AMARIN AMARIN plans to increase capital by 200mn shares, priced at Bt4.25/share, privately placed with Wattaana Pakee Co., Ltd., which will be a major shareholder. It expects this to give it fullservice media business potential and make it ready for AEC. (Thun Hoon, 28/11/16) Comment: And that has made the stock price shoot through the […]
Read More →AGE AGE plans to increase export portion to reach 30% supported by orders from China and a JV with a partner in Vietnam. It expects 2017 sales growth of 20% from 2.2mn tons this year. It expects 2017 revenue will better than 2016 thanks to coal price recovery and more orders. (Thun Hoon, 28/10/16) ALLA […]
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 →BAY BAY expects 2016 auto leases to reach Bt133bn. It has raised its loan target to Bt279bn after expanding its services to the eastern part of the country. (Thun Hoon, 16/09/16) Comment: The moment that BAY increases the free float i wouldn’t be surprised to see the stock price increase based purely upon fund flow […]
Read More →A A expects 2016 net profit to mark a record high despite the slowdown in 2Q16 sales. It plans to launch 3-4 new projects, valued at Bt2bn. It expects 2016 sales to reach Bt6bn. It targets revenue to hit Bt10bn within three years. (Thun Hoon, 29/07/16) Comment: It is rather incredible how this property developer […]
Read More →BANPU BANPU expects to benefit from BPP because it has a 70MW solar farm in China. It expects the remaining 20MW to start up by 3Q16. (Khao Hoon, 11/07/16) BJC BJC has cancelled its capital increase PP of 800mn shares as investors needed more time to decide but the company had time constraints. It will […]
Read More →BIG BIG is confident that 2016 revenue will surpass its 10% growth target thanks to an expansion of 15-20% in the camera market. It expects to maintain gross margin above 32%. It expects printing from smartphones will support earnings in the future. (Thun Hoon, 22/06/16) Comment: As evidenced by 1Q numbers, they will far surpass […]
Read More →ADVANC ADVANC expects to revise down its 2016 revenue target because of paying Bt75bn for its 4G license. It will make the first payment of Bt8bn with bank guarantee in June. Its cash on hand is Bt60bn. It is budgeting Bt40bn for network expansion. It says its dividend payout ratio will still be 100%. (Khao […]
Read More →BWG BWG expects to win numerous waste disposal contracts after Department of Industrial Works vows to tighten its pollution control enforcement. Its 500MW PPA is expected to be finalized by 1Q16, leading to income turnaround going forward. BWG also plans to list its subsidiary, the Earth-Tech Environment co., ltd. (Thun Hoon, 21/01/16) Comment: It’s quite […]
Read More →Names today: BEAUTY, CHG, DTAC, INET, IRPC, QTC, NUSA, PAF, SAPPE, SCI, THANI, TSTH BEAUTY Beauty expects 4Q15 earnings to be peak on the back of seasonality. It expects 2015 revenue to achieve target of Bt1.7bn (20% growth). It is considering expanding to Asian countries in 2016. It expects this to raise its exports. (Thun […]
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