ADVANC ADVANC expects to report 2Q15 net profit of Bt9.1bn which will raise 1H15 earnings to Bt19bn. It expects to pay an interim dividend of Bt6.57/share (2.8% yield). It expects to gain benefit from the 4G auction that will be held before the end of this year. (Khao Hoon, 03/08/15) Comment: Perhaps still the only […]
Read More →AKR AKR expects to get a 20MW solar farm from a cooperative which is expected to be concluded in August. It plans to invest in a power plant on 94 rai in Lopburi. It expects to show net profit in 2Q15, benefitting from booking revenue from its backlog. 2H15 performance is expected to be good […]
Read More →ACD ACD expects to show net profit in 3Q15 backed by property management fees of Bt35mn. It plans to buy three hotels in Phuket, expected to be finalized in 4Q15. It plans to acquire more property business in Laos and Cambodia. It is confident 2015 revenue will be higher than Bt1bn and expects to wipe […]
Read More →BEAUTY BEAUTY targets to maintain gross margin of 69%. It plans to introduce a new product in 3Q15. 2H15 is expected to be good thanks to seasonality. The plan to set up a distributor in Indonesia is expected to be finalized in 3Q15. It expects Bt1.7bn revenue from abroad this year. (Thun Hoon, 23/06/15) Comment: […]
Read More →BWG Investors from Qatar are interested in BWG shares due in recognition of its strong fundamentals from waste power plant. Management says 2H15 performance will be good. It expects 2015 revenue of Bt1.5bn. It expects to book revenue from 9.4MW waste power plant next year. (Thun Hoon, 17/06/15) Comment: How did this strange company all […]
Read More →AMATA AMATA holds roadshow for AMATA Summit Growth REIT. It says local and foreign investors are interested in AMATA Summit Growth REIT due to its high dividend yield of 8.7%. It is expected to trade in June. (Thun Hoon, 03/06/15) Comment: And thus AMATA should be able to book a decent profit in 2Q15 AUCT AUCT opens […]
Read More →AAV AAV reported 1Q15 earnings at Bt506mn on Bt7.7bn revenue backed by tourism recovery. The rise in fares resulted in a better performance. (Khao Hoon, 15/05/15) Comment: The biggest winner in the aviation industry in Thailand ANAN ANAN will focus on condominiums located near the BTS in order to emphasize its positioning, the leading developer […]
Read More →The new digital TV industry has been both a love and hate relationship for me, at times I can see the bull in it, about how well some new players will perform (WORK, RS), newer players receiving higher ad rates over the coming years, at other times I see the bear argument, an audience population that […]
Read More →AMATA AMATAVN puts off listing to 3Q15 from 2Q15. It says the industrial complex in Vietnam will be finished in time. It plans to collaborate with foreign partners in the future. (Post Today 07/05/15) Comment: Well at least the delay was by 12 months as it was last year. AJP Plans to invest in waste […]
Read More →The Digital TV Industry has been having its own version of battle royale with the competition for ratings sending bidding prices for new shows through the roof and if you look at every company related to digital tv, all of their earnings were poor in 2014 and 1Q15, as a result of this they have […]
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