, of which 80% is going to be booked as revenue this year. It plans to bid for new projects worth approximately Bt7bn. It also plans to expand […]
Read More →AGE AGE projects revenue proportion from overseas will rise to 30% on an increase in orders from Vietnam and China brought by rising demand for coal. It targets 2018 revenue to grow by 20-25% and currently has backlog of 300,000 tons, all of which will be booked in 1H18. (Thun Hoon, 18/1/18) LH LH targets […]
Read More →AH AH expects 1Q18 results will be outstanding and expects 2018 earnings to again make a new high as vehicle production has increased by 2mn. It is negotiating for joint venture and acquisition deals and plans to research setting up factories in Malaysia, Indonesia and Vietnam. It also plans to conduct a roadshow in the […]
Read More →A A targets 2018 revenue of Bt6.4bn from the booking of current backlog of Bt4bn and targets presales to grow by 10-15%. It plans to launch 17 new projects worth Bt20bn and has budgeted Bt600mn to buy land. (Thun Hoon, 15/12/17) ETE ETE plans to increase 2018 revenue by 20-30% backed by growth in four […]
Read More →Fresh from the headlines of brokers this morning. FTSE SET large cap index (+) EA FTSE SET mid cap index (+) BGRIM, ORI, PRM, RATCH, RS, TOA FTSE SET Shariah index (+) AIT, AMARIN, BAFS, EKH, FN, GGC, HFT, SEAFCO, SRICHA, TOA, TPIPP, UVAN Date to be applied : 15th Dec Effective: Monday, 18th Dec
Read More →BCP BCP projects 2018 gross refining margin will be close to 2017’s at US$6-7/bbl and average production volume of 111,000 bbl/day. It believes demand will still be high and plans to list BBGI in the stock market in 4Q18. (Thun Hoon, 23/11/17) Comment: They don’t really talk much about the failed investment in the oil […]
Read More →The key changes as of 30 Nov ’17 are as follows: MSCI GLOBAL STANDARD INDEXES THAILAND + none / – 1 (-) BEC MSCI GLOBAL SMALL CAP INDEXES THAILAND +5 / -6 (+) BEC, GGC, ORI, VNT & WHA (-) AIRA, GPSC, NYT, SCN, STPI, THRE
Read More →BEAUTY BEAUTY targets 2018 revenue growth of 20% from 2017 to Bt3.1bn. It also plans to further expand its business overseas, with plans finalized by the beginning of 2018. It reports 3Q17 earnings of Bt348.20mn, growing by 65.61%, on higher sales and margin. (Thun Hoon, 14/11/17) Comment: Just astounding #’s FSMART FSMART reports 9M17 earnings […]
Read More →BIG BIG has bottomed out after entering high season and is changing its strategy to sell cameras and mobile phones in order to accelerate its earnings recovery in 4Q17. (Thun Hoon, 6/11/17) Comment: Still have my doubts on their ability to continue pushing new cameras to the market, unlike iPhones its a different consumer behaviour […]
Read More →ADVANC ADVANC reports 3Q17 net profit of Bt7.469bn, growing by 14% in tandem with the increase in total revenue, while EBITDA increased by 15% to Bt17.589bn because of effective cost and expense management. It plans to invest Bt5bn to expand its high-speed internet network. (Thun Hoon, 3/11/17) Comment: The news that 1) the NBTC set […]
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