COMAN COMAN believes 2H17 performance will be good, driven by revenue from “Synergy Technology” and high season. The management team signals that there are M&A deals. It is now ready to be a leader in development of tourism software. (Thun Hoon, 19/7/17) KTC KTC 2Q17 earnings are Bt786mn or Bt3.05/share or 35.66% YoY growth. (Thun […]
Read More →AOT Treasury Department has asked AOT to provide a figure for the amount of commercial space it has and submit this within two days. For the new rental agreement, it is proposing to charge 5% ROA for commercial area in Suvarnabhumi airport. (Khao Hoon, 14/7/17) CPALL CPALL is planning to add 212 stores and targets […]
Read More →BA BA expects 2H17 to be supported by tourism recovery. The company is going ahead with its new flight routes. It expects to get the EIA approval for the expansion of the Samui Airport to increase the number of flights to 70 per day in 3Q17. It is also benefiting from the kitchen expansion at […]
Read More →AOT AOT is confident that 2017 earnings (Oct 16 – Sep 17) will surge. 2H17 is expected to be impressive, driven by the low base from the zero-dollar tour crackdown. The conflict with the Treasury Department will not affect future growth, said the management team. (Thun Hoon, 28/6/17) Comment: The stock is up some 20% […]
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 →BTS BTS expects EBITDA margin for the Pink and Yellow Lines to increase to 64-69% in its final year and passenger numbers to grow 4.5-5.2% on average. (Thun Hoon, 21/6/17) CBG CBG is in talks with 3-4 retail operators in the UK to expand its business overseas. It expects to finalize the deal with 2-3 […]
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 →ATP30 ATP30 expects 2Q17 earnings to be better than 1Q17 as it will book revenue from major clients. It is talking with 2-3 clients in an IE in the northeast and expects to benefit from EEC. Revenue growth in 2017 is expected to hit target of 15%. It is budgeting Bt120mn to buy 30 new […]
Read More →ADVANC ADVANC reported 1Q17 net profit of Bt7.69bn, down slightly from 1Q16’s Bt8bn. Service revenue was Bt31.36bn, up 4% YoY, with 40.6mn subscribers. AIS Fibre expanded its customer base to 373,900 subscribers. It expects 2017 revenue growth of 4-5%. (Thun Hoon, 28/04/17) Comment: I do wonder when will this industry be overtaken by a clever […]
Read More →ABC ABC plans to invest in a commercial website named ABCPoint. It plans to provide system development that will add value and handle 4G clients. It expects to introduce a new service solution in 4Q17. (Kao Hoon, 25/04/17) Comment: What is this company’s business model? Over the years we’ve seen solar, ecommerce, something with alibaba, […]
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