ADB ADB will run the first phase of machines in its new factory in November. This will raise production capacity and output can be sent in 1Q19. It expects revenue to grow. (Kao Hoon, 10/10/18) BAY BAY will book extra gain from the sale of 50% of Ngerntidlor of Bt6.3bn in 4Q18. (Kao Hoon, 10/10/18) […]
Read More →Notable Transactions Buy(s) THB BLAND – This is heavy buying of the warrant by the owner SIMAT – A rare purchase by a director of this company. Given the size it was probably off the market Sell(s) THB N/a
Read More →CBG CBG targets 2018 sales to grow by 30% as it sees high growth opportunities in overseas markets, especially China. It targets sales in China of 300mn cans and sales in the UK of at least 40mn cans. It has budgeted Bt2.5bn for investment in can production machines. (Thun Hoon, 27/03/18) Comment: To us it’s […]
Read More →AMATAV AMATAV reported 2017 earnings of Bt422mn, up 585% from last year thanks to booking Bt642mn from land sales, implying growth of 81% and driving total revenue to grow 30% to Bt1.17094bn. At the same time, it cut expenses by 40%. (Khao Hoon, 14/02/18) Comment: And this should continue for vietnam over the next 3-5 […]
Read More →AH AH expects 1Q18 results will be outstanding and expects 2018 earnings to again make a new high as vehicle production has increased by 2mn. It is negotiating for joint venture and acquisition deals and plans to research setting up factories in Malaysia, Indonesia and Vietnam. It also plans to conduct a roadshow in the […]
Read More →AIT AIT targets 2018 revenue to grow by 10% to reach Bt6bn on current backlog of Bt3bn, of which Bt2.6-2.bn will be booked as revenue in 2018. It plans to bid for new projects from both government and private sectors. (Thun Hoon, 4/1/18) Comment: More news flow seems to be coming from ths sector, AIT […]
Read More →AUCT AUCT expects to have good news soon. It expects 2H16 to be growth and expects 3Q16 to recovery due to car bidding is recovery; It had bid for a 30k car in 1H16. (Thun Hoon, 05/09/16) BAFS BAFS expects 2016 revenue and profit to record a new high, as volume increases with the number […]
Read More →BRR BRR plans to expand its cultivated area to 200,000 rai. It has done research to improve its sugar products. It plans to invest in a third biomass power plant by using bagasse as a fuel. (Thun Hoon, 28/07/15) Comment: Again a natural extension of its existing business. CHOW CHOW expects to add a 42MW […]
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