APCO mulls expanding anti-aging supplements product portfolio to capture growing aging society, eyes 30-50% FY revenue growth target. Comment: How is this MLM company still going? DUSIT’s official cod of hi-end project, Dusit Suites Athens, features 36 suites nearby Glyfada beach, first branded property in Europe. Comment: Russians and Ukrainians are going to buy this […]
Read More →ADVANC upbeats earning outlook from improved ARPU on eased competition, higher revenue from sim sales on surging tourists arrival, maintain mid-single digit revenue growth target, broadband M&A with TTTB expected to complete by end of 1Q. Comment: And voila…we have 3 players now (yeah yeah I know it’s only 2 NT doesn’t count, but on […]
Read More →ASIAN mulls expand OEM pet food from private label segment & increase awareness of its own 3 brands (Monchou, Hajiko & Pro) to expand market share & mitigate risk from US slowdown on frozen seafoods & VAP, lower purchasing power in EU. Comment: Let’s see how the names in this industry play out over the […]
Read More →AWC sets double digit revenue growth target this year, to spend Bt1b on renovating and adding lifestyle spaces to the Empire, its largest office tower, under the theme “Co-Living Collective : Empower Future”. Comment: And they’re just going to keep eating up the market and buying the assets from the family at “fair value” BDMS […]
Read More →BPP upbeats 3Q earnings from additional capacity from Chu Ngoc solar & Nhon Hai solar projects in VN total 50mw, higher electricity & steam sales from 3 combined heat & power (CHP) in China, in process of due diligence on 2-3 pp M&A in the US combined capacity 2k mw, maintaining 5.3k mw target by […]
Read More →ASIAN upbeats outlook from strong PET food & frozen pre-cook meal sales and tailwind from weak THB, allots Bt660m to up capacity by 6k tons in 3Q, revised up FY22 sales growth target to 19% from 12% to Bt11.2b, OEM subsidiary Asian Alliance Int’l (AAI) on track to list on the exchange this year. Comment: […]
Read More →Notable Transactions Buy(s) THB 277.7 mn DCC – A director bought a bucketload of shares JMART – The father and in this case, son, have been accumulating a lot of shares. PRINC – This is a hospital play, the MD buys up shares. SITHAI – The Chairman gobbles up shares. Sell(s) THB 73 mn PJW […]
Read More →BGRIM BGRIM plans to invest in 250MW more capacity in Vietnam, adding to current capacity of 420MW. The results will be known soon. It is also studying investment in Korea and Malaysia. It plans to add total capacity of 179 MW this year and plans to issue a Bt10bn bond. (Thun Hoon, 3/8/18) Comment: 1GW […]
Read More →ABC ABC plans to invest in a commercial website named ABCPoint. It plans to provide system development that will add value and handle 4G clients. It expects to introduce a new service solution in 4Q17. (Kao Hoon, 25/04/17) Comment: What is this company’s business model? Over the years we’ve seen solar, ecommerce, something with alibaba, […]
Read More →ABC ABC expects 2017 earnings to be good and targets revenue from property business of 70% and e-business of 30%. It plans to focus on two projects, Above Sukhumvit 39 and ABC World via abcpoint and WeChat. It expects to be the leader in financial innovation. (Kao Hoon, 27/02/17) AGE AGE expects 2017 coal sales […]
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