ADVANC ADVANC ready to bid for any license and on any spectrum available. The firm says the increase in small cells means its network capacity can serve up to 50mn subscribers. Currently, ADVANC has about 44.3mn subs. The firm has launched a new service so called “Beat Banking” to drive data growth this year. (Kao […]
Read More →BJCHI BJCHI targets more projects to lift gross margin above 30%. It expects 15% p.a. revenue growth over the next three years. In 2015, it expects to receive 5-6 projects with value of Bt10bn from clients in Australia and Latin America and aims to diversify its client base more to the Americas. (Krungtep Turakij, 13/03/15) […]
Read More →BBL BBL is planning to expand its custodian business into CLMV countries. BBL is the first bank to be awarded a custodian license in Laos, paving the way for foreign investors to invest in Laos’ capital market with interest in 3-4 foreign funds licenses. Vietnam is BBL’s next target. (Krungthep Thurakij, 20/02/15) Comment: After talking […]
Read More →AP AP is confident to achieve revenue of Bt22bn for 2014 vs. Bt17.13bn in 9M14, as a result of a recovering economy and rising consumer purchasing power, particularly landed properties. (Kao Hoon, 2/02/15) Comment: The revenue growth is misleading because they have multiple JV projects, thus not all the recognised revenue %’s go straight to […]
Read More →Note: Scroll down to see commentary for the past 3 days. Stocks in the news (amata, arrow, bay, bkd, cbg, ecl, kbs, ldc, pf, ptg, ptt, spali, super, tcap, thai, ttcl, wha) 27.01.15 AMATA AMATA plans to invest in industrial estate in Myanmar, in addition to its existing investment in Vietnam to prepare for the […]
Read More →AKR Solar license soon — AKR’s management said that the state should decide on the licensing of the total 800MW of solar license sometime in February-March. It expects to receive license for 20-30MW, which should help profit. (Thun Hoon, 21/01/15) AMATA AMATA sees good 2015 ahead as it expects to book Bt4bn in revenue from […]
Read More →LH LH to make further inroads in US market – SET-listed developer Land & Houses Plc (LH) plans to double its investment this year, earmarking Bt12bn to buy new plots of land and invest in rental properties both here and in the US. Adisorn Thananan-narapool said the company would continue investing in rental apartments in […]
Read More →AKR AKR has set a revenues target this year of Bt4.2bn supported its transformer manufacturing and distributing and solar cell business. (Kao Hoon, 09/01/15) BKD BKD has set a revenues target growth of 20% this year supported by its backlog on hand of more than Bt2bn. It also expects to receive new government project worth […]
Read More →BJC To decide on Metro Vietnam purchase today — BJC will hold its shareholders’ meeting today to consider the acquisition of assets of Metro Vietnam under the new conditions. The IFA states that shareholders should disapprove the purchase as the new conditions pose too high of a risk. (Kao Hoon, 08/01/15) Comment: Despite the IFA’s […]
Read More →AGE AGE will issue Bt1bn worth of debentures sometime in 1Q15. It plans to use the proceeds to invest in 10 biomass power plant projects with a total capacity of 100MW. It also set a revenue target of Bt9bn for 2015, up from the expected Bt7bn in 2014. (Kao Hoon, 06/01/15) Comment: This a positive […]
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