GUNKUL reaffirms Bt10b revenue target this year, +20% yoy, expects to sign Bt700m new contract, boosting backlog to Bt9.6b, sets 3-year capex at Bt20b to boost capacity, mulls investment in hemp business and Built2Suit. GUNKUL target FY21 revenue growth >20% yoy from larger power portfolio, Bt3b out of Bt9.6b EPC backlog to transfer this year, […]
Read More →ANAN ANAN is confident that revenue will grow by 152%YoY to Bt38bn. Current backlog is Bt54.6bn and Bt23.8bn of this will be booked as revenue this year. It expects 2H18 revenue to grow HoH. (Kao Hoon, 24/9/18) Comment: Part of their plan, and not a surprise given the delay of Ashton Asoke last year. BEM […]
Read More →BDMS BDMS reports 3Q17 earnings of Bt2.2bn, down 4.6% YoY. It expects 4Q17 will recover in tandem with high season, which will increase the number of both international and domestic patients. (Khao Hoon, 31/10/17) Comment: Not quite accurate given that the company hasn’t announced earnings yet. EPCO EPCO says 3Q17 earnings were good, supported by […]
Read More →BR BR plans to expand overseas in order to increase selling channels and improve revenue structure. It also plans to list its subsidiary in the Hong Kong stock market. (Thun Hoon, 22/9/17) CITY CITY’s 4Q17 revenue looks to be strong due to an increase in steel price. It targets 2017 revenue to reach Bt525mn. It […]
Read More →BCP BCP is certain that 2017 earnings will reach target as oil volatility is not expected to affect earnings. Its EBITDA is targeted to grow at 20% with support from subsidiaries’ power plants. (Thun Hoon, 11/7/17) COM7 COM7 is expected to have 2Q17 earnings of Bt105bn or 30% growth, supported by sales of smart phones. […]
Read More →AOT AOT is confident it will have revenue growth of 8%, driven by more flights and tourist arrivals. It targets tourist arrivals of 180mn within 10 years. (Khao Hoon, 19/6/17) Comment: And this will mainly be driven by China BTS BTS with STEC and RATCH will sign the contracts for the Pink and Yellow lines […]
Read More →ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]
Read More →AP AP is confident that low-rise project revenue and presales will hit target. It reports revenue from low-rise of Bt6.14bn in 1H16 and will realize Bt5.68bn in 2H16. (Thun Hoon, 22/09/16) CKP CKP expects profit of Bt300mn in 2H16 supported by more capacity from Nam Ngum 2. (Kao Hoon, 22/09/16) Comment: Now would they consider flipping […]
Read More →ADVANC Partnership may decide if AIS joins 4G auction — The uncertain status of a partnership agreement between TOT Plc and Advanced Info Service (AIS) may put the latter under increasing pressure to join the renewed auction for the 900-megahertz spectrum. (Bangkok Post, 28/3/16) ARROW ARROW expects 1Q16 earnings to be good on the back […]
Read More →CK Good 1Q14 — CK says 1Q14 revenue was good, supported by backlog of Bt110bn. It reaffirms that revenue will surpass Bt30bn this year. It expects to sign for additional work worth Bt22bn. CK’s shareholders have also given the green light for an increase in the debenture amount that CK can issue by Bt8bn from […]
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