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 →AKR 2015 to be a good year — AKR says business will be strong in 2015 with revenue expected to grow 30%, supported by the government’s plan for alternative energy projects. Further, it will start booking revenue from solar panel sales. It is waiting for results on its bid to supply an electricity transformer worth […]
Read More →CPALL CPALL expects 8,100 7-Eleven branches in 2014from currently 7,900. It expects the Thai economy to continue to grow. The company is preparing to launch a large campaign in December. (Kao Hoon, 13/10/14) EASON EASON to focus on foreign markets by setting up factories in Vietnam and Indonesia and a trading company in Malaysia. The […]
Read More →ABC ABC unveils new business model — ABC will start selling its products through its website. The new model is expected to attract new customers in the credit card segment. It targets a growth in its customer base to 1 million by yearend. The company’s work on JYP concert will also support income in December. […]
Read More →AMATA AMATA reports that it is negotiating to sell 700-800 rai of land to Chinese, European and American investors. It expects the deal to be concluded soon. It also said 2Q14 earnings will be better than 1Q14 due to an increase in booking land transferred. (Kao Hoon, 31/07/14) Comment: Still a safe simple recovery play. […]
Read More →AOT AOT says 3QFY14 passenger traffic contracted 7% due to political problems and seasonality. Its MD expects performance to gradually recover in FY4Q14. It expects passenger traffic and revenue growth of 3%. The second phrase of Suvarnabhumi is waiting for NCPO decision. (Khao Hoon, 30/06/14) Comment: Having just flown back to Thailand last night, I […]
Read More →ADVANC Wholly-owned subsidiary SBN takes 29% stake in IH or Bt3.6mn. It expects this deal will support the establishment of a fiber optics project. (Khao Hoon, 11/06/14) IEC IEC expects net profit growth in 2014 and to eliminate accumulated loss. It expects to pay a dividend in 2015, the first in 15 years, and is […]
Read More →ADVANC AIS to temper revenue view – Advanced Info Service (AIS) says it will revise down its revenue growth target from the previous 6-8% this year because the political stalemate is dragging down economic growth and hurting the mobile sector. But the country’s biggest mobile operator is still expecting positive growth. (Bangkok Post 26/05/14) Comment: […]
Read More →ADVANC AIS vows to ‘fight to the end’ to maintain pole position – Advanced Info Service (ADVANC) is pinning its hope on this year’s scheduled spectrum auction of four licenses to provide fourth generation mobile broadband service under a do-or-die strategy to maintain its leadership in the hyper-competitive market over the past two decades. (Bangkok […]
Read More →HEMRAJ HEMRAJ aims land sales of 1,600 rai and invest Bt6bn in 2014. It will launch the 7th industrial park, Hemaraj Chonburi 2, in 4Q14. It views the political situation as an opportunity to buy cheap land. (Khao Hoon, 24/1/14) Comment: Still the best company around, if the stock price drops enough as a function […]
Read More →