AOT AOT denies giving special treatment to King Power and is ready to explain to the court on July 25 . (Kao Hoon, 07/07/2017) BANPU BANPU confirms that the flood in China won’t impact sales volume and will actually help increase demand for coal to replace hydropower that is lost. The company expects sales volume […]
Read More →ACAP ACAP plans to revise up its 2017 loan target from Bt6bn after already achieving Bt5bn in 1Q17. It is talking to a prospective partner to engage in home loans in Myanmar and Cambodia. (K ao Hoon, 23/05/17) AMATA AMATA expects 2017 revenue to be better than last year thanks to EEC. It has land […]
Read More →BEAUTY BEAUTY reported 1Q17 revenue of Bt687.53mn, up 29.7% with net profit of Bt199.65mn, up 54.5% on the back of better sales at each distribution channel. It continues to expand both at home and abroad and also plans to distribute to King Power and 1,100 7-Eleven stores. It plans to expand to an online channel, […]
Read More →ALLA ALLA expects 2016 revenue to grow 20% with backlog of Bt282mn. It expects most of its backlog to be booked this year. It expects to get a Bt200mn project in 2Q17. (Kao Hoon, 21/03/17) BAY BAY targets 2017 personal loan growth of 11% from last year’s Bt645bn on high demand. It targets savings deposits […]
Read More →2S 2S targets steel sales of 180,000 tons/year with an investment budget of about 5% of total assets. It also plans to improve machine efficiency which it expects will boost 1H17 performance. It also plans to expand to CLMV on the back of high demand. (Thun Hoon, 17/02/17) ACAP ACAP posted 2016 revenue of Bt468.8mn, […]
Read More →AOT AOT will pay a dividend of Bt6.83/share, XD on Dec 8. Earnings look good on seasonality and government stimulus measures. It expects 26.4% passenger growth and 9.52% growth in number of flights. (Thun Hoon, 07/12/16) Comment: Granted the short term impact of zero-dollar tours from China is going to hurt the #’s from AOT […]
Read More →ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]
Read More →ALLA ALLA closed 18.8% above its IPO price on first trading day. It plans to use the funds of Bt432mn to repay debt, build a warehouse and expand business. (Kao Hoon, 09/11/16) Comment: Compared to other smaller IPO’s this was a relatively weak opening the co. AP AP expects to transfer seven new projects […]
Read More →BRR BRR expects 2.3-2.4 mn tons of sugarcane to go into its mills in the 2016/1017 season. Sugar prices are now at a four-year high. It targets brown sugar production of 260,000-270,000 tons.(Kao Hoon, 27/10/16) Comment: I’ve been writing the same thing for a few months now, I’m thinking its time for the sugar co’s […]
Read More →AIRA AIRA plans to sell 20% of subsidiary AIRA property PL” to Eugene Investment & Securities, which is an investment company in Korea. It expects this to help support its property business. (Thun Hoon, 13/10/16) ATP ATP has made contracts with two current customers, with a total value of Bt120mn. It is talking to five […]
Read More →