BEM reaffirms solid 2Q from strong tollway traffic & MRT ridership, expects big jumps 2H following debut of Blue line extension (Hua Lamphong – Lak Song) from August. Comment: And BTS has the same story as well BEAUTY signs 6 Chinese agents to distribute skin care products in China, target revenue from abroad surging to […]
Read More →ASAP ASAP expects growth in 4Q18, supported by high tourism season. It targets revenue growth of 30% backed by an increase in customers. It is dealing with a Japanese company to add “asap GO” car rental centers around the factory zone. The deal will be concluded in December. (Thun Hoon, 18/10/18) Comment: Now GRAB is […]
Read More →B B expects earnings to turn around this year and expects revenue to double after it restructured into an integrated logistics service provider. It is negotiating with foreign business partners and expects a response within six months. (Kao Hoon, 2/8/18) DELTA DEISG announced a plan to make a tender offer to acquire all of DELTA […]
Read More →ARIP ARIP arranged a 2nd event on June 21-24 and expected Bt3bn revenue turnover at the event. Management aims to get high-margin projects to continually boost revenue and profit. 2Q18 performance is expected to improve QoQ though 2018 performance is likely to be similar to 2017. (Thun Hoon, 25/6/18) BCH BCH’s 2Q18 earnings are expected […]
Read More →ADVANC ADVANC targets 2018 revenue growth of 7-8% YoY, upon booking 100% of CSL earnings. It plans to invest Bt35-38bn to expand its 4G-fiber network. It expects mobile revenue to grow by 3-5%YoY with 800,000 home internet customers. (Khao Hoon, 16/2/18) BTS BTS 3Q17 earnings were Bt889mn, +89.8%YoY, driven by revenue from mass transit, which […]
Read More →AOT AOT reported 1Q18 earnings of Bt6.219, growing by 22.33% and revenue of Bt15.045, growing by 14.62%, backed by a rise in the number of passengers from six airports to 34.64mn on expansion of tourism and the removal of the ICAO’s red flag. (Khao Hoon, 15/02/18) Comment: And it will continue and continue, still curious […]
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 →AIT AIT targets 2018 revenue to grow by at least 10% to Bt5.5bn, as it is going to book revenue from backlog of Bt4.1bn. It plans to bid for Bt20bn in new projects in both the government and private sectors. It believes 2017 revenue will achieve target of Bt5bn. (Thun Hoon, 8/12/17) Comment: The IT […]
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 →BCPG BCPG expects 2Q17 performance to continue to grow from 1Q17’s Bt454mn on the back of higher Ft and additional 130MW in power generation in Japan. It continues to invest in power plants in Japan. (Thun Hoon, 05/05/17) DTAC DTAC is partnering with Netmarble to launch Lineage 2 Revolution in Thailand. It targets 1mn […]
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