AJ AJ reported substantial growth in 2016. It expects 2017 performance to be robust from expanding to Europe, stimulus measures, exports, and better purchasing power. It expects this to increase orders for BOPP, BOPET, and BOPA, which are used for packaging. It plans to introduce new products with higher margin. It also plans to do […]
Read More →ABC ABC plans to launch E-Payment service via WeChat Pay. It intends for this to be a payment application for Chinese tourists. It plans to partner with 10,000 stores. It expects this to contribute revenue of at least Bt1bn/month. (Kao Hoon, 21/02/17) Comment: Right…but then their actual revenue from this may only 1-3%? This company […]
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 →AS AS expects 2016 revenue to remain at 2015 level. It expects profit in 2017 after restructuring its business and plans to write off retained loss of Bt1.03bn. (Kao Hoon, 18/11/16) Comment: Well I’m not entirely convinced their “new business model” is going to be successful. BGT BGT plans to open a branch in Vietnam […]
Read More →BAY BAY reported 9M16 profit of Bt16.2bn, up 20% YoY after it acquired HKL and expanded to ASEAN as planned It plans to raise its 2016 loan growth target to 8-9% from 5-6%. (Thun Hoon, 25/10/16) Comment: With the japanese as the major shareholder we are thinking they may go on a massive asset expansion […]
Read More →ABC ABC expects to end presales of “ABOVE Sukhumvit 39” at more than Bt2.5bn in 4Q16. (Kao Hoon, 12/10/16) AMA AMA is ready to submit its filing to the SEC to list on the mai and expects an IPO of 108mn shares. It plans to increase its fleet and liquid transport vehicles in Thailand and […]
Read More →ACC ACC expects 2H16 earnings to be good after it increased salespersons and put a greater focus on modern trade and large projects. It expects to book revenue from its property business in 4Q16 and plans to add to its 8MW of renewable energy to provide a good return to shareholders. (Thun Hoon, 03/10/16) Comment: […]
Read More →ARROW ARROW expects 3Q16 earnings to grow supported by large orders, especially Suvarnabhumi phase 2 project from ILINK and ITD. It expects to get work on the MRT Green Line, with finalization by the end of this year. It expects 2016 revenue to reach Bt1.4bn. ( Khao Hoon, 30/08/16) Comment: Perhaps we should just close […]
Read More →ASK ASK expects revenue and loan growth of not less than 15% on seasonality. It plans to issue a debenture to replace the old one of Bt7.3bn that is expiring. (Thun Hoon, 10/08/16) Comment: It’s more likely that the continued improvement will come from decreased financing costs BLA BLA reported 2Q16 net profit of […]
Read More →CHOW CHOW got EPC project from Primo energy for a 10MW solar farm. (FUKUI project, valued at Bt3bn.) (Khao Hoon, 16/06/16) IVL IVL plans to cooperate with Dhunseri, expects this to expand its PET market in India. It expects a decision to be finalized by 2016. It expects 2016 outlook to be good after its […]
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