AMATA AMATA announced dividend of Bt0.23 per share after reporting 1H18 earnings of Bt601mn. Current backlog is Bt1.5bn. It expects 2H18 transfers to accelerate mainly from EEC. (Thun Hoon, 16/8/18) Comment: EEC transfer are not going to be seen until the government actually puts pen to paper the laws and benefits ANAN ANAN says transfers […]
Read More →ARIP ARIP arranged a 2nd event on June 21-24 and expected Bt3bn revenue turnover at the event. Management aims to get high-margin projects to continually boost revenue and profit. 2Q18 performance is expected to improve QoQ though 2018 performance is likely to be similar to 2017. (Thun Hoon, 25/6/18) BCH BCH’s 2Q18 earnings are expected […]
Read More →BA BA expects 2Q18 revenue to be good, with advanced bookings up 11 .%The company plans to raise its revenue growth target for 2018 to 7-10 %and continue to expand codeshare with other airlines .It expects cabin factor to reach 70 %this year and will expand its fleet to accommodate more flights to Chiang Mai. […]
Read More →AKR AKR is confident that performance in 2Q18 will turn around with continual negotiation on power supply projects with both the government and private sectors .Backlog value is Bt300mn .The company aims to join the solar rooftop project with Bt500-600mn value and expects to know the outcome by 2H18. (Thun Hoon, 4/6/18) Comment: Ridiculously low […]
Read More →Notable Transactions Buy(s) THB 1.4 bn SUPER – And boom now look at the stock price after SAWAD – Looks like the owners think that the doubling of NPL’s was a one off RS – So this company is now a media player, cosmetics, what else could they do to drive the “value” here? I […]
Read More →Notable Transactions Buy(s) THB 1.2 bn SUPER – Share buying between the major shareholders SAWAD – 1Q18 showed a doubling of NPL’s to 8%, but the owners don’t seem fussed by this buyback DDD – Rather expensive beauty product player, stock is now down 20% from the IPO but the founder is buying Sell(s) THB […]
Read More →AAV AAV expects to finalize with a European partner to invest in MRO at U-Tapao Airport. The project value is Bt1.5bn. The company expects to serve more than 200 aircraft and plans to invest in a pilot and crew training center. The company targets earnings to hit a new high after the strong 1Q18 earnings […]
Read More →Notable Transactions Buy(s) THB 796 mn SUPER – Just a block between the two major shareholders. Sell(s) THB 27 mn N/A
Read More →AP AP plans to launch new 3three projects worth Bt3.1bn. It expects mid-to-high end property market will be strong. (Khao Hoon, 27/4/18) BAY BAY said it has no M&A plan. Fee war is expected to affect its own NII around 2-3%, but it says it has other ways to make this up. (Thun Hoon, 27/4/18) […]
Read More →PTT PTT’s board approved buying TOR documents for the high-speed rail lines connecting three airports, saying this offers future potential growth. It has not decided whether or not it will do a JV. (Khao Hoon, 26/4/18) Comment: Will be the ex-PTT ministers in the government push things PTT’s way? SUPER SUPER shareholders approve Bt36bn bond […]
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