AMA AMA targets 2018 revenue growth of at least 30% and plans to budget Bt1.45bn to buy three ships, aiming at a capacity increase to more than 100,000 DWT from 86,000 DWT last year. It says palm oil shipping is going well. (Thun Hoon, 31/1/18) Comment: Well its a shipping company, nothing overall special, looks […]
Read More →COM7 COM7 expects new high in 2018 earnings and revenue; it targets revenue growth at 15% with growth in all businesses. It has budgeted Bt380mn to add 195 more branches and franchises, bringing the total to 629 in 2018. It plans to expand online, and in the commercial and education markets. (Khao Hoon, 24/1/18) Comment: […]
Read More →ADVANC ADVANC is going to sign a contract with TOT to rent equipment for providing telecommunication services and a contract to use TOT’s 2100 MHz spectrum. (Khao Hoon, 5/1/18) AMA AMA’s board approved the purchase of an oil and chemical tanker with capacity of 13,221 DWT, for Bt283mn. It believes this purchase will improve its […]
Read More →BJC BJC is adding more BIGC stores to reach 781 by the end of 2017 and trying to reduce low profit products on the shelves. It reported that same-store-sales growth turned positive in 3Q17 for the first time in three years and expects SSS growth to continue to rise in 4Q17-1Q18 in tandem with the […]
Read More →BTS BTS reports 2QFY18 net profit of Bt741.5mn, growing 19%, with revenue of Bt2.98bn, rising 55%, as it received revenue from system installation for the North-South sky train and passenger numbers made a new high. (Khao Hoon, 15/11/17) CHO CHO reported 3Q17 revenue of Bt606.66mn, growing 133.21%, with a net profit of Bt14.69mn, rising by […]
Read More →AMA AMA is going to buy two ships for Bt800mn to raise its capacity to 100,000 dwt from the current 80,000 dwt. It expects revenue will grow by 30% and plans to hedge Thai baht currency risk. (Thun Hoon, 9/11/17) Comment: Only trading at 50x PE, why not. CPN CPN reports 3Q17 net profit of […]
Read More →BCPG BCPG plans to invest in hydro, wind, geothermal and biomass with finalization by the end of 2017 and the beginning of 2018 with targeted IRR of 12-15%. It is also in the process of studying an “Internet of Energy” and finding foreign partners to join. It expects market capitalization to reach Bt50-60bn by the […]
Read More →AMA AMA believes 2H17 performance will grow, supported by high season. This is expected to push 2017 revenue to Bt1.5bn, 50% growth. (Khao Hoon, 28/8/17) Comment: That would be quite an achievement, 1H17 already shows revenues of THB 674 mn…but the company is already trading at a mkt cap of THB 7bn ANAN ANAN to […]
Read More →BKD BKD to progress on new business plan. It says it expects 2H17 performance to be outstanding due to high season. It plans to get a new project worth Bt5bn. (Thun Hoon, 23/8/17) CPALL Jiffy to replace 7-Eleven at PTT stations. PTT Plc, the national oil and gas conglomerate, plans to start replacing 7-Eleven stores […]
Read More →DEMCO DEMCO plans to join auctions in 2H17. It currently has Bt4.045bn backlog and is going to book revenue from phase 1 of the sale of water in Laos. (Khao Hoon, 16/8/17) Comment: The 2 same questions remain for Demco, when will the foundations finally be finished and when will WEH finally IPO? EPG […]
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