EA: to cod Li-Ion battery production plant, capacity 1GWh p.a. on December 12. Comment: A few years delayed but here we go, and now we’ll see if the story plays out. At the end of the day it will depend upon managements ability to maintain the relationship with the Government entities in Thailand to keep […]
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 →BIG BIG reported 9M16 net profit of Bt546mn, up109%YoY, boosted by mirrorless cameras. It expects a strong performance in 4Q16 brought by new products and higher sales thanks to many events. It expects 2016 revenue and net profit to mark a record high. Its board approved an interim dividend of Bt0.07/share. (Thun Hoon, 07/11/16) Comment: […]
Read More →ALT ALT is going to do a roadshow in the US. It expects this to increase foreign shareholding. The plans will be firmed in October. It expects to get a new job to support its backlog of more than Bt800mn. It maintains 2016 earnings growth of 10% from last year driven by customer expansion. (Thun […]
Read More →BEAUTY BEAUTY expects 2016 revenue and profit to be a new high due to revenue growth of more than 45% in 2H16. It is negotiating with a partner to set up distributorship in Hong Kong and Taiwan; it expects the deal to be concluded in 4Q16. It expects revenue growth of no less than 20% […]
Read More →CBG CBG is confident that sales in 2Q16 WILL continue to grow supported by expansion in domestic and export markets. It plans to do marketing in Europe after being chosen as a sponsor for Chelsea Football Club. It expects 2016 sales to grow 15-20% and gross margin to reach 40%. (Thun Hoon, 1/6/16) CWT CWT […]
Read More →BKD BKD expects 3Q15 revenue to be higher than 2Q15. It expects to be awarded projects valued at Bt1.3bn in 4Q15. It expects 2015 revenue of Bt1.3bn as Bt2.5bn in backlog is expected to be booked. It targets 20% revenue growth next year. It plans to launch a property project in 2Q16. (Khao Hoon, 26/08/15) […]
Read More →ANAN ANAN launches 4 new projects worth of Bt11bn. It has set a presales target of 40% per project within Aug 12-16. It is cooperating with Thai Samsung Electronics. (Khao Hoon, 14/8/15)] Comment: And they’re spending quite the small fortune on marketing these projects, you can see their advertisements everywhere in Bangkok ATP30 ATP30 IPO […]
Read More →AP AP expects 2015 net profit to mark a record high of Bt25.3bn. It targets presales of Bt28.3bn and already has Bt18bn. It expects to launch 15 new projects throughout the rest of the year, worth Bt24bn. (Khao Hoon, 27/07/15) Comment: Quite interesting that despite this economic malaise, AP is able to recognise revenue (the […]
Read More →BJCHI Expects to get project in Brazil worth Bt4-5bn in May. 1Q15 earnings will be released in this week. (Khao Hoon, 11/05/15) Comment: Even though oil prices have dropped, it hasn’t appeared to hurt BJCHI at all just yet. FSMART 1Q15 earnings surged 83%YoY to Bt57mn with total revenue of Bt361mn. Management says “Boon-term” machines […]
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