AP AP plans two condo projects under the ‘Life” brand worth Bt15.4mn. It believes revenue can its target of Bt12.4mn. (Thai Post 12/7/17) CPALL CPALL is issuing perpetual subordinated bonds worth less than Bt10bn with 5% interest rate for the first 5 years. (Thai Post 12/7/17) Comment: Refinancing their debt with lower and lower interest […]
Read More →AAV AAV is opening a short training course for aircraft maintenance personnel in its effort to emphasize its human resources. ( Thun Hoon, 4/7/17) AP AP boasts presales of Bt15bn YTD and expects Bt26bn for the year. The company is about to launch TWO new condominium projects worth Bt12.4bn in 2H17. Revenue is expected to […]
Read More →BANPU BANPU stands to benefit from climbing coal price. Management expects revenue to grow 20% in 2017. Power business is also doing well both domestically and overseas. It is also looking to add another 1,000 MW to BLCP in order to support EEC. (Thun Hoon, 26/06/2017) Comment: What climbing coal price? CNT CNT received new […]
Read More →AH AH expects 2H17 performance to benefit from auto sales recovery. It expects 2017 revenue to grow 5% YoY. The company expects to finalize on its overseas partnership within this year. (Kao Hoon, 23 /6/17) Comment: How is 5% revenue growth a recovery? Domestic automotive sales are still far below the peak in 2012 and […]
Read More →AMATA AMATA visited Stockholm, Sweden to study its ‘Hammarby Sjostad’, or ‘Smart City’ project, and SAAB Group which manufactures fighter jets for Sweden, in the hopes of developing a Smart Aerospace City in Thailand. (Thun Hoon, 7/6/2017) CSS CSS expects to benefit from NBTC and MEA project to ground all power/cable lines along five main […]
Read More →ANAN ANAN expects to outperform its sector within the next three years. 2Q17 will benefit from strong sales volume . (Thun Hoon, 2/6/17) Comment: Let us hope for their sake that the property market continues it strength in new developments. BIZ BIZ received loan approval from CIMB Thai for the Cancer Treatment Center at Chulalongkorn […]
Read More →AQ SET is ordering AQ to announce details on its equity increase worth Bt150bn and its impact on shareholders, as well as its private placement deal and debt repayment of Bt10bn by June 1. (Bangkok Post 31/5/17) BIZ BIZ is in talks with 8-10 public and private hospitals to install its radiotherapy machine worth in […]
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 →AS AS is talking to a prospective partner to invest in a new business. It expects a conclusion within this year. It expects net profit to return to the black in 2017 and plans to wipe out retained losses. It plans to launch 13 games over six countries. It plans to expand to Myanmar and […]
Read More →AOT AOT reported 2QFY17 earnings of Bt6.47bn, up 17%. This brought 1HFY17 earnings to Bt11.49bn with 65.59mn passenger pass-through. (Kao Hoon, 16/05/17) Comment: What tourism slowdown? Only 5% of the Chinese have passports, just imagine if 10% have passports (note for US citizens its about ~35%-40% depending upon which stat you look at) ARROW ARROW […]
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