AP AP expects 2017 presales of Bt12.4bn. It plans to launch two condos worth Bt14bn in 2Q17 with a presales target of Bt4bn. Its backlog is Bt25.9bn, of which it expects to book Bt8.3bn this year. (Kao Hoon, 21/04/17) BCH BCH is budgeting Bt2.4bn for a 3-year investment plan. It plans to set up four […]
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 […]
Read More →2S 2S targets steel sales of 180,000 tons/year with an investment budget of about 5% of total assets. It also plans to improve machine efficiency which it expects will boost 1H17 performance. It also plans to expand to CLMV on the back of high demand. (Thun Hoon, 17/02/17) ACAP ACAP posted 2016 revenue of Bt468.8mn, […]
Read More →BA BA plans to expand routes and flights in 2017 to enable it to increase the number of passengers. It will receive delivery of 1-2 new planes in December. It reported 3Q16 earnings growth of 15% with revenue of over Bt6.7bn, supported by high season. (Thun Hoon, 14/11/16) BIZ BIZ reported 3Q16 net profit of […]
Read More →ALLA ALLA plans an IPO of 150mn shares. The price will be set by the end of October. It expects to trade on the SET in mid-November. It will use the funds to build a warehouse, expand its factory, invest in a JV in Indonesia and as working capital. (Kao Hoon, 19/10/16) Comment: Another small […]
Read More →ABC ABC had presales of 30% or more than 10 units in ABOVE Sukhumvit 39 project worth Bt2.5bn. It expects presales to reach 70-80% this year and revenue to reach target of Bt2bn. It expects to turn to a profit and write off retained loss of Bt159mn this year. (Kao Hoon, 26/09/16) Comment: Not really […]
Read More →AQ AQ sold 100% of AQ ALIX which generated revenue of Bt670mn. It plans to launch a new housing project at the end of 2016. (Kao Hoon, 14/09/16) BCPG BCPG set its IPO price at Bt10, the top in the price range, in response to good institutional investor interest. It expects to trade in September. […]
Read More →ARROW ARROW expects 2016 revenue and profit to be a new high. It is maintains its full-year target revenue at Bt1.4bn, growth of 15%. It has backlog of Bt240mn, all of which will be booked this year. It is talking with two companies to take a share of its subsidiary and expects to make a […]
Read More →AAV AAV’s load factor was a high 85% in 1H16. Fares are also rising and jet fuel prices falling. It plans to open new routes in 2H16. It wants to cooperate with AOT to develop Don Mueang Phase 3 which will increase capacity to 40mn/year from 30mn/year. (Thun Hoon, 23/08/16) Comment: I do wonder if […]
Read More →AJD AJD reported 2Q16 net profit of Bt126.59mn on higher sales at a subsidiary and implementing cost control. It expects 2016 revenue to grow 10-15% from last year backed by transfers. (Thun Hoon, 16/08/16) ASEFA ASEFA expects 2016 revenue to grow 20% backed by mega projects with backlog of Bt1.8bn, of which 60% is expected […]
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