Potential Changes to the SET50 and SET100 These names have not been confirmed yet but brokers are expecting that these will be the changes. SET50 Expected Additions: BGRIM, DELTA, ESSO, KTC, RATCH Expected Deletions: BCP, KCE, PSH, TPIPP, WHA SET100 Expected Additions: BLA, ERW, MBK, PRM, PTL, RS, THANI, VGI Expected Deletions: ANAN, BA, BIG, […]
Read More →AH AH expects 2H17 performance to benefit from auto sales recovery. It expects 2017 revenue to grow 5% YoY. The company expects to finalize on its overseas partnership within this year. (Kao Hoon, 23 /6/17) Comment: How is 5% revenue growth a recovery? Domestic automotive sales are still far below the peak in 2012 and […]
Read More →ABC ABC is talking to a prospective partner in China to provide WeChat Pay service in Thailand. It continues to improve its back office with the goal of improving its data management. It plans to develop an e-wallet application to meet the needs of the new generation. (Thun Hoon, 24/05/17) Comment: Not sure I would […]
Read More →AIT AIT says it is ready to take part in system management projects both private and public. It got two Village Internet projects worth Bt850mn in 1Q17. This increases its work on hand to Bt3bn as of May 9. It expects to book Bt2.3bn this year and rest next year. (Post Today, 12/05/17) Comment: It […]
Read More →AAV AAV expects 1Q17 performance to be good on seasonality. It expects load factor to hit 86% against its full year target of 84% with passengers of 19.5mn. It plans to increase both domestic and international routes to handle the CLMV market. (Thun Hoon, 06/0 3/17) AMATA AMATA expects to benefit from high demand from […]
Read More →AMATA AMATA expects to sell 1,000 rai this year even though it has sold only 300 rai so far. It is negotiating with a Chinese investor and expects to finish the deal in 4Q16. It expects the plan to invest in an industrial estate in Myanmar to conclude in 2016. It plans to get into […]
Read More →AGE AGE maintain its revenue target growth of 10% supported by more than 2mn tons coal sales. It expects to finish a deal with a partner to do a coal warehouse in Vietnam by the end of 2016. (Kao Hoon, 19/09/16) CCN CCN expects to get a government job from the Industry 4.0 project. It […]
Read More →AH AH expects 2015 revenue of Bt15.3bn with net profit growth of 3% on growth in the automotive sector. It targets revenue of Bt30bn in five years with 10% gross margin. It is talking to partners in India and Europe which is expected to be finalized soon. (ASTV, 10/12/15) Comment: Still don’t see any real […]
Read More →Names today: AIRA, AJD, AIRP, CK, GLOBAL, J, JWD, KKC, KTC, ML, PDF, PLANB, PTTGC, SC, SPI, STA, TOG AIRA The company targets private loan portfolio of over Bt2.5bn in 2016. It has opened four new branches this year and plans to reach total of 15 branches next year, with an additional 50 booths in […]
Read More →BLA BLA’s long-term outlook is bright as the firm is changing business strategy to sell more highvalue products like collectors’ insurance, which will boost gross profit in the future. Insurance premiums in the month of July also showed positive signs, up 173% from the previous month. (Than Hoon, 08/10/15) DCC DCC expects record profit in […]
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