BBL BBL to support credit loan of Bt1.44bn for 20.1MW hydropower plant in Laos in the JV between B Grimm and S.V. Group. (Thun Hoon 25/05/17) Comment: Rumours have it that B Grimm will eventually IPO on the SET. It’ll be interesting to see which businesses they decide to bundle into the IPO should it […]
Read More →Notable Transactions Buy(s) THB 589 mn TKN – After selling a fair amount of shares at mid 20’s he’s buying back quite a bit here. PACE – Well they have mahanakorn transferring…and then the supposed dean & deluca story…and then…well I just don’t buy this story MTLS – I am impressed by their growth numbers..but […]
Read More →ASK ASK expects 2017 earnings to continue to mark new highs. It targets loan growth of 10-15% brought by loans for trucks. It expects to control NPLs to below 1.9%. It plans expansion. (Thun Hoon, 31/03/17) Comment: What slowdown? What crisis? ASK seems to be ticking along just fine CBG CBG targets 2017 revenue […]
Read More →AH AH expects 2017 revenue to grow 5% from last year thanks to auto sector recovery. It expects 1Q17 performance to be good brought by numerous orders. It plans to expand abroad, with some progress in 4Q17. (Thun Hoon, 24/03/17) Comment: I’m still not impressed by this company.. COMAN COMAN expects 2017 revenue growth of […]
Read More →AJD AJD reported 2016 net profit of Bt355mn backed by AJ Top Up machines. It expects to continue to grow in 2017 with a target of 40,000 Top Up machines. It expects to ask board approval to change the company’s name to AJ Advance Technology (AJA). (Kao Hoon, 02/03/17) Comment: Am I going to have […]
Read More →ABC ABC expects 2017 earnings to be good and targets revenue from property business of 70% and e-business of 30%. It plans to focus on two projects, Above Sukhumvit 39 and ABC World via abcpoint and WeChat. It expects to be the leader in financial innovation. (Kao Hoon, 27/02/17) AGE AGE expects 2017 coal sales […]
Read More →DRT DRT has set aside Bt100mn to upgrade its machinery, which it expects will reduce cost and expand margin to 25%. It expects 2017 revenue growth of 5%, supported by customer expansion and home renovations in the south. (Thun Hoon, 14/02/17) Comment: Walking/driving around the provinces over the weekend did give me an idea that […]
Read More →A A targets 2018 revenue to reach Bt10bn from 2017’s target of Bt7bn. It plans to launch eight projects valued at Bt8.9bn. It is positive toward the outlook for the property sector. It expects 2016 sales to hit target of Bt6bn with a new high for net profit. (Kao Hoon, 01/12/16) DEMCO DEMCO got a […]
Read More →BA BA plans to expand routes and flights in 2017 to enable it to increase the number of passengers. It will receive delivery of 1-2 new planes in December. It reported 3Q16 earnings growth of 15% with revenue of over Bt6.7bn, supported by high season. (Thun Hoon, 14/11/16) BIZ BIZ reported 3Q16 net profit of […]
Read More →APCO APCO signed a contract to set up a JV company (Bhubhiwat Co., Ltd). It plans to set up a medical facility to treat and prevent viral and infectious diseases by immune stimulation with natural products both at home and abroad. It is talking to parties to set up two more JVs in November. It […]
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