AJP Targets 2015 revenue of Bt750mn backed by strong fundamental. It plans to restructure business by focusing on IT business, event organization and alternative energy. (Khao Hoon, 25/05/15) BRR 2015 revenue expected to grow 50% from 2014’s Bt241mn aided by increasing electricity sales and sugar orders. Its 9.9MW power plant is operating and it plans […]
Read More →CHOW CHOW expects strong earnings in 2015 backed by full-year contribution from power plant business and rising steel price. Shareholders have approved listing its subsidiary on mai. (Khao Hoon, 08/04/15) Comment: The steel business is nothing for CHOW nor its value, everything here is fully related to its power plant. CSS CSS expects strong 1Q15 […]
Read More →ANAN ANAN reported strong profit growth of 60% YoY in 2014 to Bt1.3bn. The company will pay a cash dividend of Bt0.068/share, XD on Apr 21. ANAN expects revenue to reach Bt11bn on backlog of Bt27bn. Twelve more projects will be launched with total project value of Bt32bn. (Kao Hoon, 27/02/15) Comment: And yet still […]
Read More →AMATA AMATA continues to invest in Vietnam via subsidiary AMATAVN, to develop an industrial park called Long Thanh. It believes this investment will support revenue growth for the company for many years to come. The firm also plans to list AMATAVN this year. (Thun Hoon, 05/02/15) Comment: As I’ve said for the a while, AMATA […]
Read More →I’ve been asked this question a couple of times in the past week and the best answers I could think of was 1) Well the USD has gotten stronger 2) Alternative Energy/Shale may finally be having an impact 3) *Conspiracy theory* The Saudis are either listening to the US to hurt Russia or decided they […]
Read More →BRR BRR confident that 4Q14 performance will be peak and targets revenue of Bt5bn in 2015 with net profit growth of Bt300mn, +70% YoY, as it will book full-year revenue from biomass power plant. The company will invest Bt1.1bn in an ethanol factory and a third biomass power plant. (Kao Hoon, 25/11/14) Comment: As mentioned […]
Read More →BGH Subsidiary sells shares in Save Drug — BGH says wholly owned Royal Bangkok Healthcare Co, Ltd. has signed an agreement to sell all shares of Save Drug Center Co, Ltd., for Bt380mn. (Kao Hoon, 21/08/14) BLAND BLAND expects to sell the first REIT (for Impact Arena and Convention Center) worth Bt20bn on 8-19 September […]
Read More →ADVANC ADVANC says delay in 4G will not impact performance as it has 15MHz on the 2.1GHz spectrum to support 50mn clients. The company expects 2H14 revenue growth of 2-4% YoY after economic recovery and also entry into the fixed-line broadband business. (Kao Hoon, 18/08/14) Comment: And it has a near 7% dividend yield at […]
Read More →AGE AGE to conclude deal for 9MW capacity biomass power plant with partner within 2H14. It expects investment to be Bt700mn. (Khao Hoon, 25/04/14) Comment: This deal will be done between QTC, AGE and 2 other partners I believe, its been around in the news for a while now ASP ASP leads in net profit […]
Read More →CSS CSS to penetrate telecom market in Myanmar to expand its revenue channels. It expects revenues for 2014 to reach Bt4bn supported by Bt700mn from a job for TRUE, plus backlog of Bt800mn. It is waiting to see if it will win a job to set up 1,500 poles for DTAC – results are to […]
Read More →