AAV AAV targets 19.5mn passengers in 2017 and expects load factor of 84%. Going forward, its strategy is to expand its route network to new potential markets including CLMV that will balance revenue contribution which at this point is heavily reliant on the China market. It plans for the expansion to eventually lower the revenue […]
Read More →Notable Transactions Buy(s) THB 173 mn AJ – A shareswap between the Chairman/MD and the VP Side comment: The President of SIRI continues to buy shares, round 2? Sell(s) THB 220 mn AJ – A shareswap between the Chairman/MD and the VP GUNKUL – The DMD dumps a fair amount of shares
Read More →AJD AJD and partners set up two subsidiaries and is taking a stake of over 50%. It expects this to provide growth as well as lower risk from core business. (Thun Hoon, 25/01/17) AOT AOT expects passenger pass-through to reach 3.87mn with 23,000 flights on Chinese New Year. It says tourists from China dropped to […]
Read More →AKR AKR expects 2017 performance to be good. It expects revenue to grow 50% on the back of public projects, alternative energy projects, BoI, and private investment, all of which are expected to increase demand for transformers. It plans to take part in Bt4bn projects for PEA and MEA. (Thun Hoon, 18/01/17) AP AP plans […]
Read More →Notable Transactions Buy(s) THB 205mn SIRI – This cheeky mofo is back! Just look at the 7 year chart of insider buying and selling to see what I mean RS – Apparently its the beauty products that they manufacturing, sell on their own channels, using their own stars, and finally their own available ad space […]
Read More →DRT DRT expects 2017 revenue growth of more than 5% backed by government mega projects that will expand growth in construction materials. It has set an investment budget of Bt100mn to increase capacity. (Kao Hoon, 09/12/16) EPG EPG expects continued growth in 2H16, especially for its automotive business. This will bring 2017 revenue up to […]
Read More →A A targets 2018 revenue to reach Bt10bn from 2017’s target of Bt7bn. It plans to launch eight projects valued at Bt8.9bn. It is positive toward the outlook for the property sector. It expects 2016 sales to hit target of Bt6bn with a new high for net profit. (Kao Hoon, 01/12/16) DEMCO DEMCO got a […]
Read More →BJCHI BJCHI expects a fall in revenue in 2016 as well as profit due to global economic factors and high competition. It has backlog of Bt2.2bn, of which it will book Bt600-800mn this year. It continues to bid for a new jobs worth Bt8.5bn to support 2017 earnings. (Kao Hoon, 22/11/16) Comment: Thus the management’s […]
Read More →ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]
Read More →AJ AJ expects 2017 earnings to be good supported by expansion to Europe and higher domestic sales brought by government stimulus measures that increased demand for its products. It plans to invest in CPP production line to increase its product variety. (Thun Hoon, 03/11/16) BDMS BDMS expects Bt100bn revenue in 2018. SET-listed Bangkok Dusit Medical […]
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