AOT AOT expects to benefit from recovery in tourism, more passengers, and growth in flights by low-cost airlines. It targets non-aviation revenue to comprise 50% within three years. It plans to expand terminals in order to handle 6-8% passenger growth each year. (Thun Hoon, 28/06/16) BEAUTY BEAUTY expects 1H16 net profit of Bt169.61mn driven by […]
Read More →AAV Confident in AAV’s management team — The Srivaddhanaprabha family of duty-free operator King Power has insisted it does not plan to shake up Thai AirAsia nor delist the firm that owns the majority stake in Thailand’s largest budget carrier. (Bangkok Post, 15/6/16) Comment: Get ready to see more duty free sales on every flight! […]
Read More →BIG BIG expects 2Q16 earnings to be good with high margin of 32.4% backed by the mirrorless camera. It plans to open shops to provide photo printing in June, which will boost its net profit. (Thun Hoon, 27/05/16) Comment: Their YoY growth numbers do look fantastic, the question then becomes, is it sustainable? What product […]
Read More →ACAP ACAP reported 1Q16 profit of Bt16mn, up 244%, after changing strategy to focus on major customers and get new ones. It targets loans of Bt2bn by end-2016. (Kao Hoon, 13/5/16) BKD BKD reported net profit of Bt16.59mn, growth of 27%. It plans to reverse doubtful account of Bt28mn and profit on a delayed project […]
Read More →BAY BAY expects auto loans to grow 3% to Bt262bn despite a slowdown in new loans. It is looking for a partner to expand into loans for used cars. (Thun Hoon, 27/04/16) Comment: I can see BAY actually taking away market share from TCAP in this. BJCHI BJCHI will pay dividend of Bt0.5/share, payment on […]
Read More →IRCP IRCP expects 2016 revenue and net profit to grow 50% because it plans to take part in Bt5bn bids. It expects winners of the Bt1bn in public projects up for bids to be announced soon. It expects to complete a deal (investing in E-commerce) with a Korean investor in 2Q16. (Khao Hoon, 11/04/16) LIT […]
Read More →AKR AKR expects 2016 revenue to grow not less than 50% aided by public projects. It plans to cooperate with agricultural cooperatives to take part in government unit solar farm in April. It expects to get electricity transformer orders in May. It expects to take part in Bt6bn bids. Investors in Singapore and China are […]
Read More →AKR AKR expects 2016 revenue to grow not less than 50% aided by public projects. It plans to cooperate with agricultural cooperatives to take part in government unit solar farm in April. It expects to get electricity transformer orders in May. It expects to take part in Bt6bn bids. Investors in Singapore and China are […]
Read More →AIT AIT is talking to A prospective partner to provide data center service. It expects this to need Bt400mn capital investment. It plans to ask board approval in April. It plans to take part in Bt10bn public bids, of which it expects to get 40-50%. (Khao Hoon, 25/02/16) Comment: They’ve come out saying a few […]
Read More →AAV AAV expects 2016 net profit to be over Bt1bn driven by 16.9mn passengers and an 82% cabin factor. It expects to get five A320 planes this year, with a goal of 70 airplanes in 2020. It expects to open new routes in CLMV, beginning with Luang Prabang. (Thun Hoon, 09/02/16) Comment: There is no […]
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