THAI | ThaiCapitalist

May19 2

AOT AOT reported 2QFY17 earnings of Bt6.47bn, up 17%. This brought 1HFY17 earnings to Bt11.49bn with 65.59mn passenger pass-through. (Kao Hoon, 16/05/17) Comment: What tourism slowdown? Only 5% of the Chinese have passports, just imagine if 10% have passports (note for US citizens its about ~35%-40% depending upon which stat you look at) ARROW ARROW […]

May15 0

AGE AGE expects 2017 revenue to grow 25-30% on the back of robust earnings for the first four months of the year. It continues to expand to China and expects exports to comprise 30% this year. (Kao Hoon, 09/05/17) AMC AMC plans to launch new products to boost 2017 revenue to growth of 10-15%. It […]

Jan22 6

Thailand Future Fund Thailand’s future fund is still ongoing developments have been slow in the past 12 months but the government seems to be picking up steam as we have the potential IPO of the Thailand Future Fund coming in April ’17 What projects could it initially injected? Apparently the MoF is targeting to have 2 […]

Jan20 0

ASEFA ASEFA plans a roadshow abroad which it hopes will bring in more investment by funds. It will make a decision by the end of January. It has budgeted more than Bt10mn to open seven new branches nationwide. It targets 2017 revenue growth of 15% YoY, with more jobs waiting to be booked and new […]

Nov15 0

ACAP ACAP targets 2016 loans of Bt4bn after reaching Bt3.8bn in 10M16. It expects 2016 performance to turn around, after a 9M16 net profit of Bt94.26mn. It plans to approve property loans of Bt100-300mn. It plans to issue debentures to broaden its business base. (Thun Hoon, 15/11/16) AOT AOT is confident 2016 earnings will be […]

Nov06 0

ANAN ANAN expects to report 3Q16 earnings on Nov 9. It expects Bt11.8bn in backlog to be transferred. (Kao Hoon, 04/11/16) Comment: According to management next year is the period when they “harvest” all the past projects BH BH reported 3Q16 net profit of Bt966mn, up 14.5% with revenue of Bt4.64mn, up 5.6% brought by […]

Sep26 1

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 […]

Sep23 0

AOT AOT board approved the plan to develop Hat Yai airport. The development will cover a 2year period with a budget of Bt15.1bn. It expects to support 10mn passengers per year by 2030. (Kao Hoon, 23/09/16) Comment: It’s quite interesting that nothing is ever really spoken about the development of Southern Thailand. If you look […]

Sep19 0

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 […]

Sep01 3

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% […]

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Tag: THAI

Stocks in the news (aot, arrow, auct, banpu, css, d, drt, ea, gl, gunkul, hpt, psh, ptt, samart, siri, spcg, super, thai, tpipp, uv, wice) 16.05.17

Stocks in the news (age, amc, asap, bcp, brr, epco, gfpt, ivl, irpc, jas, kbank, kbs, mgt, pca, samtel, thai, tnp, tu, twpc) 09.05.17

Random Thoughts: Future Fund, Index Investing, Corruption, Things learnt

Stocks in the news (asefa, bkd, eforl, epco, epg, erw, j, kool, ktb, ktc, mc, ncl, nwr, pdi, sst, spa, thai, top, vpo) 20.01.17

Stocks in the news (acap, aot, arrow, ck, com7, drt, ea, earth, epg, fsmart, mcs, ndr, pk, qtc, rjh, siri, super, tae, thai, tkn, tpoly, tvd, twz, uv, wha) 15.11.16

Stocks in ht news (anan, bh, btw, ck, fn, jwd, lpn, pca, sappe, sci, spa, stec, thai, tnp, tog, tpch) 04.11.16

Stocks in the news (abc, anan, ap, asn, fn, hydro, jas, kbs, nch, pimo, spa, tacc, thai, vng, wice, xo) 26.09.16

Stocks in the news (aot, beauty, gel, gfpt, gunkul, irpc, kce, maco, ori, pk, ptg, thai, tkt, tse, utp) 23.09.16

Stocks in the news (age, ccn, fsmart, pimo, pstc, ptt, rpc, seafco, smt, spali, sta, super, thai, tsr, tvo) 19.09.16

Stocks in the news (beauty, bkd, chewa, cho, cpall, focus, glow, pstc, ptg, rjh, sgp, siri, tgpro, thai, tluxe, tm, yuasa) 01.09.16